Getting Started with Session Life
Purchase, learn and be ready for your first session
PURCHASING THE APP
Session Life is not publically available. You will need a private link to access Session Life in the App Store.
Session Life is a subscription application that costs $99 per month. You can cancel at anytime.
You can install the app and work with the sample data but you will need a subcription to create sessions and use the app with your clients.
To purchase Session Life, please send an email to support@sessionlife.app - We'll validate that you are a current franchisee of EOS Worldwide and promptly send you a link to the Session Life page in the App Store.
Once you have Session Life installed, be sure to take time to familiarize yourself with it before your first session. The process and videos on this page will guild you.
Please send any questions to: support@sessionlife.app
Follow the Getting Started process before you do your first session, then do a live session and return here for better and better sessions each time.
- Review This Page – Most everything you can do with the app is covered on this page. Review what it can do to see what is possible and how to use each feature.
- Learn To Navigate The App – Just play around and get comfortable moving around and find the features that you saw on this page.
- Review Swan Services – All of the Swan Services Sessions from Get A Grip are in the app as sample data. Enter their sessions and familiarize yourself with Alan’s notes. Observe what he wrote in session and how data is flowing between sessions.
- Practice Session – Set up a new session. Enter a client and team. Plan an agenda. Then just run the session in your mind taking notes as you go. This will give you the practice you need to both navigate the app and take notes. Go through a full session and be sure to do a Wrap-Up!
- Live Session – Do a live session with it. Then return here to learn more and repeat.
CORE CONCEPTS
COMPARTMENTALIZATION
Just like we teach our clients, Session Life is compartmentalizing your session notes. All session data has a compartment to capture it for use when you need it.
NO TYPING IN SESSION
Tech or no-tech in the session room, using a pencil is less disruptive than typing
FINDING YOUR WAY AROUND
Follow the Getting Started process before you do your first session, then do a live session and return here for better and better sessions each time.
"OUT" OF SESSION
- The user interface provides total focus when you are in session. This is a quick tour of the UI features you only see when you are OUT of session.
“IN” SESSION
- A quick tour of the UI features when you are IN session.
PEN & INK
- No typing session is a core concept of the app and the Apple Pencil makes it easy with just a few minutes of practice
THE MASTER PANEL
- Follow the master panel for EOS purity and compartmentalizing your notes during the session
SESSION BUTTONS
- Facilitate better with live Session Buttons that help you lead the session
USER SETTINGS
- User settings allow you to configure Session Life for how you like to work with your clients.
SETTING UP YOUR FIRST SESSION
If you’re ready to practice, see how to setup your first session so you can start using your Apple pencil and getting used to Session Life
FIRST SESSION SETUP
- Set up your first session to practice with before you go live.
1. AUTOMATE YOUR NOTES
Just write as you go and your notes are compartmentalized for time saving automation.
COMMON FIELDS DRIVE AUTOMATION
- Set up your first session to practice with before you go live.
SESSION TO SESSION AUTOMATION
- Auto-populates your next session with relevant notes from the current session.
- Auto-assembles your notes to your client file.
- Automation sets up your next session with relevant data at your fingertips.
SESSION NOTES AUTOMATION
- Automatically export hard copies of your session notes to the cloud.
POST SESSION EMAIL AUTOMATION
- Automatically generate a personalized post-session email to your client at the close of the session.
2. FACILITATE BETTER
Just write as you go and your notes are compartmentalized for time saving automation.
AGENDA SESSION BUTTON
- Automatically generate a personalized post-session email to your client at the close of the session.
IMPLEMENTER GUIDE SESSION BUTTON
- Automatically generate a personalized post-session email to your client at the close of the session.
TIMER SESSION BUTTON
- Automatically generate a personalized post-session email to your client at the close of the session.
EXPECTATIONS SESSION BUTTON
- Automatically generate a personalized post-session email to your client at the close of the session.
ISSUES SESSION BUTTON
- Automatically generate a personalized post-session email to your client at the close of the session.
ADDITIONAL FACILITATION TOOLS
Just write as you go and your notes are compartmentalized for time saving automation.
AUTO-CALCULATION
- Automatically generate a personalized post-session email to your client at the close of the session.
TO-DO CAPTURE
- To-dos are captured throughout the session and summarized in the next steps and client post-session email.
KOLBE
- If you know your team’s Kolbe profiles, they are always available to you during the session.
CUSTOM TOOLS
- You can set up Session Life to have customer (non-EOS) tools that you can build into custom agendas.
TIPS & TRICKS
- Like EOS; “It’s simple but not easy.” It’s a journey. Using Sessions Life gets better with practice. Here’s a few pointers to help you.
SPECIAL EOS TOOLS
Session Life automatically plans the EOS pure follow up for special EOS tools such as LMA and One Thing from the Annual session
TOOLS
- All EOS Tools are easily added to any agenda.
LMA
- Session Life manages the “Getting NO to YES” commitments in future sessions.
ONE THING
- Session Life manages the follow up on “One Thing” commitments in future sessions.
MASTER EOS
Session Life helps you focus on your journey to EOS mastery with EOS pure session agendas, systematic session reflection and capturing the good & bad as you go.
THE WRAP UP
- Session reflection drives EOS mastery. Close each session with a Wrap-Up to improve your own skills, coordinate with your assistant and set up the next session.
EOS MASTERY COMMON FIELDS
- Catch the good and bad as you identify your own needs for further study and support.
BUSINESS DEVELOPMENT
- Biz Dev is part of EOS mastery. Never miss the opportunity to ask for a referral again!
REPORTING
Client reporting gives you the power to see and articulate exactly how your clients and your own practice are performing running on EOS. The reporting requires that you pay attention to getting the right data from your clients, but like we teach with scoreboards; “It takes time, but it’s worth it.”
CLIENT REPORTS
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Your notes are reassembled to provide insights about how your clients are doing on their journey. The Client Session Button enables access to client journey data during the session.
PRACTICE REPORTS
This is a snapshot of how you, and your clients, are doing running on EOS.
- MY INFLUENCE – How much influence are you having in the world with your practice?
- CLIENT PERFORMANCE ON EOS – This is the holy grail. See how your clients are performing running on EOS with your help. Are they beating Gino’s “18%”? Share how they are actually doing working with you.
- SESSIONS – Where is your EOS Implementer odometer at?
WHAT SESSION LIFE IS NOT
SESSION LIFE IS NOT A VIRTUAL SESSION TOOL
- A CRM – Manage your business development and client communications with EOS ONE CRM or Practice Management. Session Life will only prompt you to ask for referrals and generate a post session email that reflects what happened in the session.
- CLENT TOOLS – EOS client docs such as V/TO, Accountability Chart, Rock Sheet, Scorecard, Issues List etc. belong in whatever tool the client uses. Session Life is not the place to store client data. The only client data in Session Life is what you need to help them through their journey.
- SESSION PRESENTATION TOOL – Nothing in Session Life is applicable to project on screen and share with the client. Session Life contains your notes for managing the session and your client’s journey.
- VIRTUAL SESSION TOOL – Session Life is not a virtual session tool. It was designed to be used on all sessions in-person and virtual.