All AI use cases

Wow your clients with AI for client onboarding and reports

AI for client work means using ChatGPT, Claude or Gemini to prepare, deliver and follow up on the work you do for clients, like onboarding kits, session recaps and progress notes. This collection has 39 use cases for coaches and consultants, each with a copy-paste prompt. Type your client details into the fill-in boxes, open your AI, and review everything before your client sees it.

50 use cases, each with a free copy-paste prompt. Search all 557 in the library

Effort
Works in

Wow your clients

Give each client a living plan you both update with Claude

Ask Claude for a client plan as a Claude Doc, share the link, and update it together after each session so your client always sees the latest goals and next steps.

Get the prompt
About 15 minutes to set up, then 5 per session

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38 more to try.

Wow your clients

Stay fully present with clients while Gemini takes the notes

Meeting a client in person? Tap Take notes in the Google Meet app, set the phone on the table, and Gemini creates a Google Doc with a summary, action items, and a full transcript afterward.

Get the prompt
About 5 minutes for the follow-up

Wow your clients

Answer an upset customer with a calm reply and a fair fix

Paste the complaint, the facts and what you can offer. You get a calm, short reply that hears them out, explains what happened without excuses and offers one clear fix.

Get the prompt
About 3 minutes

Wow your clients

Get candid answers with a stakeholder interview guide

Describe the project and who you're interviewing. You get a 30-minute guide for each role with warm-up, core and probing questions, plus a short intro that helps people speak honestly.

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About 15 minutes

Let AI skills do the whole job.

Every AI skill I use to run solo, in one room of creators who ship: the Solo Creators AI Studio.

  • Website Audit

    Client-ready

    An evidence-cited, branded audit of any site, ready to hand a client.

  • Slide Deck Designer

    Blog post to deck

    A blog post or an idea into a beautiful, on-brand deck. No Canva, no Gamma, no designer.

  • Board of Advisors

    7 advisors, one call

    Convene seven AI advisors who debate your decision, vote, and hand back a stress-tested verdict.

See inside the AI Studio

Frequently Asked Questions.

How can I use AI for client onboarding?

Build a complete client onboarding kit with one request: a welcome deck, a welcome email and a shared onboarding checklist, ready to review. Or hand every new client a polished welcome packet. You can even welcome new clients with a private podcast made from your own onboarding docs. You check everything before it goes out.

Can AI write client reports?

Yes. Write a personal progress note for every client in one go, send clients a polished session recap in five minutes, or hand a client a strategy snapshot with SWOT and competitors. You add your notes, the AI drafts the report, and you check it before it's sent to your client.

How do coaches and consultants use AI with clients?

Beyond reports, they use it to give clients something useful between sessions. Turn your workshop into an interactive quiz clients can share, give clients a self-assessment that shows where they stand, or turn workshop whiteboard photos into a recap for attendees. Each prompt works from your own material, so the result reflects your methods.

Can AI help me prepare for a hard client conversation?

Yes. Walk into tough client talks calm by rehearsing them first. ChatGPT plays your client in voice mode, talks back and even interrupts, then coaches you on your exact wording. Afterward, use the prompt that helps you remember every client detail long after the meeting ends, so your follow-up is on point.

Are these client work prompts free?

Yes. Every prompt is free to copy. Most work in the free versions of ChatGPT, Claude and Gemini, and if a use case needs a paid plan, its page says so. New use cases are added regularly, and a free email brings you 3 of them every weekday.