# Send clients a polished session recap in five minutes

> You stay fully present in the session, and the client still gets a clear recap with next steps.

Paste your session notes or transcript after the call. You get a warm recap email with insights and action steps, plus private notes and opening questions for next time.

- Page: https://thesolocreators.com/prompts/coaching-session-recap/
- Category: Wow your clients
- Made for: Coaches, Consultants
- Works in: ChatGPT, Claude, Gemini
- Time: About 5 minutes per session
- Effort: Just copy and paste
- Note: Get the client's OK before you record a session, and keep anything sensitive out of writing.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Here are my notes or transcript from today's coaching session with [CLIENT FIRST NAME]. We're in session [SESSION NUMBER, e.g. 4] of [PROGRAM LENGTH, e.g. 12], working on [THEIR MAIN GOAL, e.g. setting work boundaries].

[YOUR NOTES OR TRANSCRIPT]

Write a warm, concise recap email from me to the client with:
1. An opening line that reflects something meaningful they said today, in their words.
2. Three key insights or breakthroughs from the session.
3. Their action steps for this week, numbered, each specific and doable, with a 'by when' if we agreed on one.
4. One reflection question to journal on before our next session.
5. A short, encouraging close and our next session date: [NEXT SESSION DATE].
Keep it under 250 words and in my voice: [YOUR VOICE, e.g. warm, direct, a little funny]. Don't add advice I didn't give, and leave out anything sensitive they wouldn't want in writing.

Then, separately, give me private coach notes: patterns to watch and two questions to open our next session.
```

## Step by step

1. Jot keywords during the session, or use a note taker your client has agreed to.
2. Paste your notes or transcript into the prompt right after the call.
3. Review it, add one personal line, and send it within the hour.

## What you'll get

A client-ready recap email with insights and action steps, plus private notes and opening questions for next time.

## Good to know

**Which AI tools does this work in?** It works in ChatGPT, Claude and Gemini. On this page, ChatGPT and Claude open with your prompt already typed in. Get the client's OK before you record a session, and keep anything sensitive out of writing.

**How long does it take?** About 5 minutes per session. It's rated "Just copy and paste". There are 3 steps, listed above.

**What do I need before I start?** Just your details for 7 blanks: client first name, session number, program length, their main goal, your notes or transcript, next session date and your voice. You can skip any, and your AI will ask for them.

**What will I get back?** A client-ready recap email with insights and action steps, plus private notes and opening questions for next time.

Idea spotted on Reddit, shared by u/hail2412: https://www.reddit.com/r/lifecoaching/comments/1twnoin/comment/oppiudc/. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Website Audit (An evidence-cited, branded audit of any site, ready to hand a client); Slide Deck Designer (A blog post or an idea into a beautiful, on-brand deck. No Canva, no Gamma, no designer).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.