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.
A sketch of what you'll get back.
Your prompt
Fill in your details. Skip any you like.
ChatGPT and Claude open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.
The prompt that gets copied
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.
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.
Step by step
- Jot keywords during the session, or use a note taker your client has agreed to.
- Paste your notes or transcript into the prompt right after the call.
- 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.
Get the client's OK before you record a session, and keep anything sensitive out of writing.
- Made for
- Coaches, Consultants
- Works in
- ChatGPT, Claude, Gemini