# Give each client a living plan you both update with Claude

> The plan isn't a PDF that goes stale. It's one shared doc that Claude updates after every call.

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.

- Page: https://thesolocreators.com/prompts/living-client-plan-in-claude-docs/
- Category: Wow your clients
- Made for: Coaches, Consultants
- Works in: Claude
- Time: About 15 minutes to set up, then 5 per session
- Effort: A few steps
- Note: Anthropic says it's on every plan, but some help pages still list paid plans only. Free has the smallest limits.

## The prompt

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

```text
Create a Claude Doc called "[CLIENT FIRST NAME, e.g. Dana]'s plan with [YOUR BUSINESS, e.g. Brightline Coaching]".

I'm working with this client on [MAIN GOAL, e.g. landing her first three paying clients] over [PROGRAM LENGTH, e.g. 12 weeks]. Here are my notes from our first session:
[SESSION NOTES]

Set up the doc with these sections:
1. Where we're headed (the goal in one sentence, and how we'll know we got there)
2. Milestones (one every few weeks, each with a target date)
3. This week's next steps (3 to 5, each with who owns it)
4. Wins so far
5. Questions to bring to the next session

Write it to the client, in a warm, encouraging voice. Keep it short enough to read on a phone. Each time I paste new session notes later, update the sections, move finished steps into Wins, and add the date at the top.
```

## Step by step

1. Paste the prompt into a new Claude chat and fill in the client details
2. Ask Claude to save the plan as a Claude Doc
3. Share the doc link with your client
4. After each session, paste your notes and ask Claude to update the doc

## What you'll get

A shared, always-current plan doc your client can open from a link, with goals, milestones, next steps and wins.

## Good to know

**Which AI tools does this work in?** It works in Claude. On this page, Claude opens with your prompt already typed in. Anthropic says it's on every plan, but some help pages still list paid plans only. Free has the smallest limits.

**How long does it take?** About 15 minutes to set up, then 5 per session. It's rated "A few steps". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 5 blanks: client first name, your business, main goal, program length and session notes. You can skip any, and your AI will ask for them.

**What will I get back?** A shared, always-current plan doc your client can open from a link, with goals, milestones, next steps and wins.

Idea spotted on X, shared by @claudeai: https://x.com/claudeai/status/2108271559928389679. 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.