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.
A sketch of what you'll get back.
Your prompt
Fill in your details. Skip any you like.
Claude opens with your prompt already typed in. It's copied too, just in case.
The prompt that gets copied
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.
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.
Step by step
- Paste the prompt into a new Claude chat and fill in the client details
- Ask Claude to save the plan as a Claude Doc
- Share the doc link with your client
- 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.
Anthropic says it's on every plan, but some help pages still list paid plans only. Free has the smallest limits.
- Made for
- Coaches, Consultants
- Works in
- Claude
