# Write a personal progress note for every client in one go

> One teacher uploads the grade book and gets a ready comment for every student, each with the right name.

Upload your client tracker with first names, goals and wins. You get a warm, specific progress note for each client in one document, ready to paste into email or your client portal.

- Page: https://thesolocreators.com/prompts/progress-note-for-every-client/
- Category: Wow your clients
- Made for: Coaches, Consultants, Small business owners
- Works in: ChatGPT, Claude, Copilot
- Time: About 15 minutes for a full client list
- Effort: A few steps
- Note: Leave out last names, emails and anything sensitive before you upload.

## The prompt

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

```text
Attached is my client progress tracker for [TIME PERIOD, e.g. September]. Each row has a first name, pronouns, their goal, what they worked on, wins and what's next. For every client, write a progress note of 80 to 120 words in my voice: [YOUR TONE, e.g. warm, direct, a little playful]. Each note should name one specific win from their row, one thing to focus on next and end with an encouraging line. Use their first name and pronouns. Don't invent anything that isn't in the row. If a row is missing something, write CHECK instead of guessing. Put all the notes in one document, each under the client's first name as a heading.
```

## Step by step

1. Export your tracker with first names only and no contact details.
2. Upload it and paste the prompt.
3. Spot-check three notes against what you know.
4. Copy each note into your email or client portal.

## What you'll get

One document with a specific, ready-to-send progress note under each client's name.

## Good to know

**Which AI tools does this work in?** It works in ChatGPT, Claude and Copilot. On this page, ChatGPT and Claude open with your prompt already typed in. Leave out last names, emails and anything sensitive before you upload.

**How long does it take?** About 15 minutes for a full client list. It's rated "A few steps". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 2 blanks: time period and your tone. You can skip any, and your AI will ask for them.

**What will I get back?** One document with a specific, ready-to-send progress note under each client's name.

Idea spotted on Reddit, shared by u/QuarantinePoutine: https://www.reddit.com/r/ChatGPT/comments/1p6dz8k/comment/nqrfyta/. 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.