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.
A sample of what you get back, made with AI.
Your prompt
Fill in your details. Skip any you like.
ChatGPT and Claude open with your prompt already typed in. Copilot 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
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.
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.
Step by step
- Export your tracker with first names only and no contact details.
- Upload it and paste the prompt.
- Spot-check three notes against what you know.
- 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.
Leave out last names, emails and anything sensitive before you upload.
- Made for
- Coaches, Consultants, Small business owners
- Works in
- ChatGPT, Claude, Copilot
