# Turn months of notes into a progress report that sets up renewal

> Clients often forget how far they've come. A one-page before and after shows them in seconds.

Upload a client's session notes from the last few months, with names removed. You get a one-page progress report on goals, wins and patterns, plus a natural what's-next section for renewal.

- Page: https://thesolocreators.com/prompts/progress-report-that-sets-up-renewal/
- Category: Wow your clients
- Made for: Coaches, Consultants
- Works in: Claude, ChatGPT, Gemini
- Time: About 20 minutes
- Effort: A few steps

## The prompt

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

```text
I've attached my session notes for one coaching client over [TIME PERIOD, e.g. the last 3 months], with identifying details removed. Their original goals: [CLIENT GOALS]. Write a one-page progress report to share with them. Include: where they started, in their own words, progress on each goal rated as achieved, moving or not yet, with evidence from the notes, three wins worth celebrating, patterns we've seen across sessions, and what's still hard. Then add a short what's-next section with two or three directions we could take together and one they could take on their own. Keep the tone warm and honest, use only what's in the notes, and mark anything you're inferring.
```

## Step by step

1. Gather the client's session notes and original goals in one file.
2. Remove names and anything identifying, then upload it with the prompt.
3. Check every win against your notes and add your own observations.
4. Walk through it together in a session before the program ends.

## What you'll get

A one-page report with the starting point, goal progress with evidence, wins, patterns, what's still hard and a what's-next section for renewal.

## Good to know

**Which AI tools does this work in?** It works in Claude, ChatGPT and Gemini. On this page, Claude and ChatGPT open with your prompt already typed in. No paid plan is noted for this one.

**How long does it take?** About 20 minutes. 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 client goals. You can skip any, and your AI will ask for them.

**What will I get back?** A one-page report with the starting point, goal progress with evidence, wins, patterns, what's still hard and a what's-next section for renewal.

Idea spotted on the web, shared by George Mitchell (AIonX): https://aionx.co/professional-services/best-ai-life-coaches/. 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.