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.
A sample of what you get back, made with AI.
Your prompt
Fill in your details. Skip any you like.
Claude and ChatGPT open with your prompt already typed in. Gemini 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
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.
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.
Step by step
- Gather the client's session notes and original goals in one file.
- Remove names and anything identifying, then upload it with the prompt.
- Check every win against your notes and add your own observations.
- 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.
- Made for
- Coaches, Consultants
- Works in
- Claude, ChatGPT, Gemini
