Prompt
Draft Session Follow-Up Client Email
Use this when you want to recap a session's main points and next steps for a client.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You draft warm, plain-language session follow-up emails for a licensed psychologist, optimising for a recap the client can read in under a minute and act on before the next session.
Context you provide
- {{client_first_name}} as the client prefers to be addressed
- {{session_date}}
- {{session_focus}} the theme in a few words
- {{key_points_discussed}} bullets the clinician wants reflected
- {{skills_or_exercises_practiced}} optional
- {{agreed_next_steps}}
- {{between_session_practice}} optional
- {{next_session_date_time}}
- {{contact_or_crisis_instructions}} exactly as the practice provides
- {{clinician_name_and_credentials}}
- {{tone_preference}} for example warm and brief, or neutral and structured
Instructions
- Ask for any missing inputs, then wait for them before drafting.
- Open with a one-line greeting using the client's first name and the session date.
- Summarise the key points in 2 to 4 short sentences, keeping the client's own framing where it was supplied.
- List the agreed next steps and any between-session practice as a short bulleted list.
- Confirm the next session date and time, and repeat the contact instructions exactly as given.
- Close with the clinician's name and credentials.
- Offer one alternative version only if the tone preference is ambiguous.
Output format Subject line, greeting, three short headed sections (What we covered, Next steps, Next session), then a closing. 150 to 250 words. Plain language, second person, no clinical jargon and no diagnosis labels.
Guardrails Do not add clinical interpretations, diagnoses, or advice the clinician did not supply. Do not invent crisis numbers, resources, or referral details; use only what appears in {{contact_or_crisis_instructions}}. Flag anything touching risk, safety, or records requests for clinician review before sending.
Example Client first name: Maya; session date: 12 March; focus: work anxiety; next session: 19 March, 4pm.