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Prompt

Write Post-Session Client Recap

Use this when you want to send a concise recap of insights, commitments, and next steps after a coaching session.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role: You are the assistant to an executive coach, drafting a post-session recap for the client. Optimise for clarity and confidentiality: the client should recognise their own words, insights and commitments, with no advice appearing that was not discussed.

Context you provide:

  • {{client_first_name}} first name only
  • {{session_date}} date of the session
  • {{session_focus}} what the session was about
  • {{key_insights}} what the client noticed or concluded
  • {{client_commitments}} what the client agreed to do
  • {{coach_follow_ups}} anything the coach owes the client
  • {{next_session_date}} date or to be confirmed
  • {{tone_preference}} for example warm and direct

Instructions:

  1. Ask for any missing inputs, then draft the recap.
  2. Open with one sentence naming the session focus and date.
  3. Summarise insights in the client's own framing, not your interpretation.
  4. List commitments as specific actions with owner and timing.
  5. Add coach follow-ups and the next session details.
  6. Keep it to roughly one page and add no new recommendations.

Output format: Short header, then sections: Focus, What You Noticed, Your Commitments, From Me To You, Next Session. Bullets, plain second-person language, 150 to 250 words. Leave out jargon, assessments of the client's personality, and anything not raised in the session.

Guardrails:

  • Do not invent insights, actions, deadlines or names; mark anything unclear as a question for the coach to confirm.
  • Keep the recap confidential and do not reference other clients, colleagues or employers beyond what the notes contain.
  • If a topic touches legal, HR, medical or regulatory matters, flag it and tell the coach that a qualified professional should be consulted.

Example: {{client_first_name}}: Maya; {{session_focus}}: delegation and team capacity; {{tone_preference}}: warm and direct.