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5-minute pre-session client summary prompt

Session-ready notes thumbnail showing focus, wins, challenges and next steps summary on laptop for menopause coach 5-minute pre-session client summary AI prompt

20 mins → 5 mins per session

Spots wins, challenges, patterns

Messy notes become clean brief

4 session prompts ready

Category

Client operations

Session-ready notes thumbnail showing focus, wins, challenges and next steps summary on laptop for menopause coach 5-minute pre-session client summary AI prompt

20 mins → 5 mins per session

Messy notes become clean brief

Spots wins, challenges, patterns

4 session prompts ready

5-minute pre-session client summary prompt

Free

Turn messy notes into session clarity in 5 minutes. Walk in calm, not scrambling.

$0.00

value

Get this FREE prompt

Get this FREE prompt

The problem

Your next session starts in 10 minutes. Your notes are scattered. Session doc. Email thread. Voice memo. Text from this morning. You're trying to remember what you discussed last time. What she was working on. What mattered most. The clock keeps ticking. You're scrambling.

This prompt organizes it in 5 minutes.

What you get

1 complete AI prompt for pre-session client summaries.

Outputs: 150-250 word scannable brief. Current focus, recent wins, current challenges, key patterns, 4 strategic session prompts.

Includes: Variable guidance (what to include, what to avoid), reflection checklist, two sample outputs (simple and complex cases).

Questions About This Prompt

Quick answers to help you decide if this is right for you.

Who is this prompt for?

This is for you if you juggle multiple clients, take notes in different places, and spend 20 minutes hunting through docs before sessions. Not for you if you already have session prep systems that work.

What if my notes are really messy?

Perfect. This prompt is designed for messy notes. Copy-paste everything from everywhere. Session docs, emails, voice memos, texts. The AI organizes it.

What if my notes include medical language I shouldn't use?

The prompt automatically reframes medical language into coaching-safe descriptions. It won't diagnose or interpret. It will describe lived experience within coaching scope.

Can I include notes from multiple sessions?

Yes, if there's a gap or you want to capture progress over time, paste notes from multiple sessions. The AI will identify patterns and surface what matters most for today.

Will this work if I don't take detailed notes?

Even brief notes work. Client name, a few bullet points about what happened, what she said, what you noticed. The prompt will structure it into a usable brief.

Who is this prompt for?

This is for you if you juggle multiple clients, take notes in different places, and spend 20 minutes hunting through docs before sessions. Not for you if you already have session prep systems that work.

What if my notes are really messy?

Perfect. This prompt is designed for messy notes. Copy-paste everything from everywhere. Session docs, emails, voice memos, texts. The AI organizes it.

What if my notes include medical language I shouldn't use?

The prompt automatically reframes medical language into coaching-safe descriptions. It won't diagnose or interpret. It will describe lived experience within coaching scope.

Can I include notes from multiple sessions?

Yes, if there's a gap or you want to capture progress over time, paste notes from multiple sessions. The AI will identify patterns and surface what matters most for today.

Will this work if I don't take detailed notes?

Even brief notes work. Client name, a few bullet points about what happened, what she said, what you noticed. The prompt will structure it into a usable brief.

Who is this prompt for?

This is for you if you juggle multiple clients, take notes in different places, and spend 20 minutes hunting through docs before sessions. Not for you if you already have session prep systems that work.

What if my notes are really messy?

Perfect. This prompt is designed for messy notes. Copy-paste everything from everywhere. Session docs, emails, voice memos, texts. The AI organizes it.

What if my notes include medical language I shouldn't use?

The prompt automatically reframes medical language into coaching-safe descriptions. It won't diagnose or interpret. It will describe lived experience within coaching scope.

Can I include notes from multiple sessions?

Yes, if there's a gap or you want to capture progress over time, paste notes from multiple sessions. The AI will identify patterns and surface what matters most for today.

Will this work if I don't take detailed notes?

Even brief notes work. Client name, a few bullet points about what happened, what she said, what you noticed. The prompt will structure it into a usable brief.

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