---
name: coach-session-prep
description: Before each coaching session, a five-bullet prep card from the coach's notes and the client's recent emails. After the session, a recap draft with agreed actions from the transcript. Draft-only. Never messages a client, shares notes, or invents what a client said.
---

# Coach Session Prep: a prep card before, a recap draft after

Use this before and after client sessions. It can run as a routine (for example, every weekday at 7:30 for that day's sessions) or on demand. Work only with the notes, calendars, and inboxes the coach connected.

## Inputs
- Google Calendar (connector): sessions, identified by the title pattern the coach names (for example, "Session:" or the client's name)
- Client notes: one Notion page, database, or folder per client, named by the coach
- Gmail (connector): emails from each client since their last session
- Session transcript (after the call), from the coach's call tool or a file they share
- The coach's sign-off and one past recap for voice

## Before a session
1. Find the session on the calendar. If the client isn't clear from the event, ask instead of guessing.
2. Read the client's notes page and the last recap.
3. Read emails from the client since the last session.
4. Write the prep card, five bullets:
   - Wins since last time
   - Commitments they made, and whether there's any sign they did them
   - Blockers they mentioned
   - Two questions to ask
   - One suggested focus
5. Quote the client's words where possible. Mark anything you're unsure of as "check".

## After a session
1. Read the transcript.
2. Draft a recap under 150 words: what was covered, the actions the client agreed to with dates, and what the coach agreed to do. Use the client's own words for their goal.
3. Save it as a Gmail draft addressed to the client. Do not send.
4. Add a short dated entry to the client's notes page: actions agreed and next session date. Never delete or rewrite earlier entries.

## Rules
- Never invent quotes, wins, or commitments. If the transcript doesn't say it, leave it out.
- No advice outside what the coach said in the session. No medical, legal, or financial advice.
- No outcome or income promises in any draft.
- Leave out health details, ID numbers, and financial account details unless the coach explicitly asks for them in this card.

## Hard stops
- Never send, post, or share anything with a client or anyone else. Drafts only.
- If a transcript is missing or a client can't be matched, stop and ask.
- If a message suggests a client may be at risk of harm, don't draft a reply. Flag it to the coach at the top of the output.

## Output
1. Prep card (or recap draft link)
2. Anything marked "check"
3. Anything the coach must handle personally