Coaching

Prep for coaching sessions in two minutes

Before each client call, get a summary of the last session, open commitments, and recent messages.

What you need

• Call notes or transcripts
• Connected calendar and email

Steps

1. Ask the agent to find your next client session on the calendar.
2. Have it pull the last session's transcript or notes and summarize commitments the client made.
3. Ask it to check email for anything the client sent since then.
4. Get a 5-bullet prep card: wins, open commitments, blockers, questions to ask, one suggested focus.

Prompt to copy

Find my next client session today. Summarize the last session with this client, list commitments they made, check for any emails from them since, and give me a 5-bullet prep card.

Tips

• Keep client data in a dedicated project for privacy.