Coaching and consulting
Session prep and follow-up
Around every session. This is what clients mean when they say you are on it.
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The steps
The day before, show me my notes from last session and what they committed to.
Send the notetaker to the session.
Afterwards, write the actions they agreed into their record with dates.
Message them the same day with those actions in one short list.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "Session prep and follow-up" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
More Coaching and consulting playbooks
Discovery call booked
From the booking to the call, so you show up prepared.
After a discovery call
The 24 hours that decide whether the proposal lands.
Proposal follow-up
Three touches, then stop. Most proposals die of silence on our side.
New client onboarding
Run it the day they sign, so week one feels organised.
Mid-engagement check
Halfway through a package, before it is too late to fix anything.
Renewal conversation
Start it two sessions before the package ends, never on the last one.