The biggest challenge for coaches scaling their practice is not finding clients. It is creating personalized content for each client without burning out. Worksheets, session summaries, action plans - the materials that make coaching transformational take hours to create from scratch.
AI can help, but generic prompts produce generic content. Your clients chose you for your unique methodology, your specific frameworks, your way of seeing their challenges. This guide shows you how to prompt AI to create coaching content that sounds like you, scales like software, and transforms like one-on-one work.
Before
Write a worksheet for my coaching client.
After
Create a client worksheet for [CLIENT NAME] based on our session discussion. MY COACHING METHODOLOGY: - Framework: [YOUR METHODOLOGY NAME - e.g., "The 4 Pillars of Leadership"] - Core principles: [LIST 3-4 FOUNDATIONAL BELIEFS] - Language I use: [KEY TERMS - e.g., "growth edge" vs "weakness"] - My coaching style: [DIRECT/SUPPORTIVE/CHALLENGING/etc.] CLIENT CONTEXT: - Current focus: [SPECIFIC CHALLENGE THEY ARE WORKING ON] - Stage in program: [ONBOARDING/ACTIVE/ADVANCED/GRADUATING] - Learning style: [VISUAL/VERBAL/KINESTHETIC if known] - Key insight from last session: [BREAKTHROUGH OR REALIZATION] WORKSHEET STRUCTURE: 1. Reflection section (connect to last session insight) 2. Self-assessment (3-5 questions using my methodology terms) 3. Action planning (specific, measurable commitments) 4. Accountability check (how they will track progress) CONSTRAINTS: - Use my terminology, not generic coaching language - Include space for written responses - Make it completable in 15-20 minutes - End with a motivating affirmation in my voice
The TRANSFORM Framework
Great coaching content does nine things. Use this framework to ensure every piece you create with AI serves your clients and scales your methodology.
1
Trust-building
Content that establishes rapport and demonstrates understanding. Welcome packets, intake reflections, and personalized onboarding materials.
2
Reflection questions
Prompts that help clients examine their situation deeply. Self-assessments, journaling prompts, and pre-session reflection exercises.
3
Action steps
Clear, achievable tasks that move clients toward their goals. Micro-commitments, homework assignments, and between-session activities.
4
Next milestones
Visible progress markers that maintain momentum. 30/60/90 day goals, phase completions, and celebration touchpoints.
5
Support resources
Tools and materials that reinforce learning. Cheat sheets, quick reference guides, and curated reading lists.
6
Feedback loops
Mechanisms to gather client input and adjust approach. Progress surveys, session ratings, and outcome tracking.
7
Outcome tracking
Documentation of wins, breakthroughs, and measurable progress. Success logs, metric dashboards, and before/after comparisons.
8
Review prompts
Content that encourages clients to synthesize learnings. Weekly recaps, monthly reviews, and program retrospectives.
9
Methodology integration
Ensuring all content reflects your unique framework. Your terminology, your models, your approach consistently represented.
Insight
The key to scaling coaching is not producing more content. It is producing the right content at the right time. Map each content type to your client journey.
Client Worksheets
Worksheets bridge the gap between sessions. They turn insights into reflection and reflection into action. The best worksheets feel like a continuation of your conversation.
Client Worksheet Prompt
Create a coaching worksheet for [TOPIC/CHALLENGE]. MY METHODOLOGY CONTEXT: - Framework name: [YOUR FRAMEWORK] - Key model I use for this topic: [SPECIFIC MODEL] - My terminology: [KEY TERMS YOU USE] - Philosophy: [YOUR BELIEF ABOUT THIS TOPIC] CLIENT CONTEXT: - Name: [CLIENT NAME] - Current challenge: [SPECIFIC SITUATION] - Where they are stuck: [BLOCKER OR PATTERN] - Goal: [DESIRED OUTCOME] WORKSHEET SECTIONS: 1. REFLECTION (5 min) - Opening question that connects to their specific situation - 2-3 deeper questions using my framework terminology - Space to capture initial thoughts 2. SELF-ASSESSMENT (5 min) - Rate yourself questions (1-10 scale) on relevant dimensions - Pattern recognition prompts - Gap identification between current and desired state 3. ACTION DESIGN (5 min) - Identify one specific action for this week - Define what success looks like - Anticipate obstacles and plan responses - Choose an accountability mechanism 4. COMMITMENT (2 min) - Written commitment statement - Signature/date line - Reminder of why this matters (connect to their bigger goal) FORMAT REQUIREMENTS: - Use my voice and terminology throughout - Include enough white space for writing - Make instructions clear and specific - Keep total completion time under 20 minutes
Pro Tip
Save your methodology context as a reusable prompt snippet. Add it to every content request to maintain consistency across all materials.
Session Prep Materials
Pre-session materials help clients arrive ready to do deep work. They also help you prepare by surfacing what is top of mind for the client.
Session Prep Prompt
Create a pre-session reflection for [CLIENT NAME] before our [SESSION NUMBER] session. SESSION CONTEXT: - Previous session focus: [TOPIC COVERED] - Homework assigned: [WHAT THEY COMMITTED TO] - Key insight they had: [BREAKTHROUGH MOMENT] - Next session focus: [PLANNED TOPIC] CREATE A PRE-SESSION DOCUMENT THAT INCLUDES: 1. PROGRESS CHECK (3-5 questions) - How did the homework/action item go? - What worked? What did you learn? - What got in the way, if anything? - Rate your progress this week (1-10) 2. CURRENT STATE (2-3 questions) - What is most on your mind right now? - What do you most want to address in our session? - Is there anything you have been avoiding that needs attention? 3. SESSION PREPARATION - One thing to bring to the session (journal, specific example, data) - Suggested reflection question to sit with before we meet - Reminder of their bigger goal and why it matters TONE: Warm but focused. Mirror my coaching style. FORMAT: Easy to complete in 10 minutes or less.
Session Summaries
Post-session summaries reinforce learning and create accountability. They show clients you were listening and give them a record of their growth journey.
Before
Write a summary of my coaching session.
After
Write a session summary for [CLIENT NAME] from our session on [DATE]. SESSION DETAILS: - Duration: [TIME] - Main topic: [FOCUS AREA] - Key challenges discussed: [LIST 2-3] - Breakthroughs/insights: [WHAT THEY REALIZED] - Emotions present: [ENERGY LEVEL, FEELINGS EXPRESSED] MY METHODOLOGY CONNECTION: - Framework element we explored: [SPECIFIC PART OF YOUR METHOD] - How this connects to their overall journey: [CONTEXT] - Progress toward their program goals: [STATUS] SUMMARY STRUCTURE: 1. SESSION OVERVIEW (2-3 sentences) What we focused on and why it mattered 2. KEY INSIGHTS (bullet points) - The main realizations they had - Quotes or phrases they said that captured it - Connections they made 3. COMMITMENTS MADE (numbered list) - Specific actions they agreed to take - Due dates/timelines - How they will track progress 4. NEXT SESSION PREVIEW - What we will build on - Suggested focus area - Any prep work for them 5. CLOSING AFFIRMATION A personalized encouragement in my voice that acknowledges their work TONE: Celebratory of progress, honest about challenges, forward-looking LENGTH: One page maximum
Warning
Session summaries are documentation. Never include anything the client did not actually say or commit to. AI can help you organize - you verify accuracy.
Action Plans
Action plans turn coaching conversations into concrete roadmaps. They should be specific enough to follow but flexible enough to adapt.
30-Day Action Plan Prompt
Create a 30-day action plan for [CLIENT NAME] focused on [GOAL].
CONTEXT:
- Client's current situation: [WHERE THEY ARE NOW]
- Desired outcome: [WHERE THEY WANT TO BE]
- Available time/resources: [CONSTRAINTS]
- Support system: [WHO CAN HELP THEM]
- Past patterns to watch for: [TYPICAL BLOCKERS]
MY METHODOLOGY:
- This goal connects to my [FRAMEWORK ELEMENT]
- Key principles to apply: [2-3 PRINCIPLES]
- Success metrics I use: [HOW TO MEASURE PROGRESS]
ACTION PLAN STRUCTURE:
WEEK 1: FOUNDATION
- Daily practice: [SMALL CONSISTENT ACTION]
- One-time setup: [WHAT TO PUT IN PLACE]
- Mindset focus: [MENTAL SHIFT NEEDED]
- Check-in trigger: [HOW THEY KNOW IT IS WORKING]
WEEK 2: BUILDING
- Expand the practice: [NEXT LEVEL]
- New behavior to add: [ADDITIONAL ACTION]
- Reflection prompt: [QUESTION TO CONSIDER]
- Potential obstacle: [WHAT MIGHT DERAIL] + response plan
WEEK 3: DEEPENING
- Challenge to tackle: [STRETCH GOAL]
- Integration activity: [COMBINING SKILLS]
- Accountability check: [SCHEDULED REVIEW]
- Adjustment point: [WHAT TO EVALUATE]
WEEK 4: CONSOLIDATION
- Celebrate: [HOW TO ACKNOWLEDGE PROGRESS]
- Reflect: [WHAT TO JOURNAL ABOUT]
- Plan ahead: [NEXT 30-DAY FOCUS]
- Share: [WHO TO TELL ABOUT THEIR PROGRESS]
FORMAT:
- Clear daily/weekly actions
- Built-in flexibility ("if this, then that" options)
- Aligned with my methodology language
- Include specific metrics where possibleProgress Check-Ins
Between-session check-ins maintain momentum without requiring live time. They show clients you are thinking about them and keep them accountable.
Progress Check-In Prompt
Write a mid-week check-in message for [CLIENT NAME]. CONTEXT: - Last session: [DATE AND MAIN TOPIC] - Their commitment: [WHAT THEY SAID THEY WOULD DO] - Their typical pattern: [TENDENCY TO DELAY/OVERTHINK/etc.] - Current life context: [ANYTHING RELEVANT - busy week, travel, etc.] MY COACHING STYLE: - How I show support: [ENCOURAGING/DIRECT/QUESTIONING] - My signature phrases: [THINGS I OFTEN SAY] - Level of push appropriate: [GENTLE/MODERATE/STRONG] CHECK-IN MESSAGE SHOULD: 1. Open with warmth (acknowledge them as a person) 2. Reference their specific commitment (show you remember) 3. Ask one focused question (not overwhelming) 4. Offer perspective or encouragement 5. Close with confidence in them TONE: [CHOOSE: Supportive cheerleader / Accountability partner / Curious coach] LENGTH: 3-5 sentences maximum FORMAT: Text message or short email style
Accountability Emails
Weekly accountability emails create rhythm in the coaching relationship. They celebrate wins, acknowledge struggles, and keep the momentum going.
Weekly Accountability Email Prompt
Write a weekly accountability email for [CLIENT NAME]. THIS WEEK'S DATA: - Commitments made: [LIST] - Commitments completed: [LIST] - Wins reported: [WHAT THEY SHARED] - Challenges mentioned: [STRUGGLES] - Overall progress: [YOUR ASSESSMENT] PROGRAM CONTEXT: - Week [X] of [TOTAL] in their program - Phase: [ONBOARDING/GROWTH/MASTERY/GRADUATION] - Milestone approaching: [IF ANY] MY VOICE: - How I celebrate: [STYLE] - How I address missed commitments: [APPROACH] - My philosophy on accountability: [BELIEF] EMAIL STRUCTURE: SUBJECT LINE: [Something specific and personal] OPENING: Acknowledge the week - their effort, not just results WINS SECTION: - Celebrate specific accomplishments - Connect to bigger goal - Note growth you are seeing GROWTH EDGE SECTION (if needed): - Address missed commitments without judgment - Offer perspective or reframe - Ask a coaching question LOOKING AHEAD: - Preview next week's focus - Suggest one priority - End with belief in them SIGN-OFF: In my authentic voice LENGTH: 200-300 words TONE: Real, not performative positivity
Pro Tip
Batch your accountability emails. Generate all of them at once, then personalize and send. This takes 30 minutes instead of 3 hours.
Maintaining Your Methodology with AI
The risk of using AI for coaching content is diluting what makes you unique. Here is how to ensure every piece of content sounds like you and reflects your approach.
Build a reference document that captures your unique coaching approach.
MY COACHING METHODOLOGY REFERENCE FRAMEWORK NAME: [Your proprietary name] TAGLINE: [One sentence that captures your approach] CORE PRINCIPLES: 1. [Principle 1]: [Brief explanation] 2. [Principle 2]: [Brief explanation] 3. [Principle 3]: [Brief explanation] MY TERMINOLOGY: - Instead of "goals" I say: [Your term] - Instead of "obstacles" I say: [Your term] - Instead of "accountability" I say: [Your term] - My signature phrases: [List 3-5] MY MODELS/FRAMEWORKS: - [Model 1 name]: [When I use it, key elements] - [Model 2 name]: [When I use it, key elements] MY COACHING STYLE: - Primary approach: [Direct/Supportive/Challenging/Curious] - How I build trust: [Your approach] - How I create accountability: [Your approach] - How I celebrate wins: [Your approach] MY BELIEFS ABOUT CHANGE: - What I believe about how people grow: [Belief] - What I believe about resistance: [Belief] - What I believe about failure: [Belief] WHAT I NEVER DO: - [Thing you avoid] - [Thing you avoid] - [Language you never use]
Reference this document in every AI prompt. It becomes your quality control filter.
Review every piece of AI-generated content against these questions.
- Does this sound like me or generic coaching speak?
- Are my terminology and frameworks used correctly?
- Would my client recognize this as coming from me?
- Does it reflect my beliefs about change and growth?
- Is the tone consistent with how I communicate?
- Does it avoid language I would never use?
- Would I be proud to put my name on this?
Include examples of your actual writing to help AI match your style.
VOICE CALIBRATION EXAMPLES: Here is how I typically write to clients: EXAMPLE 1 (Celebrating a win): "[Paste an actual message you sent]" EXAMPLE 2 (Addressing a missed commitment): "[Paste an actual message you sent]" EXAMPLE 3 (Providing encouragement): "[Paste an actual message you sent]" Match this voice - the rhythm, the warmth level, the directness, the specific word choices.
Insight
Your methodology is your moat. The more precisely you can articulate it to AI, the more it protects what makes you irreplaceable while letting you scale.
Content Types by Coaching Phase
Different stages of the client journey need different content. Here is what to create and when.
Onboarding Phase (Weeks 1-2)
Focus: Building trust, setting expectations, establishing the relationship
- Welcome packet introducing your methodology
- Intake questionnaire analyzing their starting point
- Goal-setting worksheet using your framework
- First session summary with program roadmap
- Quick-start guide to working with you
Active Coaching Phase (Weeks 3-10)
Focus: Deep work, building skills, maintaining momentum
- Weekly session prep reflections
- Detailed session summaries with action items
- Topic-specific worksheets for each focus area
- Mid-week check-in messages
- 30/60-day action plans
- Progress tracking templates
- Resource recommendations (articles, books, tools)
Graduation Phase (Final 2 weeks)
Focus: Integration, independence, celebrating transformation
- Journey retrospective document (before/after)
- Key learnings synthesis worksheet
- Sustainability plan for maintaining progress
- Self-coaching toolkit (your methodology in their hands)
- Testimonial request with guided questions
- Referral invitation
- Alumni community welcome
Phase-Specific Content Prompt
Create a [CONTENT TYPE] for a client in the [PHASE] of my coaching program. PHASE CONTEXT: - Program stage: [ONBOARDING/ACTIVE/GRADUATION] - Week: [NUMBER] of [TOTAL] - Phase goals: [WHAT THIS PHASE IS ABOUT] - Typical client state: [HOW CLIENTS FEEL AT THIS POINT] CLIENT SPECIFICS: - Name: [CLIENT NAME] - Their journey so far: [BRIEF SUMMARY] - Current focus: [THIS PHASE'S MAIN WORK] - Unique situation: [ANYTHING SPECIFIC TO THEM] MY METHODOLOGY FOR THIS PHASE: - Key framework element: [WHAT YOU FOCUS ON] - Essential skills to build: [WHAT THEY LEARN] - Common challenges: [WHAT COMES UP] - Success indicators: [HOW YOU KNOW IT IS WORKING] CREATE CONTENT THAT: - Matches where they are in the journey - Builds on previous phase work - Prepares them for what comes next - Uses appropriate level of challenge - Reflects the emotional tone of this phase
Next Steps
You now have the TRANSFORM framework and templates for every type of coaching content. The next step is building your methodology reference document and creating your first batch of personalized client materials.
AskSmarter.ai can guide you through this process with questions about your unique methodology, your client types, and the specific content you need to create.
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