Free kit for coaches · from Dani
Sounds Like You
Session notes and follow-ups, drafted in your voice in minutes. Nothing reaches a client until you’ve read it.
- Voice
- Consent
- Prep
- Notes
- Follow-up
Why this works
You became a coach for the conversation. Not for the hour after it.
I’ve been a coach. I know that hour. The notes. The recap. The “what did we say last time?” five minutes before the next call. I’ve also taught coaches to hand that hour to AI, live.
The fear I hear most is “my clients will be able to tell.” Fair. Most AI writing sounds like a LinkedIn post. So this kit starts with your voice, not the tool. Then it gives AI a strict job: fill the template, quote exactly, flag what it isn’t sure about. You check it, you send it.
A Voice File teaches it how you actually talk.
Every draft waits for you. Nothing sends itself.
Names and health details never go in.
Before you start
Set it up once.
- Make a project in Claude or ChatGPT. Switch model training off first (see What never goes in).
- Put three things in it: your Voice File (step 1), the note template (step 4) and one recap you’ve sent before, with names removed.
- Make it ask before it answers. Add this to anything that matters: “Before you answer, ask me 3 questions that would help you do your best work.”
- Nothing reaches a client until you’ve read it. That rule never bends.
Every prompt has a copy button. Swap anything in [BRACKETS] for your own words.
1 · Your Voice File
15 min, onceAI flattens your voice unless you show it what yours sounds like. Build this once and every draft starts from you.
Gather 5 to 10 pieces of your writing you’re proud of. Emails, captions, messages to clients, or a voice memo of you talking.
A one-page Voice File. Save it in your project. You never paste it again.
I'm giving you 5 to 10 pieces of my own writing that I'm proud of: emails, captions, messages to clients, or a transcript of me talking. Build my Voice File, with these headings: - How my sentences move (short, long, fragments) - Words I use a lot - Words I never use - Phrases that are mine - How I open and how I sign off - Things I would never write (for example: fake hype, emoji bullets, "unlock your potential") Only describe what is really in my writing. Quote me wherever you can. My writing: [PASTE 5 TO 10 SAMPLES]
2 · Ask first
2 min, once per clientThink of the recorder as a third person in the room. You’d never bring a colleague into a session without introducing them. Introduce the tool the same way: out loud, and in your coaching agreement.
Before we start: I use an AI tool to help write up my notes. [The call is recorded / I record a short voice note after we finish.] The tool drafts a note, and I read and correct every one myself. Names and health details stay out. I delete the recording after [30] days and keep only the note. You can say no, now or later, and nothing about our work changes. Are you comfortable with that?
Don’t want to record at all? Straight after the session, talk into your phone for two minutes: what they said, what they committed to, what you noticed. That voice memo is enough for every prompt below. Recording rules differ by country and state, so add a line about AI notes to your agreement too.
3 · Five-Minute Prep
5 min, before each sessionWalk in knowing exactly where you left off. Read it in 90 seconds while the kettle boils.
Paste your last two notes and anything they’ve sent you since, names replaced.
A one-page session brief, with one thing to celebrate they may not have noticed.
I have a session with [CLIENT] soon. Here are my notes from our last 2 sessions and anything they've sent me since, with names replaced: [PASTE] Give me a one-page session brief I can read in 90 seconds: - Where we left off (2 sentences) - What they committed to, in their words - What they were afraid of or pushing back on last time - 3 open questions to lead with - One thing to celebrate that they may not have noticed themselves Only use what is in my notes. If something isn't there, write "not in notes".
4 · The session note
10 min, within the hourNobody rereads a transcript. You reread the note, for about a minute. Build it for that minute.
| Field | What goes in | Who writes it |
|---|---|---|
| Their words | 2 to 4 lines, quoted exactly | AI pulls, you check |
| Commitments | What they’ll do and by when, in their words | AI pulls, you check |
| Themes | Up to 3, one line each | AI drafts |
| What shifted | One or two sentences | You |
| What I noticed | Your read: patterns, hunches | You, never the tool |
| Thread for next time | One question to open with | AI suggests, you choose |
| Check this | Anything AI guessed | AI flags |
“What I noticed” is the coaching. Keep it out of the tool. A half-formed hunch about a person reads very differently once a machine has typed it up neatly.
You're helping me write up a coaching session. Names are already replaced with [CLIENT], [MANAGER] and so on. Keep them that way. Fill my note template: - Their words: 2 to 4 lines quoted exactly. Never put a paraphrase inside quote marks. - Commitments: what they said they'd do, by when, in their words. No date? Write "no date". - Themes: up to 3, one line each. - Thread for next time: one question I could open with. - Check this: anything you guessed or weren't sure about. Leave "What shifted" and "What I noticed" blank. I write those. Rules: - Only use what's in the transcript. If it wasn't discussed, write "not discussed". - Leave out health details, other people's private information and anything said off the record. - Don't diagnose or describe their personality. - No praise, no advice, no adjectives about their growth. Transcript or voice memo: [PASTE]
5 · The follow-up
5 minTheir line. Their commitment. Your sign-off. That’s the whole email.
Using my Voice File and the note above, draft a recap email to [CLIENT]. - Under 150 words. - Open with their strongest line, quoted exactly. - Name the one commitment, in their words. - End with our next session date: [DATE]. - Match the tone of the past recap in this project. Sound like me on a good day. Then show me any sentence that doesn't sound like me, with a tighter version next to it.
Subject: Thursday
Hi [CLIENT],
“I think I’m waiting to be picked.” I keep coming back to that line.
Your next step, in your words: put it on the agenda for Thursday and ask for a date to come back to it. Even if the answer is no.
You don’t need the whole conversation on Thursday. Just the date.
See you on the 16th.
- Are the quotes real? Word for word.
- Is it the commitment they made, or a tidier one? AI loves turning a “maybe” into a plan.
- Did anything private slip in?
- Read it out loud. Would your client know it’s from you?
- What’s under “Check this”?
Every mistake you catch becomes a rule. Add it to your project’s instructions so it can’t come back quietly. That’s the whole maintenance plan.
Keep this card next to your laptop
What never goes in.
The safest private detail is the one you never pasted. Before anything goes into an AI tool, take out:
- Names, including the people your client mentions: partners, managers, children.
- Health: diagnoses, medication, therapy, anything about body or mind that isn’t the coaching goal.
- Anything said “off the record” or “don’t write this down”.
- What an executive client doesn’t want their employer to know.
- Money details: salaries, debts, account numbers.
- Anything about a child.
- Your own “What I noticed” hunches.
Then switch model training off. In ChatGPT: Settings → Data controls → turn off “Improve the model for everyone”. In Claude: Settings → Privacy → turn off “Help improve Claude”. Do it before the first real session.
AI for Coaches · live workshop with Dani
Want to build the whole thing live?
Bring your session notes. We build this around your practice, together: your Voice File, your note template, your follow-ups. Then one talk becomes a week of posts that sound like you.
Not a certification. A working session. You leave with prep and follow-ups drafted in your voice, and nothing reaches a client until you’ve read it.