Prompts / Strategy, Startups & Consulting

Copilot prompt coach templates

This page gives coaches practical prompts for common work before, during, and after client sessions. Use the set to create useful drafts while protecting client confidentiality and professional judgment.

PromptOpen ChatGPTOpen Claude
Act as an operations assistant for a [COACHING NICHE] coach. Create a copy-paste prompt pack for my recurring work, tailored to my method, client stage, and boundaries.

My coaching niche and typical clients: [COACHING NICHE]
My process, offers, and session format: [COACHING PROCESS]
My voice and communication rules: [VOICE RULES]
Client goals or situations I commonly handle: [COMMON SITUATIONS]
Professional boundaries and topics to refer out: [BOUNDARIES]

Return six ready-to-use prompts, each with square-bracket fields a coach can fill in. Create prompts for: 1) a session agenda based on prior progress, 2) a post-session recap with commitments and dates, 3) a four-week practice plan, 4) a gentle accountability check-in, 5) discovery-call preparation, and 6) a difficult client conversation about missed commitments, scope, or fit.

Each prompt must tell the AI to separate observations from assumptions, ask no more than three clarifying questions when essential details are absent, and avoid diagnosing, guaranteeing outcomes, or presenting coaching as medical, legal, financial, or mental-health treatment. For client-facing writing, preserve consent and confidentiality: do not include identifiable client details unless the coach provides them and has permission to use them.

For every prompt, add a one-sentence note explaining when to use it and a short example of the expected output format. Make the prompts specific to the coaching method supplied, not generic motivational language.

Before answering, check that all six prompts use only information the coach can legitimately provide and that referral boundaries appear wherever a client issue could exceed coaching scope.

Fill in

PlaceholderWhat to enterExample
[COACHING NICHE]Describe your coaching specialty and the people you work with.Career coach for mid-career operations professionals moving into people-management roles.
[COACHING PROCESS]Explain your offer structure, method, session cadence, and any tools or frameworks you use.Six 50-minute sessions over three months; values inventory, stakeholder mapping, practice conversations, and a written action plan.
[VOICE RULES]Describe the tone, reading level, and phrases or approaches you want to avoid.Warm, direct, practical; avoid therapy language, hype, and promises about getting hired.
[COMMON SITUATIONS]List the goals, obstacles, and decision points that frequently arise with clients.Preparing for first manager interviews, handling conflict with peers, setting boundaries, and building a 90-day leadership plan.
[BOUNDARIES]State what is outside your scope and when you refer clients to another professional.Refer mental-health concerns to licensed clinicians, legal employment questions to counsel, and compensation advice requiring market data to a qualified specialist.

How to use

  1. Describe your real method before generating prompts so the outputs reflect the work you actually deliver.
  2. Remove names, employer details, health information, and other identifiers before pasting client notes into a public AI tool.
  3. Test the session-recap prompt against one completed session and compare the commitments with your own notes.
  4. For a refinement, send: “Rewrite prompt 4 for clients who prefer concise SMS check-ins, with no pressure language.”

Variations

Group program

Use this for cohort, workshop, or group-coaching facilitation.

Variation
Create a facilitation prompt for my group coaching program. Program topic: [TOPIC]. Participant level: [AUDIENCE]. Session length: [LENGTH]. Learning objective: [OBJECTIVE]. Activities available: [ACTIVITIES]. Write a run-of-show with timed sections, instructions, debrief questions, and an accessible alternative for participants who do not want to share personally. Include a facilitator script only where wording matters. Check that the plan fits the time and does not require participants to disclose sensitive information.

Client recap

Use this immediately after a one-to-one coaching session.

Variation
Write a client coaching recap from these session notes: [NOTES]. Client goal: [GOAL]. Agreed actions and dates: [COMMITMENTS]. My voice rules: [VOICE]. Produce an email with a three-line summary, decisions made, a numbered action list with owners and dates, and one reflective question for next session. Distinguish what the client said from my suggestions. Do not infer commitments or include confidential details not needed for the recipient.

Sales page

Use this to draft a clear description of a coaching offer.

Variation
Draft a coaching offer page from these facts: [OFFER DETAILS]. Ideal client: [IDEAL CLIENT]. Method: [METHOD]. Proof I can substantiate: [EVIDENCE]. Boundaries: [BOUNDARIES]. Return sections for who it is for, current problem, what happens in the engagement, practical outcomes, what is not included, and a clear next step. Avoid income, health, or transformation guarantees. Flag any claim that needs evidence before publication.

Tips

  • Keep session notes separate from client-facing recaps; your private observations should not automatically become part of an email.
  • Write commitments as a behavior, owner, and date, such as “Draft the stakeholder map by Thursday,” instead of “work on confidence.”
  • Build referral language into your templates before you need it, especially for mental health, legal employment issues, and individualized financial advice.
  • Use AI to generate options and structure; decide yourself what is appropriate for the client and coaching agreement.

FAQ

What are useful AI prompts for coaches?

Useful prompts turn inputs such as session notes, goals, and agreed commitments into agendas, recaps, practice plans, and outreach drafts. They should retain the coach's method and scope boundaries.

Can I paste client notes into ChatGPT?

Use your organization's privacy policy and the AI provider's settings. Remove identifying and sensitive information unless you have a clear basis and permission to process it.

Can AI replace a coach's judgment?

No. It can organize information and propose language, but the coach remains responsible for questions, boundaries, referrals, and the advice a client receives.

Related prompts

All Strategy, Startups & Consulting prompts →

Get a few prompts like this every week

Something Big is a free AI newsletter read by 50,000+ professionals. About three short emails a week with prompts and tools that work, plus what changed in AI and what to do about it.