Turn Coffee Breaks into Client Action Plans with AI!
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Turn Coffee Breaks into Client Action Plans with AI!
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Narrated by:
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About this listen
In this snackable episode, Heather V Masters reveals a game-changing AI workflow: turning a simple voice memo into a polished client summary and motivational action plan—ready to send before you’ve even left your post-session coffee shop. If you’re a coach or trainer aiming for maximum client impact in minimum time, this is your next micro-win.
What You’ll Learn- The fastest way to leverage AI for more impactful client follow-ups (without adding admin to your plate)
- A step-by-step workflow: record > transcribe > prompt > deliver
- How blending AI into your existing habits beats starting “from scratch”
- The exact prompt and template Heather uses for instant client-ready emails
Chapters:
- 00:14 - Voice Memo to Action: Transforming Ideas into Action Plans
- 01:13 - Utilizing AI for Efficient Note-Taking
- 01:42 - Leveraging AI for Client Engagement
- 02:22 - Integrating AI into Daily Tasks
- 03:10 - Starting with AI: Enhancing Your Practice
Step-by-Step Workflow
1. Record a Quick Voice Memo:
After your client session, speak your insights and next steps aloud into your phone (30–60 seconds is plenty!). Example:
“Key insight: Anna realized she procrastinates when tasks are vague. Action 1: Block planning time every Monday. Action 2: Set daily 3-task goals. Action 3: Share a weekly progress win.”
2. Transcribe with AI:
Use a tool like Otter.ai, Descript, or Google Voice to get a text version automatically.
3. Prompt Your AI Assistant:
Copy-paste your transcript and give this prompt:
“Turn the following notes into a professional session summary with 3 actionable steps and a motivational check-in email for the client. Keep it warm, confident, and practical.”4. Copy, review, and send to your client—done!
Heather’s Exact AI Prompt"Take my post-session notes and organise them as:- Session Insight
- 3 Action Steps
- Motivational check-in paragraph
- Format as a friendly, client-facing email. Clarify and polish language as needed."
Recommended AI Tools
- Otter.ai: Fast, accurate voice transcripts
- Descript: Transcribe and edit
- Google Voice / iPhone Voice Memos + Google Docs transcription
Ready to try it?
Use this workflow after your next session and DM Heather “ACTION” for a free template or to share your results.
Want your favourite productivity hack featured?
Send your micro-win to Heather for a future episode!
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