AI for Executive Coach

Tip: Pull themes from the pattern across several engagements, not from one specific client's situation this week. If a post reads like it could only be about one identifiable person, generalize it further before it goes live. That's a marketing-content prompt, so there's no session data involved here, just the shape of what leaders tend to struggle with.

Tip: Fill in your actual cancellation window and communication rules rather than leaving the AI's placeholder numbers in place. This one's fully generic (no client details go into the prompt), so it's a good one to build once and reuse for every new client rather than rewriting it each time.

Tip: Free chatbots occasionally invent a plausible-sounding title, misattribute an author, or describe a real book inaccurately. Before you pass any recommendation to a client, check that the title and author actually exist and that the one-line description matches what the book is really about.

Tip: Describe the client by role, industry, and challenge type rather than by name. That's enough detail for the AI to generate something useful, and it means nothing identifying ever leaves your hands. Treat the output as a starting list, not a script. The best question in the room is usually the one you ask in response to what they actually say, not the one you prepared the night before.

Tip: Session content is confidential under your coaching agreement and the ICF Code of Ethics, so this is the one prompt on this list where the redaction step matters most. Strip the client's name, employer, and any detail (a project name, a direct report's title) that would identify them to someone outside the engagement, and use an initial the way the example does. If your agreement doesn't already say whether AI tools can touch session content in any form, that's worth clarifying with the client before you rely on this regularly.

Tip: Describe the purpose of the call in general terms (what kind of conversation it is and why now) rather than naming the specific progress or setbacks you'd actually discuss. If a suggested response in the brief edges toward specifics you haven't cleared with the client to share, cut it before the call, not during it.

Tip: This document exists specifically to protect confidentiality, so feed the AI general themes only, never raw session notes, and never anything you haven't already decided is fair to share. Before you send a first version to any sponsor, confirm with the client what they're comfortable having summarized this way. That conversation, not the prompt, is what the client agreement and the ICF Code of Ethics actually require here.

Tip: Describe the situation in broad terms (a category of decision, not the client's actual circumstances) and you'll get a worksheet general enough to reuse with several clients facing a similar crossroads. Most coaches are surprised how usable a first draft is with barely any editing.