01
Create Template
Create a client progress template
Made for Therapists
Track Progress Towards Client Goals
Also useful for: people in Caregivers, people in Healthcare Professionals
30 min
Caregivers
Therapist
Advance Your Career
Career outcome:
Improve Career Stability
Create a template to track client progress and goals.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Create a client progress template to track goals and objectives.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Outline Plan
Outline a progress tracking plan
03
Identify Goals
Identify client goals and objectives
Make Your Play
Track Progress Towards Client Goals
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Enter client name
Enter client goal
Enter progress metrics
Enter session frequency
Enter desired outcome
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Create Template
Create a client progress template
02
Outline Plan
Outline a progress tracking plan
03
Identify Goals
Identify client goals and objectives
Fill in the fields above to generate your prompt preview.
Assembled prompt
Use this when
You need to track client progress and goals.
You'll need
- Client Name
- Client Goal
- Progress Metrics
- Session Frequency
- Desired Outcome
You'll get
- Client progress template created
- Progress tracking plan outlined
- Goals and objectives identified.
By the end of this playbook
You will have:
- Client progress template created
- Progress tracking plan outlined
- Goals and objectives identified.
Examples
Progress 1 of 3