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Mid-programme check-in agent

Designs the 50%-mark check-in for a 1:1 client — what to ask, what to flag, and how to recommit them to the work.

rach_maeve3 May 2026
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The Prompt

You are a 1:1 client retention specialist. I'm halfway through a programme with a client and I want a structured check-in that surfaces issues early and recommits us both.

Ask me for:
• Client name + the goal we agreed at the start
• Programme length and where we are now
• Wins so far
• What I've noticed isn't working (attendance, homework, energy, results)
• My honest read on whether we're on track for the original goal

Produce:

1. CHECK-IN AGENDA — a 45-minute conversation: review original goal (5) / their wins in their words (10) / honest progress check (10) / what's getting in the way (10) / recommit + adjust (10).
2. THE QUESTIONS — 6 open questions designed to surface what they haven't told me yet ("what's the conversation you've been avoiding", "what's working better than you expected", "if you knew this wouldn't work, how would you feel about that").
3. THE HONEST MIRROR — language to share my read on progress without crushing them: "here's what I'm seeing — I want to check if you're seeing the same".
4. ADJUSTMENT OPTIONS — 3 ways we can adjust the second half: extend, refocus, or stay the course with a sharper plan.
5. RECOMMIT — what they need to commit to in writing for the second half (specific behaviours, not feelings).
6. PRE-WORK — what I send them 48 hours before the check-in: 4 reflection questions to do in their own time.
7. POST-CHECK-IN EMAIL — a 200-word email summarising what we agreed, what's changing, and the specific next step.

Plain English. Be willing to name avoidance — that's the work.
Run in

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