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Grok Bot+18 agentsCoaching Intake Summarizer
Turn a new client's intake form into a one-page profile, questions to explore, and an agenda for your first session.
Free
Coaching Intake Summarizer
Example session with this skill installed
Here's my new client's intake form. I do career coaching, 6 sessions of 60 minutes on video. Our first session is Tuesday 22 September 2026. Prepare me for it.
Intake answers (fictional client):
- Name: Maya Laurent
- Preferred name and pronouns: Maya, she/her
- Time zone: Paris (CET)
- Best way to reach you: Email
What made you decide to look for a coach now?
I was passed over for a team-lead role for the second time this year. My manager said I'm "great at the work but not visible enough". I don't want a third time.
What would you like to be different in 3 to 6 months?
Either be in a lead role or have a clear plan to get there. Stop feeling invisible in meetings.
How will you know coaching has worked for you?
I'd apply for the next internal lead role and actually feel ready for the conversation.
Describe your current situation.
Senior UX designer, 6 years at the same company. People come to me for help, but in meetings I stay quiet and someone else presents the ideas.
What have you already tried?
I did an online leadership course last year. Good content, but I never applied any of it.
What tends to get in your way?
I hate self-promotion. I overthink emails and messages. I also take on everyone's work, so I never have time for my own priorities.
Priorities (importance / current satisfaction, 1-10):
Career 10 / 4 · Health and energy 7 / 6 · Relationships 8 / 8 · Money 6 / 7 · Personal growth 9 / 5
How you like to work: Direct and challenging · Clear action steps · Short check-ins between sessions
Readiness (1-10): 8
Anything else? Please be direct with me. I respond better to a push than to gentle encouragement.
- Read your context and instructions
- Compiled the coaching intake summarizer
Client profile: Maya Laurent
Intake received [date] · First session Tuesday 22 September 2026
In their words
"I was passed over for a team-lead role for the second time this year… I don't want a third time."
Goals
| Goal, as the client put it | Sharper version to agree on | How we'll know |
|---|---|---|
| "Be in a lead role or have a clear plan to get there" | Agree a written plan with her manager for a team-lead role, including the criteria and a timeline | A plan exists and has been discussed with her manager |
| "Stop feeling invisible in meetings" | Speak first or present her own idea in at least one team meeting a week | She tracks it weekly and reports it at check-in |
| "Apply for the next internal lead role and feel ready" | Apply for the next suitable opening, with prepared talking points about her impact | Application sent; she rates her readiness 7/10 or higher |
Context
- Why now: passed over for a team-lead role twice this year; feedback was "not visible enough".
- Already tried: an online leadership course last year; she did not apply what she learned.
What gets in the way: dislikes self-promotion, overthinks emails and messages, takes on others' work and loses time for her own priorities.
Priorities
| Area | Importance | Satisfaction | Gap |
|---|---|---|---|
| Career | 10 | 4 | 6 |
| Personal growth | 9 | 5 | 4 |
| Health and energy | 7 | 6 | 1 |
| Relationships | 8 | 8 | 0 |
| Money | 6 | 7 | -1 |
How they like to work
- Style: direct and challenging · Learns best by: clear action steps · Between sessions: short check-ins · Readiness: 8/10
Questions to explore in session 1
- What would your manager need to see from you in the next three months to say yes to a lead role?
- When you stay quiet in a meeting, what goes through your mind just before?
- What does "self-promotion" mean to you, and what would a version you are comfortable with look like?
- Which requests from colleagues could you hand back or decline without real harm?
Draft agenda for session 1 (60 min)
| Minutes | Focus |
|---|---|
| 0–10 | Welcome, confidentiality, how we will work together (direct style, short check-ins) |
| 10–25 | Sharpen the three goals and agree how we will measure them |
| 25–40 | Explore visibility: the meeting moments and what stops her speaking |
| 40–50 | Choose one small, dated action for the next two weeks |
| 50–60 | Recap, commitments, and how check-ins between sessions will work |
To confirm before the session (for the coach only)
- "Sharper versions" of the goals are suggestions to agree with Maya, not decisions.
- Intake received date was not given.
- "Short check-ins between sessions": agree the channel and frequency (email, as she prefers?).
Store this profile securely, as it contains personal client information.
Connects securely to your tools. The creator never sees your data.
About this skill
Paste a completed intake form, questionnaire answers or notes from a welcome call. You walk into the first session already understanding your client.
What you get
- The client's goals in their own words, next to a sharper version to agree on together
- Why now, what they have tried, and what gets in the way
- Priority areas sorted by the gap between importance and satisfaction
- Their preferred coaching style and readiness score
- 3 to 5 open questions to explore, and a timed first-session agenda
What makes it reliable
- Checks for signs a client may need support beyond coaching, quotes them for you, and suggests referral; it never diagnoses
- Keeps every fact traceable to the form; nothing is assumed about age, job or history
- Agenda minutes always add up to your session length
Good to know
- Works with Claude Code, the Claude app and other agents that support SKILL.md
- Pure instructions: no scripts, no network calls, no dependencies
- Includes a worked example with a fictional client in examples/
- Not therapy, medical or legal advice
- Free from Fairdraft Studio. Our other coaching skills cover proposals, agreements, session notes and progress reviews.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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Verified clean 18 days ago
- Free to download with an account