Episode SummaryIn 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 LearnThe 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 > deliverHow blending AI into your existing habits beats starting “from scratch”The exact prompt and template Heather uses for instant client-ready emailsChapters:00:14 - Voice Memo to Action: Transforming Ideas into Action Plans01:13 - Utilizing AI for Efficient Note-Taking01:42 - Leveraging AI for Client Engagement02:22 - Integrating AI into Daily Tasks03:10 - Starting with AI: Enhancing Your PracticeStep-by-Step Workflow1. 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 Insight3 Action StepsMotivational check-in paragraphFormat as a friendly, client-facing email. Clarify and polish language as needed."Recommended AI ToolsOtter.ai: Fast, accurate voice transcriptsDescript: Transcribe and editGoogle Voice / iPhone Voice Memos + Google Docs transcriptionReady 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!ConnectRead the full workflow in the Start With AI newsletterSubscribe for more implementable tips every weekLinkedIn: Subscribe on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7341485265204482049

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