Feature · Preparation

Every session prepared before it begins

Before every session, a situation report ready to use: current goals, latest commitments, threads to reopen. You arrive prepared, without losing your morning to it.

SM

Session #11 · Sophie M.

Recorded

Thursday, May 14, 2026 · 09:00 (60 min) · One-on-one

Session scheduled · tomorrow 09:00

Consent OK

The bot will join the video call automatically at 09:00.

Pre-session briefing

generated yesterday at 18:00

Sophie is consolidating her new role as a division director. Current commitment: hold a weekly 30-minute one-on-one with Pierre.

Built partly on the coach's manual notes; the March 14 session was not recorded.

The problem

Preparation is the first thing we sacrifice

  • « I skim it all in the hallway. »

    Short on time, preparation happens at the last minute, skimming notes taken several weeks ago.

  • « Where were we again? »

    Without a situation report, the session starts by rebuilding context instead of moving forward.

  • « I forget to reopen a thread. »

    A commitment made, a lead left hanging: without a reminder, they fall away from one session to the next.

Pre-session brief

A situation report, ready to use

Before each session, Klarity gathers what you need in mind, on a page you read in thirty seconds.

  • Current goals and latest commitments
  • Threads to reopen since the last session
  • Generated automatically before each session
Pre-session briefgenerated 2 days ago

A synthesis to prepare your next session

Over eight sessions, Camille moved from paralyzing ambivalence to an owned decision: launching her training offer. The financial fear, long hidden, has lifted; her safety savings are in place and a first client has signed.

Suggested focus: firm up the offer and pricing, then set a switch-over date.

At the right moment

Delivered when you need it

The brief arrives at the moment you choose: the day before to anticipate, or just before the session to have it top of mind.

  • Configurable timing: the day before (6pm or 8am), or 1h before
  • Ready when you open the client record
  • Nothing to trigger, nothing to search for

Follow-up session

Session type configuration

Automatic pre-session brief

Recommended for follow-up sessions.

Pre-session questionnaire

For your eyes only, never sent to the client.

Summary sent to the client

You approve every email before it goes out.

Add to the client's memory

Feeds the longitudinal memory.

What you gain

More time where it counts

  • 01

    Zero last-minute review

    You open the record, everything is already there. No more five minutes of blanking before each session.

  • 02

    Real continuity

    The client feels followed: each session picks up where the previous one left off.

  • 03

    Full presence

    Freed from the load of rebuilding context, you enter the session fully available.

Prepare well, without giving up your evenings

A brief only helps if it's ready without effort. Klarity assembles the situation report from your past sessions and your notes, at the moment you choose, so preparation stops being a last-minute chore and becomes real time to step back.

Frequently asked

What coaches ask us

Everything you need to know about this Klarity feature.

Another question? Write to us
How do I prepare a coaching session effectively?

Re-read the client's context, their latest commitments and the threads left hanging, then form two or three working hypotheses. Klarity gathers these elements into a ready-to-use brief, generated before every session.

When is the brief available?

You choose the moment: the evening before, the morning before, or an hour before the session. The brief is ready when you open the client record, with no action on your part.

Does the brief work for a first session?

For a first session there's no history yet: the brief then draws on the client record and your preparation notes. It enriches itself with every session after that.

Go further

The rest of the Klarity ecosystem