The setup order: building a coaching report template in Ember Console, step by step

A coaching report template goes together in one order: letterhead, then section names, then one prompt a section, then the test each has to pass. I build Ember Console, a session-report builder for coaches, and that order is its setup. It is in closed beta.

Seven of the nine results on Google’s first page for that phrase are documents you download and fill in yourself: SlideTeam, Template.net, Scribd, a Pinterest board of printable logs. Useful pages, and not one can tell you when a section came out weak.

How do you set up a coaching report template?

The first step has nothing to do with the AI. Your letterhead never changes between sessions, so it goes on before any prompt gets written. Four reports a month on the free plan are enough to build a template and fix it twice.

1. Put your letterhead on the template before anything else.
2. Name the sections of the report you already send.
3. Write one prompt per section, in plain sentences.
4. Write one eval per section: the standard it must clear.
5. Run one real session through the finished template.
6. Read the first report before you send it.

Step four is the one a downloaded template cannot have. An eval is a standard written so you can mark a section pass or fail, which is what lets the template repeat next week.

What should a coaching report include?

The sections you already send, in the order you send them. Each becomes a box: a name, a prompt saying what goes in it, and an eval saying what it has to clear.

The Ember landing page describes the pair this way: “Get tailored AI output for every section of your template, while Ember learns from your edits and checks each result against your own criteria.”

Each time an AI builds the report it gets every prompt and the eval system, and reworks each box until it clears the standard you set, which is the box system. The report arrives seconds after the session ends, on your letterhead, in your own sections.

What is not stated yet?

Three questions about the template are open, and the answers are mine to publish.

1. How the letterhead gets set: an upload, typed fields, per template or per coach.
2. Whether a language preference belongs to the template, the client or the single report.
3. Whether one coach keeps several templates, and how a report picks one.

The pricing page lists unlimited templates on the Individual plan, so the third question is really about the picking, which a coach sending a client report and a sponsor report needs answered at setup.

Set the letterhead and the section names before your next session, and write the evals after it, while you can still hear what the report got wrong.

Questions people ask next?

How do you write a coaching report?

Write one by hand first, in your own order, and keep the sections you would send again. Each kept section becomes a box with a prompt and an eval, which is what turns one write-up into a template.

Can I export a coaching report as a PDF?

The pricing page says every plan keeps your letterhead and exports to PDF or Word. What makes next week’s report come out like this week’s is the prompt and the eval behind each section.

How many boxes should a template have?

No number is stated anywhere, so I will not invent one. Count the sections in the last report you sent a client, and start there. Whether you can add or reorder boxes later is one of the questions still blank on my own fact sheet.