Step 1: Locate Your Client’s Assignment
From your dashboard or Library, go to your list of assignments.
Use the Client Filter to find the client whose work you’d like to review (for example, Jack Browner).
Select the completed assignment — such as Smart Goal Setting.
You’ll see an overview that includes:
Due date and completion date
Status (e.g., Completed, In Progress)
The original assignment content displayed on the right side of your screen
Step 2: View the Client’s Reflection
Click into the Client Reflection tab or section.
Here you’ll see everything your client wrote — along with the conversation between your client and Evolve AI.
This includes the client’s responses
The AI’s supportive prompts or follow-ups
💡 Tip: This is the best place to understand how your client engaged with the material — their mindset, progress, and insights.
Step 3: Summarize or Analyze with AI
If the reflection is long, you can use CoachAI to quickly summarize key points. Try prompts like:
“Give me two main takeaways from the assignment Jack completed.”
“What insights from this reflection should I bring into our next session?”
EvolveWell will instantly summarize the client’s responses, highlight key learnings, and suggest relevant discussion topics.
Step 4: Create a Personalized Follow-Up Assignment
Once you’ve reviewed your client’s work, you can use AI to build a new, tailored assignment based on their reflection.
Simply ask:
“Create a follow-up assignment based on Jack’s most recent reflection.”
EvolveWell will generate a personalized next-step assignment that aligns with the client’s current goals — for example:
“Launching Your AI Professionals Group: Turning Plans into Action.”
You can then review, edit, and send this assignment directly to your client.
✅ Summary
Filter by your client’s name to locate their completed work.
Review both the original content and the client’s reflection.
Use AI to summarize insights or identify discussion points for your next session.
Instantly generate custom follow-up assignments to maintain momentum and deepen progress.