Value Recap
Why a value recap matters
A client may like the session and still forget its commercial value. The 2026 SAGE workplace coaching study linked coaching participation with lower turnover and higher promotion rates in one large healthcare organisation, Checked 2026-07-09 on SAGE. That supports coaching as a category, but each client still needs specific proof.
The recap is where that proof is made visible. It should be short, dated and tied to the agreed goal. It gives the client words they can repeat when judging the value of the work.
How it works in practice
A useful recap has 4 parts: decision, reason, action and evidence to watch. MentPass creates value recaps from notes, action items and client data so the mentor does not rebuild the story from memory.
| Part | Example |
|---|---|
| Decision | Pause low-intent ad group. |
| Reason | Spend rose while qualified leads stayed flat. |
| Action | Client updates campaign labels by Friday. |
| Evidence | Review cost per qualified lead next session. |
Common mistakes
- Sending a full transcript instead of a recap.
- Writing a recap that praises the session but names no decision.
- Skipping recaps after messy sessions.
- Claiming ROI before the evidence supports it.
Frequently Asked Questions
What should a value recap include?
A value recap should include the decision, reason, next action and evidence to review. Keep it short enough for a client to read.
How is a value recap different from session notes?
Session notes are the working record. A value recap is the client-facing summary of why the work mattered.
When should I send a value recap?
Send it soon after the session, while the context is fresh. Same day is ideal for most mentoring practices.
Can value recaps reduce churn?
They can help because they make progress visible before renewal. They do not fix weak delivery by themselves.
Related reading
Session Notes
Session notes defined for coaching and mentoring, with practical examples, mistakes to avoid and how they support client proof.
Action Item Tracking
Action item tracking defined for coaches and mentors, with formula, worked example, common mistakes and FAQ.
Coaching Dashboard
Coaching dashboard definition, key metrics, worked example, common mistakes and how mentors use dashboards for retention.
Coaching ROI
Coaching ROI is the financial return a client gets from coaching, measured against its cost. Learn the formula, benchmarks, and how to measure it.