pre-session-portrait

name

pre-session-portrait

description

Build a compressed, visualizable "portrait" of a consulting/coaching client before a session, so the paid hour is spent solving, not scoping. Runs a 7-lens JTBD-inspired interview (where / how / what / problem / ideal / tension / jobs-to-be-done) that takes rich open answers in and compresses them to an 11-field YAML portrait out. Delivers three ways: raw paste-into-a-clean-chat prompt, a secret GitHub gist link, or a Codex CLI one-liner. Use when preparing for an upcoming client call, when the user says "prep an intake", "portrait interview", "questions before our session", "send a client a pre-session questionnaire", or wants a reusable client-intake instrument.

Pre-Session Portrait

Turn "help me with X" into a decision-grade brief before the session starts. The instrument asks the client open, voice-note-friendly questions across seven fixed lenses; the consultant (or an LLM) compresses each answer to one line, yielding a portrait that is iterable, compressible, and easy to visualize.

Design principle: rich in, compressed out. The client talks freely; compression happens after, not in their head.

The seven lenses

#	Lens	Elicits	Compresses to
0	ANCHOR	the topic — what the call is for (referent for every later "this")	the topic in one line
1	WHERE	what's been tried, where it stalls	current state in one line
2	HOW	cognitive style — fast/slow, visual/verbal, systems/stories	how they think
3	WHAT	live preoccupations, open loops	current focus
4	PROBLEM	the problem under the problem	the core job
5	IDEAL	concrete "solved" state (day/feeling, not tool)	desired outcome
6	TENSION	what holds them back / worries them	dominant anxiety
7	JTBD	Push · Pull · Habit · Anxiety · Trigger	switching forces

Output schema

portrait:
  where: ""
  how: ""
  what: ""
  problem: ""
  ideal: ""
  tension: ""
  jtbd:
    push: ""
    pull: ""
    habit: ""
    anxiety: ""
    trigger: ""

How it visualizes

• 7-spoke radial / hexad map — one label per lens, the capture line as the value.
• JTBD 2×2 — Push+Pull (energy toward change) vs Habit+Anxiety (energy against). The gap = leverage.
• Iterable — re-run any lens next session; watch the capture line drift over time.

Workflow

1. Gather context. Client name, consultant name, session date, and (if known) the topic. Pull prior history from vault/email/Fathom if available so the consultant-only prep notes are grounded.
2. Fill the template. Copy assets/interview-prompt.md and substitute {{CONSULTANT}} (and topic if narrowing lens 4). Leave the seven lenses intact.
3. Pick a delivery (ask the user):
   • Raw text — paste the substituted prompt into a message; client runs it in any clean Claude/ChatGPT.
   • Secret gist — gh gist create --desc "Pre-session portrait interview (for <name>)" interview-prompt.md. Share the gist link. Use the unpinned raw URL (/raw/<filename>) so edits propagate.
   • Codex one-liner — see assets/codex-bootstrap.txt; fetches the raw gist URL and runs the interview interactively.
4. Optional preview. Before sending, generate a synthetic filled-in version (answers simulated from known context) so the consultant judges the deliverable's shape. Mark it clearly as synthetic.
5. After the session. Fold the returned portrait: YAML into the client's People/Session note; diff against any prior portrait to show movement.

Delivery notes

• Secret gist ≠ auth-private: anyone with the link can read it. Fine for a benign intake; don't put client PII in the gist itself.
• Codex: run interactive codex (not codex exec), and include the "do not write code / touch files — this is a conversation" guard so it stays in interview mode.
• Framing line to prepend when sending: "Paste this into a fresh Claude or ChatGPT chat — it'll ask you 7 quick questions and give you a block to send back to me before our call."

Call cockpit (interactive HTML)

Once a portrait is back, generate an interactive prep cockpit the consultant runs live during the session. Start from assets/cockpit-template.html — a self-contained, theme-aware single file (no external deps).

Tabs: Setup (structured stack/facts fields + a paste box for the portrait: block) · Framework (six-station pipeline with per-station AUTO/ASSIST/HUMAN + quality-gate inputs) · Questions (per-section bank, each with an autosaved answer field; add-your-own) · Decisions & Actions (dynamic add/delete rows; actions carry an owner) + a build/demo box and show-don't-tell cues · Agenda (accordion of time-blocks that expand into checkable sub-steps + per-block notes; a live timer auto-opens the current block and fills a progress bar) · Notes.

Key properties:

• Autosaved to localStorage, namespaced by the Client-name field — so multiple cockpit files opened from the same folder (same file:// origin) never clobber each other's data.
• Filled instances: copy the template and inject a const SEED = {fields, decisions, actions} object just before // init; a one-time guard (prep::<ns>::__seeded) writes the seed into the client's namespace on first load, then the consultant's edits persist. Use this to pre-populate a cockpit from a known portrait + prior-session facts.

Also generate a client-facing recap after the session (same visual language): what we covered, current→target pipeline, decisions, what we built live, their next steps (autosaved checkboxes + fields), tech notes. Deliver as a file or publish as an Artifact URL to share a link.

Assets

• assets/interview-prompt.md — the self-contained interviewer prompt (template).
• assets/intake-form.md — human-readable version with per-lens capture: fields, if the consultant prefers to interview live.
• assets/codex-bootstrap.txt — the Codex CLI one-liner template.
• assets/cockpit-template.html — the interactive prep cockpit (blank, reusable; autosaved + client-namespaced).