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Six counselor workflows. One practical pack.

GET YOUR AFTERNOONS BACK.

Six structured AI workflows for the work that eats direct-service time: recommendation letters, 504 meeting prep, program data reports, guidance lessons, sensitive parent contact, and post-crisis documentation.

6

Complete workflows with intake questions, output standards, and worked examples

3

Works with Claude, ChatGPT, and Gemini. No special setup required.

0

Real student names required. Every workflow starts with a privacy reminder.

Why this is different

NOT PROMPT HYPE. REAL COUNSELING WORK, HANDLED BETTER.

Intake

The AI asks first.

Each workflow collects the missing context before it drafts. Fewer vague answers, less rework.

Standard

The output has a job.

Every workflow aims for objective language, usable structure, and a result built to hold up in a file, a meeting, or a record review.

Refusal

It knows what it won't do.

Risk assessment, threat assessment, and clinical judgment stay with trained humans. These workflows refuse that work on purpose.

Privacy

Student names stay out.

Every workflow tells you not to paste real names or IDs. Built to work with the free Student Shield tool.

Inside the pack

SIX WORKFLOWS FOR THE WORK THAT FOLLOWS COUNSELORS HOME.

01
Letter Season, Survived

Letter of Recommendation Builder

Turn a brag sheet and one real story into a specific, personal letter. Refuses to write from a GPA alone, and tells you exactly what to collect from the student first.

02
Compliance Without the Scramble

504 Meeting Prep Builder

A timed agenda, plain-language accommodation summaries, a note-taking shell, and a follow-up task list. Forty-five minutes of prep in ten.

03
Data Into Your Case

Program Data Report Builder

Raw caseload numbers in, admin-ready report out, framed the way principals actually read them. Includes the use-of-time picture that protects counseling time.

04
Lessons Without Planning Time

Classroom Guidance Lesson Builder

Grade-banded guidance lessons timed to your exact minutes, with active work instead of lecture and an exit ticket that measures the objective.

05
Careful Words for Hard Calls

Sensitive Parent Contact Pack

Academic concerns, attendance, grief check-ins, and outside referrals, drafted calm and short. When a situation needs a phone call instead, it refuses and tells you why.

06
When the Hard Day Is Over

Crisis Documentation Builder

Rough post-incident notes into a clean chronological record. No risk assessment, no threat assessment, no clinical language. Documentation only, done right.

Built by someone who knows the building

MADE FOR THE WORK COUNSELORS ACTUALLY CARRY.

Created by William Jeffery: campus principal, assistant principal, and district leadership director across Texas schools, with training at Harvard's Principal's Center. He sat in the 504 meetings, read the crisis reports, and watched counselors lose direct-service time to paperwork for twenty years. These workflows exist to give that time back.

This pack is for
  • Counselors buried in recommendation letter season
  • Case managers who prep 504 meetings on their lunch
  • Counselors who need data to defend their program time
  • Elementary, middle, and high school counselors alike
Start with the pack

MORE TIME WITH STUDENTS. LESS TIME ON PAPERWORK.

Six practical systems for the next letter deadline, 504 meeting, data request, guidance lesson, hard parent contact, or heavy afternoon.

Current price
$35

One purchase. Instant access. Free updates when AI platforms change.

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