QC Checklist — Post-Session Production

Run this after completing the full post-session workflow. Every "No" requires a fix before the work is done.

Phase 1: Read and Extract

• [ ] Full transcript read — not skimmed, not summarized from relay recap?
• If you used a processed recap as your primary source, stop and re-read the transcript.

• [ ] Reference data loaded and cross-checked?
• Every name, org, and tool in the email matches the reference data.
• Any new names/orgs from the session added to reference data.

• [ ] Action items extracted into two lists (client + Kathryn)?
• Nothing missing. Compare against the transcript — did anyone commit to something that's not on a list?

• [ ] Action items filtered: AOS engagement work only?
• Client's own business operations are NOT action items unless tied to a build or constraint.

• [ ] Friction analysis complete?
• Every client action item assessed: easy / hard / Kathryn can help.

Phase 2: Draft

• [ ] Correct skill selected? (advisory-client-email for paying client, session-recap for coachee)

• [ ] Opening is 1-2 sentences referencing a specific moment?

• [ ] Wins are factual, not editorialized?

• [ ] What We Covered is compressed — one line per topic, not nested sub-bullets?

• [ ] Action items grouped by owner?
• Client items have "Before our next session:" framing.
• Kathryn items in third person.

• [ ] Next session date and proposed agenda included?

• [ ] Closing is warm and specific, not motivational?

• [ ] Subject line follows format: [Topic]: [M-DD-YYYY]?

• [ ] HTML version produced for Gmail copy/paste?

Phase 3: Voice and AI Tells

• [ ] Read the email aloud. Does it sound like Kathryn?

• [ ] No stacked encouragement? (Two or more encouraging statements back to back)

• [ ] No "That's exactly..." constructions?

• [ ] No behavior narration? ("You did X, and that shows Y")

• [ ] No future-state promises without specifics?

• [ ] No exclamation points (unless Kathryn uses them in golden examples)

• [ ] Every sentence is specific to this client? (If you can swap the name and it still works, it's too generic)

Phase 4: Action Item Execution

• [ ] Every Kathryn action item either drafted or scheduled?
• Draftable items → in drafts/
• Deep work items → calendar event created

• [ ] Follow-up reminders created?
• Client commitments with dates → reminder for day after
• "Check in on X in Y weeks" → calendar event

• [ ] Next session prep event created?
• 24-48 hours before next session
• Description includes what to review

• [ ] Companion emails drafted?
• Friction-reduction email (if needed)
• Golden examples list (if needed)
• Any other follow-up emails referenced in the main email

Phase 5: File Management

• [ ] Sent emails moved to archive?

• [ ] Processed inputs moved to archive?

• [ ] Flags noted for other workflows? (CPM update, project plan update, blueprint update)

Ship Criteria

Done when:

• All phases pass QC
• Email sent (or in ready/)
• Every Kathryn action item has a next step (drafted or scheduled)
• Calendar has follow-ups, deep work blocks, and next session prep
• Files are in the right places

Not done when:

• Email is sent but action items are just a list with no next steps
• Kathryn's items are "noted" but not drafted or scheduled
• No calendar entries created
• Files still in drafts/ that should be in archive/