# MBAC Skill 03: Counseling Summary

| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | A, Client Intake & Counseling |
| **Lead indicator it moves** | Summaries logged within 24 hours |
| **Process owner** | Vivian Watkins (proposed, confirm) |
| **Built from (Anthropic plugin)** | `sales:call-summary` |
| **Customized by** | MBAC Context Document + this file |

## Trigger

A counseling session ends. The clock starts: summary logged within 24 hours, every time.

## Inputs / Context needed

- Your session notes (Granola notes if used, or your handwritten/typed notes)
- The client record
- The MBAC Context Document

## Steps

1. Paste the MBAC Context Document, this file, and your raw session notes into Claude.
2. Ask for the standard MBAC summary:
   - What the client came in for (their words, not jargon)
   - What was discussed and decided
   - **Action items**, split two ways: what MBAC owes the client, what the client owes themselves
   - Next step and WHEN (a scheduled next touch, always)
   - Referrals made (partner, program, or state resource)
3. Read it. Fix anything the AI misheard. You were in the room; it was not.
4. Log the summary to the client record in the connected store.
5. Hand the follow-up to Skill 04 (Follow-Up) so the next touch is scheduled before you move on.

## Rules that never bend

- Logged within 24 hours. An unlogged session is how clients fall through.
- Every summary ends with a scheduled next touch. No dead ends.

## Human checkpoint (Zone 2)

The counselor who held the session approves the summary before it is logged. The client's file is the client's story; it has to be right.

## Safety & disclosure

If the session was recorded (Zoom/Granola), the client was told up front, per the approved AI disclosure line. Notes contain PII: they live in the connected store, and per the MBAC global instructions, PII is only ingested after double-verifying with the person it belongs to.

## Output & where it lands

A structured summary + action items on the client record, and a scheduled next touch.

## Customization moves (Adopt, Customize, Rename)

1. **Adopt:** Anthropic `sales:call-summary` plugin skill.
2. **Customize:** MBAC's summary format (two-way action items, referral field, 24-hour rule).
3. **Rename & anchor:** "MBAC Counseling Summary," anchored to summaries logged in 24h.