Prep for Any Client Call in 2 Minutes
Every call starts with 20 minutes of scrolling through email threads. Half of it is guessing what was promised.
The Client Intelligence Brief replaces that.
Paste 3–5 recent emails from one client into any large language model. Get back a structured brief with:
Built by Kathryn Brown — 25 years in operations, the last decade inside consulting firms, CPA practices, and wealth management firms.
Works with any large language model.
One skill file. Four sections. Two minutes.
1. Rolling Items Alert
Surfaces commitments, promises, and follow-ups that have gone quiet. Things that are about to become problems if no one catches them.
2. Client Priority Read
Ranks what the client actually cares about right now — based on what they’re writing about, not what you assume.
3. Call Playbook
Tells you what to lead with, what to press on, and what to leave alone. No more winging it.
4. Next Actions
Ranked by urgency, with specific language you can copy and paste into your follow-up email.
Get the Client Intelligence Brief — Free
Get the Brief — FreeFree. No credit card. No sales call. Just the skill.
Built by Kathryn Brown. 25 years in operations, the last decade inside consulting firms, CPA practices, and wealth management firms — building the systems that let practice owners stop being the bottleneck.