Client Intelligence Brief

Turn client emails into the brief you wish someone on your team produced before every call.

The Skill

Two Minutes. One Brief. Every Call Handled.

Paste 3–5 recent emails from a client. In about two minutes, the skill produces a structured brief that tells you what’s moving, what’s stalling, what the client cares about most right now, and exactly how to handle the next call.

Not a summary. An analysis — the kind a senior advisor would produce if they had 30 minutes to read the same emails and think.

What You Get Back

Eight Sections. Zero Guesswork.

Each section of the brief handles a different part of client intelligence.

1Rolling Items AlertThings slipping across emails without anyone noticing

2Open ItemsEvery unresolved item, grouped by workstream

3VelocityWhat’s completing vs. what keeps deferring, with counts

4Client PriorityWhat they care about most right now

5Dual SentimentHow they feel about their business + about working with you

6RisksEmerging patterns worth naming before they become problems

7Call PlaybookWhat to say, what to press on, what to leave alone, what to listen for

8Next ActionsWhat to do this week, ranked, with specific language

Setup

Install in Two Minutes

Open your AI tool of choice (Claude, ChatGPT, Gemini)
Navigate to Settings or Custom Instructions
Upload or paste the skill file you downloaded below
Save and start a new conversation

Works with any large language model. Setup steps vary slightly by platform — most support custom instructions or uploaded skill files.

Running It

Start a new conversation. Type “Run the Client Intelligence Brief” and paste 3–5 recent emails from one client.

Emails they sent you, emails you sent them, session recaps — any recent correspondence works. The skill handles both directions.

Get the Skill

One file. Upload it to your AI tool of choice and you’re set.

Download Skill File

Works with any large language model.

Tips

Get More From Every Run

More emails = better brief.One email gives you open items and orientation. Three or more gives you velocity, rolling items, and pattern detection.

Include both sides.Your replies show what you’ve already addressed. Without them, the brief can’t tell what’s in your court vs. theirs.

Run it weekly per client.The brief gets more valuable over time — velocity patterns and rolling items emerge across weeks, not just within one batch.

One client per run.Don’t mix emails from different clients. Start a new conversation for each.

What’s Next

This Skill Is Just the Beginning

The Client Intelligence Brief is yours to keep. It works on its own — run it before every client call and you’ll never walk in unprepared again.

It’s one skill. I built 51 more.

52 Claude Skills for Independent Consultants. Proposals, pipeline reviews, session recaps, pricing analysis, referral asks, scope responses, capacity planning — same format as the CIB. Same install.

$7. One payment. Keep them all.

Get the 52 Claude Skills — $7 →