Client Intelligence Brief

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

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.

Eight Sections. Zero Guesswork.

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

Install in Two Minutes

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.

Works with any large language model.

Get More From Every Run

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.

But it’s one skill. Imagine three more — one that finds growth hiding in your client base, one that turns completed work into proof you can publish, and one that writes scoped proposals in minutes.