Free Claude Skill

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 2 Minutes

  1. Go to claude.ai
  2. Click Customize → Skills
  3. Click the + button
  4. Select Upload a skill
  5. Upload the .md file you downloaded below
  6. Toggle the skill on

First time using skills? You may need to enable Code execution first: Settings → Capabilities → toggle on “Code execution and file creation.” Skills require a Claude Pro account or higher.

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 Claude and you’re set.

Download Skill File

Works with Claude and any LLM that accepts custom instructions.

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.

Skill 1 of 5

The Practice Skills Series

Five free Claude skills built specifically for professional services practice owners. Each one handles a different part of running a practice.

Follow along on LinkedIn or stay on this list. Next skill drops in about a week.