DM Sequence — Client Intelligence Brief (v2)
Trigger: Comments PRACTICE on LinkedIn post
Delivery: Link to advisoryos.ai/client-intelligence-brief-skill
Sequence: 3 messages over ~7 days
v2 changes: Delivers via page link instead of file. Same 3-message structure.
Send: Within a few hours of comment
Hey [Name] — thanks for commenting. Here's the skill:
https://advisoryos.ai/client-intelligence-brief-skill
That page has the skill file, setup instructions, and everything you need. Takes about 2 minutes to install.
Paste 3-5 recent emails from one client and see what comes back. The call playbook section is where it gets interesting.
Can you do me a favor? I'd appreciate if you reply back to let me know you were able to download the skill and add it to Claude.
— Kathryn
Send: 3 days after DM 1 (skip if they already replied to DM 1)
Hey [Name] — did you run it on a client yet?
When I tested it on my own clients, it found two action items that had been quietly rolling for weeks. Neither of us had noticed. That was four emails in, two minutes.
Curious what it surfaced for you.
Send: 4 days after DM 2 (or when they reply)
That brief is the first of five skills I'm building for practice owners. Each one handles a different blind spot.
Next one finds revenue sitting in your existing client base — the kind that's there but nobody's looking at it because everyone's busy servicing.
Drops in about a week. Want me to send it to you directly?
Notes
- DM 1 ends with a favor ask. "Reply back to let me know you were able to download" — gets engagement, confirms the download worked, and opens the conversation thread. Much better than just dropping a link.
- DM 2 leads with your own result. "It found two action items rolling for weeks" — specific, real, gives them a reason to try it if they haven't. Not "did you like it?" — that's a dead-end question. This gives them something concrete to compare against.
- DM 3 names the blind spot. "Revenue sitting in your existing client base" + "nobody's looking because everyone's busy servicing" — that's the pain, not just a feature description. Ends with a one-line permission ask.
- No Intensive pitch in the DMs. The DM sequence builds the relationship. The Intensive pitch comes through the email sequence and LinkedIn posts later. Don't sell in the gift delivery channel.
- If they reply to DM 1 or 2 — that's a real conversation. Respond naturally. Skip the remaining sequence messages and talk to them. Those 1:1 exchanges are worth more than the sequence.