Last week I built a Claude skill and tested it on four emails from an active client.
In two minutes it found two items that had been rolling for weeks without either of us noticing.
It counted 19 open items across four workstreams. Grouped them. Showed me which tracks were moving and which had stalled.
It read the velocity pattern: high-stakes work gets done. Infrastructure and documentation consistently defer.
It wrote me a call opener I could use word for word.
And it flagged a risk I would have missed — one of the open items requires a behavior the client has never done before. It predicted the item would keep deferring behind familiar work.
It was right.
I build systems like this for client firms every week. So I tested this one the same way I test everything — on my own data first. Two minutes to produce what normally takes me 15 to piece together. And it caught things I'd missed.
The skill is called the Client Intelligence Brief.
I'm giving it away.
[Get the skill — free]
The page has the skill file, setup instructions, and everything you need to run it on your own client emails today.
This is the first of five skills I'm building specifically for professional services practice owners. Each one handles a different part of running a practice. More coming over the next few weeks.
Kathryn
Email 2 (3-5 days later) can be another skill gift (Engagement Tracker) or the Intensive reveal — depends on whether Kathryn wants to give away two skills before selling or one.