Client Intelligence Brief — Quick Start
You just got a free Claude skill. Here's how to use it.
What You Need
- A Claude Pro account (or higher) at claude.ai — Skills require a paid plan
- 3-5 recent emails from one client — emails they sent you, emails you sent them, session notes, recaps. Any recent correspondence works.
Setup (One Time)
Step 1: Enable Code Execution
Skills require Code execution to be enabled. If you've never turned this on:
- Click your name or initials in the bottom-left corner
- Click Settings
- Click Capabilities
- Toggle on Code execution and file creation
If this is already on, skip to Step 2.
Step 2: Upload the Skill
- In the left sidebar, click the Customize icon (briefcase icon)
- Click Skills
- Click the "+" button
- Select "Upload a skill"
- Upload the ZIP file you received
- Toggle the skill on
That's it. The skill is installed.
Running the Skill
- Start a new conversation in Claude
- Type: "Run the Client Intelligence Brief"
- Paste 3-5 recent emails from one client
- Wait about 60 seconds
You'll get back 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 — including what to say when you open, what to press on, and what to leave alone.
Tips
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 of the conversation. Your replies show what you've already addressed. Without them, the brief can't tell what's still in your court vs. theirs.
Run it weekly per client. The brief gets more valuable over time because you start seeing velocity patterns and rolling items across weeks, not just within one batch of emails.
One client per run. Don't mix emails from different clients. Start a new conversation for each client.
What to Paste
Any of these work:
- Emails the client sent you
- Emails you sent the client
- Session recaps or meeting notes
- Slack threads (copy and paste the text)
The skill handles both directions — emails they sent you or notes you sent them.
Built by Kathryn Brown — Advisory OS