New client. Five agents. None of them know how to spell the team’s names. The first deliverable goes out with “Steinburg” instead of “Steinberg” — and the trust you built in the diagnostic call drops.
The Reference Data Builder fixes that before it happens.
Paste whatever you have — onboarding notes, intake forms, emails, LinkedIn profiles — into any large language model. Get back a complete reference data document with:
Built by Kathryn Brown — 25 years in operations, the last decade inside consulting firms, CPA practices, and wealth management firms.
Free. Delivered to your inbox in minutes.
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Free. No credit card. No sales call.
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What You Get Back
Works with any large language model.
1. Company
Legal name, common name, industry, timezone. Every agent starts here.
2. Team Roster
Correct spelling, role, and transcript misspelling flags for every person who appears in sessions or builds.
3. Tools & Software
What the client uses, what it’s for, and how transcripts misspell it.
4. Key Proper Nouns
Client names, vendor names, software features, industry terms — everything else that transcription gets wrong.
5. Engagement
Entry point, engagement type, rate, cadence, start date. Agents reference this for session recaps and project plans.
6. Update Log
When the document was last updated, what changed, who did it. Agents always know which version they’re running.
Free. No credit card. No sales call. Just the skill.
Built by Kathryn Brown. 25 years in operations, the last decade inside consulting firms, CPA practices, and wealth management firms — building the systems that let practice owners stop being the bottleneck.
