client_intelligence_brief.output
Rolling Items Alert
Website redesign — raised March 3, no update since STALE
Referral intro — promised Feb 14, never sent OVERDUE
Client Priority Read
Anxious about Q2 revenue. Hasn’t said it directly — but 3 of last 5 emails mention “tightening up.”
Call Playbook
01 Open with the referral — acknowledge the gap
02 Reframe Q2 budget as a constraint to solve
03 Close with next-action commitment
Ranked Next Actions
01 Send the referral intro today
02 Draft Q2 budget reframe before Thursday
03 Schedule website redesign check-in
This is what an AI skill produces.