Free Skill for Practice Owners

Prep for Any Client Call in 2 Minutes

Every call starts with 20 minutes of scrolling through email threads. Half of it is guessing what was promised.

The Client Intelligence Brief replaces that.

› Rolling items alert — things slipping without anyone noticing

› Client priority read — what they care about most right now

› Call playbook — what to say, what to press on, what to leave alone

› Next actions — ranked, with specific language you can use

Get the Brief — Free

Free. No credit card. No sales call. Just the skill.

Get the Client Intelligence Brief

Enter your email and we’ll send it over.

It’s a text file. Paste it into any AI assistant. Takes under 2 minutes to set up.

Here’s what the output looks like:

Sample Output

› Rolling Items — Redesign mentioned Mar 3, no update. Referral intro promised, never sent.

› Priority — Q2 budget review. Asked twice. Still pending.

› Playbook — Lead with budget. Acknowledge delay. Hold on pricing.

› Next — Send framework. Follow up on intro. Schedule check-in.

Why I Built This

I’ve spent the last decade inside professional services practices — consultants, CPAs, wealth advisors, financial planners. The pattern is always the same: brilliant at the work, but everything lives in the owner’s head.

Meeting prep is 20 minutes of scrolling through email threads. Things slip between calls. Clients go quiet because they stopped expecting follow-through.

I built the Client Intelligence Brief to fix the first step. Not the whole problem — the first system that doesn’t take 6 months to build. It reads your actual client emails and tells you what’s moving, what fell off, and exactly what to say on the next call.

— Kathryn Brown

25 years in operations · Founder, Creating Your Plan