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

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

Paste 3–5 recent emails from one client. The skill reads them and gives you this:

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.

“Within 2 weeks, I found $76K I’d been leaving on the table.”

— Christina Hageny, President, Valor Payroll Solutions

“Battle-tested frameworks that work from day one.”

— Mohamed Amine Mansouri Idrissi, Pan-African Venture Builder

Get It Free

Get the Client Intelligence Brief

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

We’ll email you the skill and occasional practice-building tips. Unsubscribe anytime.

Works with Claude · ChatGPT · Copilot · Gemini · any AI assistant

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.