Free AI Skill

Client Intelligence Brief

Turn client emails into the brief you wish someone on your team produced before every call.

The Skill

Two Minutes. One Brief. Every Call Handled.

Paste 3–5 recent emails from a client. In about two minutes, the skill produces 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.

Not a summary. An analysis — the kind a senior advisor would produce if they had 30 minutes to read the same emails and think.

What You Get Back

Eight Sections. Zero Guesswork.

Each section of the brief handles a different part of client intelligence.

1 Rolling Items Alert Things slipping across emails without anyone noticing

2 Open Items Every unresolved item, grouped by workstream

3 Velocity What’s completing vs. what keeps deferring, with counts

4 Client Priority What they care about most right now

5 Dual Sentiment How they feel about their business + about working with you

6 Risks Emerging patterns worth naming before they become problems

7 Call Playbook What to say, what to press on, what to leave alone, what to listen for

8 Next Actions What to do this week, ranked, with specific language

Setup

Install in Two Minutes

Open your preferred AI assistant
Navigate to Settings or Custom Instructions
Upload or paste the skill file you downloaded below
Save and start a new conversation

Works with any large language model. Setup steps vary slightly by platform — most support custom instructions or uploaded skill files.

Running It

Start a new conversation. Type “Run the Client Intelligence Brief” and paste 3–5 recent emails from one client.

Emails they sent you, emails you sent them, session recaps — any recent correspondence works. The skill handles both directions.

Get the Skill

One file. Upload it to your AI assistant and you’re set.

Download Skill File

Works with any large language model.

Tips

Get More From Every Run

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. Your replies show what you’ve already addressed. Without them, the brief can’t tell what’s in your court vs. theirs.

Run it weekly per client. The brief gets more valuable over time — velocity patterns and rolling items emerge across weeks, not just within one batch.

One client per run. Don’t mix emails from different clients. Start a new conversation for each.

What’s Next

This Skill Is Just the Beginning

The Client Intelligence Brief is yours to keep. It works on its own — run it before every client call and you’ll never walk in unprepared again.

But it’s one skill. Imagine three more — one that finds growth hiding in your client base, one that turns completed work into proof you can publish, and one that writes scoped proposals in minutes.

The Build is a 3-session live event where you install all three systems on your computer, customized to your practice. April 20–22, 12:00–1:30 PM Eastern.

Learn more about The Build →