Client Master Plan — Start Here
What Is This?
The Client Master Plan is the advisor's strategic command center for a client engagement. It is a living HTML document that tracks everything about the relationship: where the client is (GPS), what's blocking them (constraints), what's been recommended, what's been built, what they've said, and what's next.
It is NOT client-facing. It is the advisor's internal document.
When to Use
- New client onboarding — Create the master plan after the first session
- After every session — Update with conversation recap, action items, GPS changes, constraint updates
- Between sessions — Update when new information arrives (constraint briefs, team check-ins, emails)
- Quarterly review — Step back and assess themes, trajectory, and seed pipeline
Files in This Folder
| File | Purpose |
|---|---|
| 00-master-plan-start-here.md | This file. Overview and orientation. |
| 01-master-plan-context.md | Methodology — how the master plan works and why each section exists. |
| 02-master-plan-terminology.md | Shared vocabulary — GPS, constraints, tiers, pattern tags, statuses. |
| 03-master-plan-golden-example.html | A complete master plan showing what the document looks like after multiple sessions. |
| 04-master-plan-quality.md | Quality checklist for reviewing a master plan before delivery or after updates. |
| 05-master-plan-output-skill.md | Full CSS and HTML template with placeholders. Use this to create or update a master plan. |
How to Create a New Master Plan
- Read 01-context and 02-terminology to understand the methodology
- Open 05-output-skill.md and copy the full HTML template
- Replace all
{{PLACEHOLDER}}values with client data - Reference 03-golden-example.html when unsure about tone, density, or structure
- Run through 04-quality.md before saving
How to Update an Existing Master Plan
- Open the client's current master plan HTML
- Follow the update order in 05-output-skill.md (conversation recap → actions → GPS → constraints → wins → recommendations → history)
- Use the repeating block templates in 05-output-skill.md for new entries
- Run through 04-quality.md before saving
Key Principle
The master plan grows over time. A new client's plan will be sparse — many sections empty or minimal. That's correct. After 5+ sessions, it should be dense with GPS history, accumulated constraints, conversation recaps with modals, and a clear pattern of themes. The document is designed to handle both states.