The Client Brief Engine
You already know your clients. You cannot remember them on demand — so twenty minutes before every call, you scramble through four places. This produces the one-page brief instead.
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What’s inside
- Six connected databases: Clients, Interactions, Commitments, Briefs, People, and Account Notes.
- The pre-call brief under seven fixed headings — where we left off, what is outstanding on each side, what to avoid in this room, the one outcome to get.
- An account health score with editable weights, where your own overdue promises cost three times theirs.
- Commitments owned by exactly one person — Me or Them — because a commitment that can belong to two people belongs to nobody.
- Five screens including Prep Needed, I Owe Them, Going Quiet, and Renewals Ahead, plus four AI prompt blocks that each end by listing their own inferences.
Who this is for
Client trackers store data and CRMs record activity. Neither produces anything you can read before a call, and the readable document is the whole point: most lost renewals are lost to the overdue thing you remembered halfway through the meeting, or the person in the room you never learned could not sign.