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New business

Know the client before the kickoff call.

For fractional CMOs and agencies starting a new engagement next week. Create a client mind from sales notes, then enter kickoff prepared. One prompt sets it all up and drafts the agenda.

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  • Zoom
  • Granola
  • Google Drive
  • ClickUp

The grind

Week one is spent asking questions you already asked.

During the sale you learned the client's goals, the people, the politics and the one campaign they regret. Then the contract was signed, the notes stayed in your sales folder, and the kickoff opens with 'so, tell us about your business' all over again.

  • Sales notes and kickoff planning live in different places.
  • The client repeats things they already told you, and they notice.
  • Booking takes a dozen emails before work starts.

The flow

6 steps · 3 apps

From signed contract to a ready kickoff

  1. Create the client's mind

    Name the new client and Armbrain creates a mind for them, kept apart from every other client. It asks you to confirm first.

    mindcreateWaiting for your OK

  2. Feed it what you already know

    Add the discovery call from Zoom or Granola, the proposal and your notes. Armbrain files them in the new mind and pulls out goals, decisions, promises and the people involved.

    ingesttranscript

  3. Save the voice

    Share the brand guide from Google Drive (Shared Drives are not included) or a few pieces the client loves. The voice and working rules are saved with this client, so every draft starts from them.

  4. Brief for the kickoff

    Ask for a kickoff brief: what they want, who will be in the room, what you promised during the sale, and the questions still open.

    briefingprep_meeting

  5. Book the call

    Give it a time. Armbrain creates a Zoom meeting link and prepares the invite through Claude's Google Calendar connection. It shows you the guest list. Invites go out only after you confirm who is invited.

    schedule_meetingcreateWaiting for your OK

  6. Turn promises into tasks

    Turn sales promises into tasks with owners and due dates in Armbrain or ClickUp. Start the first month with a list, not a memory.

    workcreate_task

The payoff

The client feels known from the first call.

Open the kickoff by repeating what they told you, not asking again. The mind keeps growing, giving your first monthly report history.

Prompt · click to copy

Change these first:

CLIENTCOMPANY = Brightpath Learning

Armbrain, we just signed CLIENTCOMPANY. Set them up and prepare the kickoff.

1. Create a new client mind called CLIENTCOMPANY. Confirm with me before you create it.
2. I will paste or upload the discovery call transcript, the proposal and my sales notes. File each one in the CLIENTCOMPANY mind.
3. From those sources, list the client's goals, the people involved and their roles, what we promised during the sale, and the questions we still need answered.
4. Draft a 45-minute kickoff agenda built on that list.
5. Prepare a kickoff invite for next week with a Zoom link. Show me the guest list and wait for my OK before any invite is sent.
6. Turn each promise from the sale into a task with an owner and a due date, and show me the list before you save it.

Mark anything that is a guess, and show which source each point came from.

Example prompt. The client and people in it are fictional; replace them with your own.

Before you rely on it: The first brief only knows what you feed it, so add the discovery notes and the proposal before you trust the summary. Calendar invites need Claude's Google Calendar connection and go out only after you confirm the guest list.

More use cases

Give your next client conversation a head start.

Start with one client's mind and one real question. 30 days free, no card to start.

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