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Clients

Remember every name, role and preference.

For fractional CMOs and agency leads with many people across many clients. Armbrain saves who each person is, what they decide and what they care about, inside that client's mind. One prompt gives you a who-is-who before any meeting.

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  • Granola
  • Zoom
  • Gmail
  • HubSpot

The grind

Five clients, forty people, one memory.

The CEO who wants numbers first. The marketing lead who hates surprises. The new vice president who joined last month, whose name you should know. Across a full roster that is a lot of people, and forgetting one detail can cost you the room.

  • You mix up two people with the same title at different clients.
  • A new face joins the call and you have no idea what they own.
  • You forget what someone asked for last time, and they remember.

The flow

5 steps · 2 apps

From first mention to a ready who-is-who

  1. People come in with the meetings

    When a meeting transcript comes in from Zoom or Granola, Armbrain pulls out the people in it and files them under that client. Client email from Gmail is filed under the same client, so what each person wrote is searchable too.

    ingesttranscript

  2. Add what only you know

    Tell Armbrain in plain words, such as 'Jordan is the CEO at Northstar Studio and wants the numbers before the story.' It saves that in Northstar Studio's mind.

    store_memory

  3. CRM details, read only

    If the client's HubSpot is connected, Armbrain can pull a HubSpot report for that client to check names and roles against. HubSpot access is read-only, so nothing changes.

    relationshipscrm_report

  4. Ask before the call

    Before any meeting, ask who will be there. You get each person's role, what they care about, what they asked for last time and what you promised them.

    briefingprep_meeting

  5. Look anyone up

    Midweek, ask 'who owns the website at Northstar Studio' and get the answer with the meeting or email it came from.

    search_memory

The payoff

Every person feels remembered.

You greet the new vice president by name and know what she owns. You lead with the numbers for the CEO who wants them first. People notice when you remember, and remembering is easier when it is written down.

Prompt · click to copy

Change these first:

CLIENTCOMPANY = Northstar Studio

Armbrain, give me a who-is-who for CLIENTCOMPANY before my next meeting.

1. Switch to the CLIENTCOMPANY mind.
2. List every person we have worked with there: name, title, what they own or decide, and how they like to work.
3. For each person, add what they asked for in our last two meetings and anything we promised them that is still open.
4. Flag anyone who appears in only one source, and anyone whose role may have changed, so I can check.
5. If you can find my next CLIENTCOMPANY meeting, tell me who is attending and suggest one thing to say or ask each of them.

Show the meeting, email or note each detail came from. If I correct someone's role, save the correction.

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

Before you rely on it: Armbrain only knows the people it has seen in meetings, email and your notes. Titles change, so confirm anything important with the person, and keep private opinions about people out of client minds your team can see.

More use cases

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