The four types of client minds in Armbrain, what each one is for, and when to use them.
| Client Mind Type | Count | Billable | Purpose |
|---|---|---|---|
| Client | One per engagement | Yes | Client knowledge, brand DNA, meeting history |
| Prospect | Unlimited | No | Prospect research, pipeline tracking |
| Company | One per account | No | Your agency's brand and collateral |
| Personal | One per account | No | Your writing voice and preferences |
What Is a Client Mind?
A client mind is an isolated memory space. All data (meetings, decisions, voice, stakeholders, campaigns) stays in the active client mind. Nothing crosses between client minds.
You switch client minds to switch context:
"Switch to Acme Corp"Every search, brief, and stored memory now belongs to Acme. Your other clients don't exist until you switch to them.
The Four Client Mind Types
Client Mind
The core of what you do. One per active client engagement.
It stores the client's brand voice, meeting history, commitments, stakeholders, campaign outcomes, and sprint plans. Prepping meetings, searching decisions, or drafting content pulls from the active client mind.
Client client minds count against your plan's client mind limit. They're designed to be deliverables -- at the end of an engagement, you export the client mind as a handoff package for the client.
Create one when: You start a new paid engagement.
"Let's set up a new client called Bluebell Dental"Prospect Mind
For prospects -- companies you're pursuing, not yet serving.
A prospect mind tracks pipeline stages and blocks memory types used only in active work. When a prospect converts, say "convert Summit Marketing to a client". Armbrain converts it and keeps all context.
Prospect client minds are free and don't count toward your client mind limit.
Create one when: You start seriously pursuing a new prospect and want to track research, conversations, and deal context.
"Create a prospect mind for Summit Marketing"Company Mind
Your agency's own memory. One per account.
This is where your brand voice, case studies, methodology, and sales collateral live. When selling, this client mind provides your "about us" layer: positioning, proof points, and process.
The company mind is free and shared across your prospect minds automatically. When pitching, Armbrain uses context from both the prospect mind and the company mind.
Create one when: You start selling and want Armbrain to know who you are, not just who your clients are.
"Create a company mind for Volacci Agency"Personal Mind
Your voice and preferences. One per account, created automatically.
This client mind stores how you write, how you communicate, and what you like. When Armbrain drafts a follow-up email or a proposal, it uses your personal mind for tone and your client mind for content. The output sounds like you, not like the client's brand copy.
You never create or manage the personal mind directly -- Armbrain handles it. You teach it your writing voice once, and it updates automatically as you work.
Set it up when: You want follow-up emails, proposals, and handoff documents to match your actual voice.
"Set up my writing voice"How They Work Together
When you're pitching a new client:
- Your company mind provides your agency positioning and case studies
- The prospect mind holds research on the prospect, notes from calls, deal stage
When you're serving a client:
- The client mind holds their brand DNA, meeting history, and sprint plans
- Your personal mind shapes how you communicate with them
When an engagement ends:
- Export the client mind as the handoff deliverable
- Convert the old prospect mind to a client mind if you're renewing or expanding
Related Guides
- Client Onboarding -- setting up a new client mind from scratch
- Prospect Mind Conversion -- converting a prospect to a client
- Personal Mind and CMO Voice -- setting up your voice profile
- Client Handoff -- exporting a client mind at end of engagement