Tip 39 of 72Habits, team and depth

Spot Patterns Across Clients

See what shows up at more than one client, so one fix helps several.

When you run several clients, you see things no single client can. Three of them stall on the same legal review. Two leadership teams ask the same question about AI search. One tactic is working well for one client and nobody has tried it for the others.

You rarely notice these one client at a time. Armbrain can look across all your client minds at once and point them out, with the clients and sources behind each one.

What to do with a pattern

Same blocker: fix the process once and apply it everywhere.
Same question: write one point of view and adapt it for each client.
Something that worked: try it where it fits, and say so in your next meeting.

Keep clients separate. A pattern is about the idea, not the details. Ask Armbrain not to carry one client's private information into advice for another, and check before you share.

This works best once a few weeks of meetings and email are in. See the cross-client patterns use case.

Try it

Armbrain, which clients are asking about the same thing this month?
Armbrain, what is working for Copperleaf Bakery Co. that might help my other clients?
Armbrain, is the same delay showing up at more than one client?

Prompt of the day

Patterns across your whole roster

Armbrain, give me a view across my whole roster. 1. Give me a cross-client summary of every active client: open promises, what was added recently, meetings today, and when each client was last touched. 2. For each client, list any promise that is late or at risk, with the owner. 3. Look across all clients for anything that shows up in more than one place, such as the same objection, the same delay or the same question from leadership. For each pattern, name the clients and the source behind each mention. 4. Suggest one action per pattern, and tell me which client to start with. 5. Keep each client's details separate in your answer. Do not copy one client's private information into advice for another. Mark anything you are unsure of. Do not save or send anything without asking me.

Why it works: It finds what repeats across clients, names the source behind each mention, and keeps each client's private details out of advice for the others.

More prompts in the Prompt Library