Skip to content
Tip 61 of 72Habits, team and depth

Best Practices for Fractional CMOs

Simple habits that keep several clients straight in your head.

Running five clients is not five times the work of running one. It is five times the context switching. The habits below keep that switching cheap.

Habits that stick

When you wrap up a client, Armbrain can package what you know into a handoff summary. You review it and decide what to share.

Start with your first week, then Monday without notes and using Armbrain on live calls.

Try it

  • Armbrain, give me a cross-client summary for today.

  • Armbrain, prep me for my next Harbor Dental Group call.

  • Armbrain, what changed for Fieldstone Software since our last meeting?

Prompt of the day

Get your head straight before a busy day

Change these first:

CLIENTCOMPANY = Harbor Dental Group Armbrain, I have calls with three clients today and need to get my head straight. 1. Give me a short summary across all my clients: open commitments, recent activity, and today's meetings. 2. Switch to CLIENTCOMPANY and catch me up: current priorities, decisions from the last 30 days, open commitments, and the people I will likely talk to. 3. Tell me what changed since my last CLIENTCOMPANY meeting. Show the date and source for every point, and say which client each point came from. Flag anything that looks out of date or is missing so I can check it before the call.

Why it works: It starts wide across every client, then goes deep on the first call, and labels each point by client so nothing bleeds from one account into another.