For marketing agencies
Every client account is remembered with Armbrain.
Every client account is remembered, handed off cleanly, kept on brand, and kept on track with Armbrain.
Each client gets its own mind inside Claude. Whoever picks up the account switches in by name and sees what was decided, what was promised and who is who.
See it work
Watch it remember.
Pick a demo. Each starts with a question and ends with an answer you can check.
More examples, each with a fictional client:
Learn a client on day one
- I just took over Harbor Dental Group. Who is who over there? And set up a 30 minute intro with Dana and Maya next week.
- switch_clientHarbor Dental Group
- search_memorystakeholders6 people
- schedule_meetingcreateWed 10:0030 minDana, Maya
- Waiting for your OK · 2 invitees
Six people matter at Harbor Dental Group.
Dana is the founder and signs off on budget. Maya runs marketing across all 4 locations and likes short emails with one clear ask.
The 4 office managers send monthly new patient numbers to Maya.
The intro is ready for Wed 10:00 with Dana and Maya, and invites go out once you confirm.
Check the invite list before you confirm.
Keep every writer on brand
- Switch to Copperleaf Bakery Co. and draft the holiday email intro in their voice. Sam is writing the rest. Also, from now on they are bakeries, never shops.
- switch_clientCopperleaf Bakery Co.
- mindbrand_voice_getwarm, plain, short sentences3 words to avoid
- store_correctionsay bakeries, not shops
Here is a three sentence intro in the Copperleaf voice. It leads with pie preorders opening Dec 1 at all 14 bakeries.
It skips the 3 words their brand guide asks you to avoid.
I saved the new rule with Copperleaf Bakery Co., so drafts in this mind say bakeries from now on.
Read the intro once before Sam builds the rest of the email on it.
See who owns what this week
- Monday check across the roster. Which client promises are slipping, and whose desk are they on?
- briefingcross_client_summary6 clients
- briefingcommitment_audit21 open4 at risk
- worklist_tasksby owner9 due this week
Four client promises are at risk this week.
Priya: the Tidewater Logistics rate sheet page, due Fri, and the Harbor Dental Group booking page copy, due Thu.
Sam: the Ridgeline Outfitters holiday email plan, due Wed.
No owner yet: the Fieldstone Software case study outline promised to Jordan on Sep 24.
Check with each owner before you move anything in ClickUp.
Hand an account to a new lead
- Priya is taking over Tidewater Logistics next week. Package the account for her and tell me what is still open.
- switch_clientTidewater Logistics
- ingestfind_meetingsFireflies14 calls since June
- briefingcommitment_audit5 open1 at risk
- handoffpackagefor Priya11 decisions7 people
The handoff package for Priya is drafted.
It draws on 14 Fireflies calls since June and covers 11 decisions still in force, 5 open commitments and the 7 people at Tidewater Logistics, with Luis as the main contact.
One promise is at risk: the rate sheet landing page you told Luis would ship Fri, Oct 9.
Drafting the package does not send it or give Priya access. Review it before you share it with her.
Fictional client example. Real answers use your data.
Plug every app into Armbrain
Every call, thread and task, filed under the right client.
Armbrain reads from 31 apps today. Connect your tools so client context stops living in one person's head. New memories from some sources wait for your review first.
- FirefliesCall transcripts, filed by client
- GmailClient threads, routed by client
- HubSpotContacts and deals, read-only
- ClickUpTasks from each client's list
- Google DriveBriefs, decks and brand guides
- SlackBriefings delivered to your channel
and 25 more
Try these
Copy a prompt. Swap in your client.
Paste one into Claude with Armbrain connected. Each links to the full use case.
- Apps: Fireflies, HubSpot.
Change these first:
CLIENTCOMPANY = Tidewater Logistics TEAMMATE = Priya Armbrain, TEAMMATE is taking over CLIENTCOMPANY. Package the account for them: open promises, recent decisions and who is who.
- Apps: HubSpot, Gmail.
Change these first:
CLIENTCOMPANY = Harbor Dental Group Armbrain, I just took over CLIENTCOMPANY. Who are the people I need to know, what does each one care about, and who signs off on budget?
- Apps: Google Drive, Mailchimp.
Change these first:
CLIENTCOMPANY = Copperleaf Bakery Co. TEAMMATE = Sam Armbrain, draft the holiday email intro for CLIENTCOMPANY in their brand voice, so TEAMMATE can write the rest in the same tone.
- Apps: Fireflies, ClickUp.
Change these first:
CLIENTCOMPANY = Fieldstone Software Armbrain, turn the commitments from Thursday's CLIENTCOMPANY call into tasks for my team, with the owners and due dates we agreed, and add them to ClickUp.
Fictional client names. Replace with your own.
One mind per client
The account lives in a mind, not in one head.
Each client gets a mind for decisions, promises, contacts, voice and rules. When someone takes over an account, they switch in and pick up immediately.
Works where your team works
Change AI tools. Keep the memory.
Armbrain works in Claude Desktop, claude.ai, Claude Code and Cursor. Your client minds and app connections live in Armbrain, not inside one person's chat window.
- Writers in Claude and builders in Cursor draw on the same client minds.
- App connections stay put when someone changes tools.
- Start with one account, then bring in the rest of the roster.
Built to be careful
Each client stays in its own mind.
Each client mind is separate, CRM tools are read-only, and drafts wait for your approval.
Each client in its own mind
Every client gets a separate mind. Switch by name, and what you save for one client stays with that client.
Read, don't rewrite
Most connections only read. The few that add something, such as Notion recaps on pages you choose, say so on their own page.
Drafts wait for you
Follow-up drafts are shown to you for approval by default, and meetings are booked only after you confirm who is invited. You can change the email setting.
Questions
Questions, answered.
Is each client's information kept separate?
What happens when an account lead leaves?
Does everyone on the team need a seat?
Will it send emails or book meetings on its own?
What if the app I use isn't listed?
Do we need Claude?
Give every account lead the whole client story.
Start with one client, add your team, and bring in the rest of the roster when it fits.