Sooner or later Armbrain will get something wrong: a tone that is off, a brief laid out differently from how you run meetings, or a client fact that is out of date. Do not re-explain it every time. Correct it once and save the correction.
How to correct it
Armbrain, save a correction for all my clients: put a one-line summary of next steps at the top of every meeting recapArmbrain, save a correction for Lumen Health Clinic: their fiscal year starts in July, not JanuaryArmbrain, save a correction for Lumen Health Clinic: call the people they serve patients, never customers
A correction can apply to one client or to all your work. Armbrain applies it from then on, in drafts, briefs and meeting prep. Save your own habits for all clients, and save each client's quirks for that client only.
Review and retire
Armbrain, show my correctionslists every rule you have saved.Armbrain, deactivate the correction about Lumen Health Clinic's fiscal yearretires one that no longer applies.
Check the list once a quarter. Clients change, and rules should change with them.