Tip 19 of 72Habits, team and depth

Stakeholder Profiles

Save what each person at a client cares about, so every call is tailored to them.

Every client is really a handful of people. Maya wants numbers before stories. Jordan, the CEO, reads email early and wants short answers. Luis in sales only cares whether leads turned into deals.

You know this after a few calls. The trick is not losing it when you are juggling six clients. Tell your AI assistant as you learn it:

Armbrain, remember for Northstar Studio: Maya prefers a written update before any call.
Armbrain, remember for Northstar Studio: Jordan approves any spend over the agreed budget.

Meeting transcripts and email add people too, with their titles and what they asked for.

Where it shows up

Meeting prep lists who is likely in the room and what each person cares about.
A client handoff carries the people and their preferences to whoever takes over.

A brief only knows what is stored, so correct a wrong title the moment you see it. If a note is personal, such as frustration with a colleague, mark it confidential so it stays out of handoffs and your VA's view. See the who-is-who use case.

Try it

Armbrain, who signs off on budget at Northstar Studio?
Armbrain, how does the marketing lead at Northstar Studio like to get updates?
Armbrain, remember for Harbor Dental Group: the founder wants weekly numbers, not slides.

Prompt of the day

Who is who before your next meeting

Change these first:

CLIENTCOMPANY = Northstar Studio Armbrain, give me a who-is-who for CLIENTCOMPANY before my next meeting. 1. Switch to the CLIENTCOMPANY mind. 2. List every person we have worked with there: name, title, what they own or decide, and how they like to work. 3. For each person, add what they asked for in our last two meetings and anything we promised them that is still open. 4. Flag anyone who appears in only one source, and anyone whose role may have changed, so I can check. 5. If you can find my next CLIENTCOMPANY meeting, tell me who is attending and suggest one thing to say or ask each of them. Show the meeting, email or note each detail came from. If I correct someone's role, save the correction.

Why it works: It puts every person, their role and what they are waiting on in one list, and flags anyone whose role may have changed so you can check before you walk in.

More prompts in the Prompt Library