Set Up a Mind for Every Client

Email and meetings are starting to come in. Now give each client a clear home. Every client gets its own mind: a separate memory space with that client's people, decisions, promises and brand voice. One client's details stay out of another client's answers.

Create a mind for each active client

Tell your AI assistant Armbrain, create a client mind for Harbor Dental Group. Do it for every client you work with now, not only the busiest one. A thread can only file to a client that has a mind.

Give each mind the two things that make filing work

Key people: the names, roles and email addresses of the people you deal with, like Jordan the CEO and Maya who leads marketing.
Email domains: the part of their email address after the @. Add every domain the client uses.

Armbrain matches each email thread and meeting to a client by the people on it and their domains. The more of those it knows, the fewer items wait in Review for you to place by hand.

Switching between clients

Say Armbrain, switch to Harbor Dental Group and everything after that uses that client's context. Ask Armbrain, list my clients to see them all.

Read the client management guide.

Set up a client mind that files correctly

Change these first:

CLIENTCOMPANY = Harbor Dental Group CLIENTCONTACT = Maya Armbrain, set up CLIENTCOMPANY as a client. 1. Create a client mind called CLIENTCOMPANY. Confirm with me before you create it. 2. Save CLIENTCONTACT as a key contact, and ask me for their role, their email address, and who else I work with there. 3. Ask me which email domains CLIENTCOMPANY uses, and save them so their email and meetings file here. 4. Tell me what else this mind needs before my next call with them.

Why it works: It creates the mind and saves the people and domains Armbrain uses to file email and meetings, so new threads land with the right client instead of waiting for you in Review.

Try it

Set up a client mind that files correctly