Every client has rules nobody wrote down. Jordan wants the numbers before the story. Never bring up last year's rebrand. Always copy the operations lead on schedule changes. You learn these over months, and they are what separate a generic draft from one the client trusts.
Save them as working rules in that client's mind:
Armbrain, add a rule for Ridgeline Outfitters: Jordan wants the numbers first, then the story.
When you or a teammate switch to that client, the rules come along. Your AI assistant uses them for meeting prep, follow-up drafts and content, without you repeating them.
Keep them useful
- One rule, one line. Short rules are easier to follow and to check.
- Review them now and then. List the rules, edit what changed, remove what no longer applies.
- Catch them as they happen. When a client says "we never do that", save it the same day.
Rules are part of what makes a handoff work. Whoever picks up the client next gets the how, not just the what. Read the working rules guide.