Skip to content

Clients

Pass on the context behind the work.

For fractional CMOs ending an engagement and agencies moving an account to a new lead. A folder of files shows where things are. A good handoff also explains what happened, why it mattered and what is still open. One prompt turns the client's mind into a draft you review before anyone else sees it.

Start Free
  • Granola
  • Google Drive
  • HubSpot

The grind

Keep the history with the account.

When an account changes hands, the new person gets deliverables and a kickoff call. They miss the reasoning: why the budget moved, which channel was tried and dropped, and who at the client signs off. Finding it in old threads takes weeks, and some details stay lost.

  • The new lead pitches an idea the client already turned down.
  • Open promises get lost between the last person and the next one.
  • Writing the handoff document eats a week you do not have.

The flow

6 steps · 3 apps

From years of history to a handoff draft

  1. Check what the mind holds

    Switch to the client and look at what is saved: decisions from call transcripts, campaign results, people and working preferences. If a note-taker like Granola has fed the mind, much of this is already there.

    switch_client

  2. Fill the gaps from your files

    Bring in documents behind big choices, like the strategy deck or last year's plan, from Google Drive (My Drive or a folder; Shared Drives are not included). Save any decision that only lives in your head.

    store_memory

  3. Show where revenue stands

    If the client's HubSpot is connected, ask for a short deals and lead sources report so the next person sees the pipeline. The HubSpot connection is read-only.

    relationshipscrm_report

  4. Find what is still open

    Ask which commitments are still open and which are at risk. Put these at the top of the handoff because the next person owns them first.

    briefingcommitment_audit

  5. Package the handoff

    Armbrain drafts a handoff from the client's mind: goals, key decisions and reasons, results, preferences and open items. Ask it to mark gaps instead of filling them in.

    handoffpackage

  6. Review, then share on purpose

    Check names, dates, results and sensitive details. Confirm who owns each open item. The draft does not send or grant access. If the next person is on your team, add them with a role; each person needs their own seat.

    teamadd

The payoff

A reviewed starting point for the next person.

Use the draft to guide the handoff conversation. Review open questions together and agree who owns what next. The document supports the conversation, but does not assign responsibility.

Prompt · click to copy

Change these first:

CLIENTCOMPANY = Ridgeline Outfitters
TEAMMATE = Priya

Armbrain, help me draft a handoff for CLIENTCOMPANY. TEAMMATE is taking over the account.

1. Switch to the CLIENTCOMPANY mind.
2. List the open commitments on both sides, who owns each one, and which are at risk.
3. Draft the handoff with: the client's goals, key decisions and the reason behind each, campaign results with dates, the people at the client and what each one cares about, working preferences, and open items.
4. Mark anything that needs confirmation instead of guessing, and list what is missing from the mind.

Show the source for every decision and result. This is a draft for my review. Do not send it, share it, or give anyone access.

Example prompt. The client and people in it are fictional; replace them with your own.

Before you rely on it: Generating a draft does not send it or grant anyone access to client information. Review the content and choose the appropriate sharing method.

More use cases

Give your next client conversation a head start.

Start with one client's mind and one real question. 30 days free, no card to start.

Start FreeExplore the demo