Team
Hand off the task and the context with it.
For fractional CMOs with a virtual assistant (VA), a coordinator or a small team. Add them to a client's mind with a role. They share your notes, decisions, and voice. One prompt turns this week's promises into assigned tasks.
- Granola
- ClickUp
The grind
Explaining the task takes longer than doing it.
You could hand off the follow-up email, but first you would have to explain who Maya is, what was agreed last week, and why the client never wants the word 'synergy'. So you do it yourself again, and your team waits for work.
- Every handoff needs a ten-minute backstory.
- Your VA repeats questions you answered last month.
- Promises made in meetings never become anyone's task.
The flow
From a meeting promise to a task someone owns
Add your people
Add a VA or teammate to a client's mind and choose their role. Each person needs their own seat.
teamaddPromises become tasks
Granola brings in meeting notes. Promises become tasks with an owner and due date.
workcreate_taskTasks where the team looks
If your team uses ClickUp, Armbrain creates tasks in the lists they already check.
They switch in and get the backstory
Your teammate switches to the client and asks for what they need: the history, who is who, the client's voice. They get the background without waiting for you.
switch_clientSee what is open
View tasks by person or client to see what is done, open, or unassigned.
worklist_tasks
The payoff
Your team stops waiting on your memory.
Context lives in the client's mind. Your team can draft follow-ups and prep agendas without a briefing call. You review the work instead of explaining it.
Change these first:
CLIENTCOMPANY = Harbor Dental Group TEAMMATE = Sam Armbrain, help me hand off this week's work for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. List every open commitment from our meetings in the last two weeks, with who made it and when it is due. 3. Suggest which ones TEAMMATE can handle and which ones need me, with one line on why. 4. For each item for TEAMMATE, write a task with a clear title, a due date, and two or three lines of context from the mind: who the client contact is, what was agreed, and anything about the brand voice TEAMMATE should know. 5. Show me the tasks before you create them. After I confirm, create them and assign them to TEAMMATE. Do not send anything to the client. Show where each piece of context came from.
Example prompt. The client and people in it are fictional; replace them with your own.
Before you rely on it: Each person you add needs their own seat. $90 per person/month, or five seats for $400/month. Unlimited minds and businesses. Review a new teammate's first tasks and drafts before anything reaches the client, just as you would without Armbrain.
More use cases
- Meetings
Turn a meeting into decisions and tasks
Every call yields saved decisions, owned tasks, and a recap under the right client.
Read - Follow-through
Keep every promise you made
Call promises stay on a list until completed, with risky items flagged.
Read - Clients
Know who is who at every client
Names, roles and priorities, ready before each call.
Read
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.