Brooke Wright
Brooke Wright · @wright_mode
FREE SYSTEM

Walk into every call as the most prepared person in the room

Two prompts and two connectors: Claude reads your calendar and email each morning and hands you a one-page brief on every person you're meeting — who they are, where you left off, and the thing you promised and forgot.

2 copy-paste prompts10-minute setupExample brief includedBuilt by Brooke
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The 2 prompts that brief you before every client call Jump to the prompts → Join the Membership
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The Client Call Prep System

Two prompts and a 10-minute setup: Claude reads your calendar every morning and hands you a one-page brief on every person you're meeting.

2 copy-paste prompts10-minute setupRuns itself every morningNo tech skills needed

What's inside

1The two prompts (copy-paste)2The 10-minute setup3What a good brief looks like4Why this compounds

The two prompts

The whole system is two prompts: one that briefs you every morning, one that captures what happened after each call. Everything else on this page is the 10-minute setup that makes them run on their own.

1

The morning brief prompt

This is the engine. Once your calendar and email are connected, this one prompt produces a one-pager on every person you're meeting today.

Every morning, look at today's meetings in my calendar. For each meeting with a client, lead or partner, search my email (and my notes, if connected) for the person and their business, then give me one page per call containing: Who they are and what their business does Where we left off — recent emails, promises made, open items What they have bought from me or asked about One thing worth raising while I have them Anything I said I would do for them that I have not done yet Keep each brief under 200 words. If you cannot find context on someone, say "no history found" rather than guessing or inventing anything. Skip internal or personal events. Deliver all briefs in one message, ordered by meeting time.
2

The after-call debrief prompt

Thirty seconds of dot points after each call is what makes next month's briefs scary-accurate. This closes the loop.

Here are my rough dot points from the call with [NAME]: [PASTE YOUR DOT POINTS — messy is fine] Do three things: 1. Tidy these into a short record: decisions made, promises made (by me and by them), and anything to watch. 2. Tell me the follow-up actions with a suggested deadline for each. 3. Remember the key facts so the next time you brief me before a call with this person, this context is in the brief.

The 10-minute setup

1

Connect your calendar

In Claude, open Settings → Connectors and connect Google Calendar. This is how it knows who you're meeting and when.

2

Connect your email

Connect Gmail the same way. This is where the context comes from — the last thread, the thing they asked about, the promise you made in March.

3

Test the brief once, manually

Paste the morning brief prompt into a chat on a day you have client calls. Read what comes back. If a brief is thin, that person's history mostly lives outside your inbox — add a line of context yourself and Claude includes it next time.

4

Schedule it

In Claude Cowork, turn the same prompt into a scheduled task that runs early each weekday morning. Now the briefs are waiting before you've had breakfast.

Privacy note

Claude only reads what the connectors you approve can see, when you ask it to. You can disconnect either connector any time in the same settings screen.

What a good brief looks like

Five lines. If your briefs come back longer than this, tell Claude to cut them — a brief you don't read is worse than no brief.

SARAH — 10:00am — Discovery call
Runs a bookkeeping practice, 4 staff, drowning in client email. Last contact 3 weeks ago: she asked about automating client onboarding, you sent the pricing page, she said "after EOFY". Bought: nothing yet. Raise: EOFY is done — is now the time? Owed: you promised her a checklist and haven't sent it.

Do

Debrief in dot points the same day, while you remember what they actually said.

Do

Trust "no history found" — it's the prompt working, not failing. Add context by hand once and it sticks.

Don't

Let briefs bloat past a page. The brief is for the two minutes before the call, not a dossier.

Don't

Skip the debrief because the call went fine. "Fine" calls are where the forgotten promises live.

Why this compounds

The morning brief makes you the most prepared person in every meeting. The debrief makes the NEXT brief better — decisions, promises and details fold back in, so the system gets sharper every single week. A month in, Claude reminds you of things you'd forgotten you said. That's the moment this stops feeling like admin and starts feeling like a chief of staff.

I run a version of this every morning — my briefs land before breakfast, and I walk into calls knowing where we left off without opening a single thread.

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