Playbooks / Build a client knowledge brain (a numbered second brain per client)

Build a client knowledge brain (a numbered second brain per client)

Build a client knowledge brain (a numbered second brain per client)

Coming

A per-client folder brain (00-the-numbers, 01-your-audience, 02-your-voice, 03-what-worked, 04-your-teaching, 05-your-students, 06-full-scripts-and-transcripts, 07-email-writing-kit) plus the sales-call intelligence KB template (system prompt, archetypes, objections, quote bank).

Kit

content-tools

You need

AccountWhyFree or paidPlan
Claude Code (Anthropic Claude Pro or Max)The AI operator every system runs through. Skills, hooks, memory, MCP servers and the Brain plugin all load inside Claude Code.PaidClaude Pro (20 USD/mo) works for light use; Max (100 USD or 200 USD/mo) for daily multi-hour sessions. Anthropic terms require each user to hold their own subscription; never share a login.
Fathom (call recorder)Client-side call recorder used by clients for lessons and sales calls. The fathom-download skill pulls the MP4 and speaker transcript from a share link; the voc-ingest scripts pull whole libraries through the API.Free tier availableFree for recording and sharing; the API and webhooks need Fathom Premium or Team.
Fireflies.aiRecords and transcribes Zoom and Google Meet calls; the GraphQL API pulls transcripts into the voice-of-customer database and the Brain lessons.Free tier availableFree plan gives limited transcription credits; Pro (about 10 USD/mo) for unlimited transcripts and API access. API access needs a paid plan.
yt-dlpDownloads YouTube, TikTok and Instagram video, auto-captions and comments for vaults, B-roll, MIDI extraction and quote verification.FreeFree.

What you bring

  • Your call recordings or transcripts, exported
  • Your testimonials, and written permission for each one
  • Your past scripts and emails
  • Your real numbers: revenue, views, list size

The steps

  1. Bring your materials
  2. Land every recording as an immutable raw file
  3. Extract quotes with the anti-hallucination gates
  4. Create the numbered brain folder
  5. Fill 00-the-numbers from real data only
  6. Fill 01-your-audience and 02-your-voice from the voice bank
  7. Fill 03 to 06 (what worked, teaching, students, full transcripts)
  8. Build 07-email-writing-kit and 08-quote-database
  9. Optional: the sales-call intelligence variant for a Claude Project
  10. Deliver and refresh

Goes further if you have already built Build a knowledge portfolio so your AI gives real feedback. You can build this without it.

Get the full playbook

Plug in your AI Read it in the Library

Part of: Get your database sorted