Your client history is scattered across proposals, call recordings, Notion, and individual inboxes. We organize it into a structured brain, then run Scout, your Client Context Retriever, so your team has the right context before every call, report, and strategy session.
Sample prototype layout. Not real client data. No live client system is implied.
The information exists. The problem is that it cannot be reached quickly, and nobody has the job of keeping it current.
The brain ingests your existing sources. Nothing new to create: we work with what you already have.
Built and maintained on our own infrastructure. Each stage has a clear role: nothing sits idle.
Pull in proposals, transcripts, notes, reports, and SOPs from the agreed sources. Format and access are mapped at the Context Audit.
Organize everything into an AI-readable wiki with a consistent schema: clients, projects, calls, proposals, and SOPs each have a defined shape.
Surface the right context on demand: the right client record, the right proposal excerpt, the right call decision.
Run Scout, your Client Context Retriever: reads the brain and produces a pre-call brief for your team to review before acting on it.
Scheduled freshness sweeps keep the brain current as new proposals, calls, and reports come in. Nothing is left to rot.
Scout is your prep-ahead chief of staff. Before a call, report, or strategy session, Scout surfaces the relevant client history from the brain and produces a one-page brief for your team to review. Signature artifact: The 60-Second Brief.
Scout, your Client Context Retriever, pulls from the structured client record: past proposal scope and price, call decisions and open items, campaign results, and any relevant SOP references. Scout does not search the raw documents; it reads the organized wiki where the signal has already been extracted.
The 60-Second Brief: one document, organized by section, ready for a human to review before the meeting. The team confirms it is accurate, adds anything recent, and uses it. Nothing goes to the client directly.
Output reviewed and approved by your team before any use. Approval-first is a firm operating rule.
Prepared from brain. For team review before the 14:00 strategy call.
Brand refresh and content system, March. Agreed scope: visual identity, 3 page templates, quarterly content calendar. Price band (sample): mid-range retainer. Status: active.
Email series delivered in May (sample). Open rate tracked above the agreed benchmark. No complaints raised. Client flagged copy tone as "on point" in the follow-up thread.
Budget review due at the end of this quarter per the contract note (sample). Worth confirming renewal intent on this call.
The Context Audit maps your sources before any build quote is written. That is how fixed prices stay fixed and scope stays honest.
A paid scoping engagement: we inventory your proposals, transcripts, notes, and SOPs, propose a schema, identify your flagship skill, and write a fixed build quote.
One client delivery brain built from the agreed sources, with the schema applied and Scout (Client Context Retriever) stood up behind an approval gate.
Scheduled freshness sweeps keep the brain current as your client base changes. Skill tuning and one new or upgraded skill each quarter.
Any document, recording, or structured export your team already has: Google Drive folders, Notion workspaces, Fireflies exports, campaign PDFs. The Context Audit maps what you have and grades the format before we quote the build. Messy sources cost more time and that cost is explicit, not hidden.
No. The brain reads from your existing tools and organizes a structured wiki on top. Your team keeps working in Notion and Drive. The brain is the organized layer that makes those sources AI-usable and skill-ready.
Every output from Scout (Client Context Retriever) is a draft for your team to review. No brief, no note, no draft is used until a human on your team has read it and decided to act on it. Nothing goes to a client without that step. This is a firm operating rule, not a disclaimer buried in the small print.
A paid scoping engagement (500 to 750 pounds) where we inventory your context sources, map their format and condition, propose a schema and organization rules, scope Scout (Client Context Retriever), and write a fixed build quote. It is the only route to a defensible price, because data-loading effort is the main variable that blows up flat quotes.
We map your sources, propose a schema, scope Scout (Client Context Retriever), and produce a fixed build quote. That is the whole audit.
Book a Context Audit