Client Signal Brief
Discovery questions, leadership tension map, room angle, and sensitivity notes.
Yes: this is the real download she can use now. It is a document-based client intelligence system for TheEpicWays: prepare the client, shape the offer, design the room, capture memory, and follow up with more precision.
What She Gets
The ZIP contains reusable files she can put straight into a private workspace and adapt for real clients.
Discovery questions, leadership tension map, room angle, and sensitivity notes.
A simple ladder for diagnostic sessions, workshops, labs, events, and retainers.
Agenda builder, exercise design, prompts, materials checklist, and energy checks.
Executive summary, decision log, owner tracker, manager scripts, and follow-up email.
A CSV tracker for clarity, ownership, decision speed, energy, commitments, and next steps.
Seven practical briefs for Claude, Codex, or a future private client portal.
This release is the usable starter system: templates, prompts, agent briefs, a dashboard CSV, and privacy rules. The next layer is the live private client workspace with automation and reporting.
The page explains what she can download, what it does, and what still needs to be built if she wants a full private client portal.