Module 4 · Build #2: The Client Hub

The magic: AI-drafted client bios

Here’s the feature that turns a tidy address book into something that genuinely changes how prepared you feel: you’re going to teach Claude to read everything you know about a client and write you a one-page briefing before every meeting.

Two tools, working together

This build quietly combines both patterns you’ve learned. The app stores and shows— it holds every note and displays it, like the calculator you built in Module 1. And Claude reads and thinks — it takes all that stored information and turns it into something useful, like the proposal builder in Module 3. Put them together and you have a hub that remembers and a teammate who’s read the whole file before you walk in. That’s the combination that makes this tool feel like magic.

Teach Claude the “prep me” routine

You’re going to add a standing instruction to the project — a routine Claude follows whenever you ask. Paste this into Claude Code:

Add a "prep sheet" routine to this project's CLAUDE.md: whenever I say "prep me for [client name]," read everything in that client's file — every note, every detail — and write a one-page briefing: who they are, what matters to them, what we discussed last time, anything I promised to do, and three good questions to ask next. Save it into their file so it shows on their client page, and also produce a cleanly formatted printable version I can save as a PDF.

Test it now on one of the example clients and show me the briefing.

Claude will write the routine into the project’s playbook and then run it on one of your example clients so you can see the result immediately. Read that briefing. This is the thing that means you never walk in blank again.

Shape the briefing to your taste

The first version is a starting point, not the final word. Tell Claude how you’d actually want to be briefed, one change at a time:

• “Put the three questions at the very top — that’s what I look at first.”
• “Keep it to half a page. I’ll read it in the waiting room.”
• “Add a line for anything sensitive I should be careful about.”

Adjust it until the briefing reads the way you think — then it’s yours for every client from here on.