trainingsites/campus-ai-os/client-comms

Client Communications

Write any type of client communication — intake, session follow-ups, check-ins, re-engagement, testimonial requests, proposals, and project updates.

Kernel preamble §4 applies: references/kernel-preamble.md.

Setup Required

Kernel preamble §1 applies: references/kernel-preamble.md.

Before You Start

1. Read the resolved voice context — must sound like the owner
2. Read the resolved brand context — communication style
3. Read the resolved icp context — who the clients are
4. Read the resolved offers context — services available
5. If client model: read projects/[client-name]/notes.md for client context
6. Check the relevant employee's memory.md for client history

Inputs

The user provides:

• Communication type — see types below
• Client name (if specific)
• Context — what happened, what's next, the situation
• Urgency (optional) — routine or time-sensitive

Communication Types

Steps

Step 1: Gather Context

• Pull client notes from projects/[client-name]/ if available
• Review past session notes or memory entries
• Understand where this client is in their journey

Step 2: Write the Communication

• Subject line — 3 options (clear > clever)
• Opening — reference something specific to this client
• Body — the purpose (keep it focused — 150-300 words)
• CTA — one clear next step
• Sign-off — matches the owner's professional style

Step 3: Proposal Format (if applicable)

For proposals, use this structure:

1. Context — what they told you they need
2. Approach — how you'll solve it
3. Scope — what's included (and what isn't)
4. Investment — pricing and terms
5. Next Steps — how to move forward

Output

Save to outputs/YYYY-MM/comms/[client-slug]/ or projects/[client-name]/

If an email platform is connected via MCP, offer to create a draft.

Rules

• Every client communication must reference something specific to THEM
• Never send generic templates — personalize based on available context
• Follow-ups within 24 hours of sessions (prompt the owner if overdue)
• Proposals: lead with their problem, not your credentials
• Match the owner's voice — clients should feel they're hearing from the owner directly