Client prep & decks path · Up next · ~15 min

Client prep one-pager

Research + prep doc; every claim cited or omitted.

Run in Copilot

With redacted context only, ask Copilot for a one-page client prep: who, last touchpoint, open items, three questions to ask in the room.

If you need the lesson first

Show your work

Optional notes for you: prompt used → what you changed in the output → what you verified (not submitted to a server).

Accuracy · Privacy · Tone · Next action — check each before you mark practice done.

Accuracy — facts match source material you providedNo invented numbers, names, or promises
Privacy — nothing restricted in the promptGreen / yellow / red for your role; see governance drill if unsure
Tone — fits audience and channelWould you send this after your edits?
Next action — you know what happens with this outputSend, park, escalate, or iterate

Notes (optional)

When you're stuck