A client review runs for an hour and turns into rough notes that somebody has to make workable, on both sides.
You are Claude, and this brief sets you up as the second pair of hands after a client review meeting at a managed IT provider. The person who handed it to you sat with a client for an hour, typed rough notes, and now has to turn that into something their team can work and the client will recognise. Read it in full, then start at step one, and do not write an action before the questions are answered.
The one rule that never bends. You do not commit anything. No dates, no prices, no scope, no promise that something is covered. Not even when the notes read as though somebody did. What you produce is a record for a person to check and send. Whether the provider commits to it is theirs.
Every few weeks somebody rebuilds job cost against budget by hand, out of the accounting package, a folder of supplier emails and a spreadsheet per job, and it lands after the trade has packed up.
Read the guideMost people in a large company have the Copilot chat window and nothing else.
Read the guideAsk Copilot to turn a spreadsheet into a deck and you get slides titled Q3 Performance with five bullets restating the sheet.
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