The client relationship starts at the first message. Claude handles it from there.

Every stage of a client relationship runs on writing. Answering the enquiry. Scoping the work. Onboarding. Follow-ups. Meeting summaries. Action items. None of it is optional, all of it eats your week, and most of it sounds almost exactly the same every time you do it.

This session walks through the complete client lifecycle and shows you precisely where Claude steps in: qualifying new enquiries, drafting proposals, briefing clients before meetings, writing the summary afterwards, and keeping the relationship warm between engagements.

One system. Every touchpoint.

What you will walk away with

• A live demo start to finish: a new client enquiry lands, and you watch Claude qualify it, scope the work and draft the engagement proposal
• The 4-stage client lifecycle workflow you can install in your practice this week
• How to brief clients before a meeting using Claude, so they turn up prepared and the meeting actually moves
• Meeting summaries and action item emails written in under 60 seconds, every time
• A client context system, so Claude always knows what matters to each client and can act on it

This is not theory and it is not a tour of the features. It is the actual workflow, built live, on the kind of client work you did last week.

Who it is for

Accountants and practice owners who are client-facing, tired of rewriting the same email for the hundredth time, and want the relationship side of the practice to run on a system rather than on memory and goodwill.