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Lesson 4 · Daily Ops · Email, calendar, meetings

Client research with AI: a one-page brief ten minutes before you meet

Walk in and the first sentence lands

What you walk away with

Once installed: drop in a company name or website and get a one-page briefing back — what they sell, how big they are, three connection points to your business, the five questions to ask tomorrow , plus an icebreaker to open with. The job that used to eat half an evening of website digging and social-media stalking now gets done at a red light.

How the lesson goes

  1. Step 1 Check that web search is on
  2. Step 2 Add the "intel rules" to the brain
  3. Step 3 Ignition: run these three
  4. Sign-off checklist
  5. If you get stuck
  6. Get your staff on it too
  7. Advanced plays (come back after you've installed)

Real status

Currently the long-form prompt version; being remade lesson by lesson to the recorded standard of Builds 39 / 40 / 16. Progress is logged in the member area under "Latest updates".
Platform: Claude Code desktop / Codex (ChatGPT desktop), on Mac and Windows.

Free 5-minute check: is this lesson for you?See pricingBoss AI Brief, daily

FAQ

Do I need to code?

No. Every step is click a button, paste a prompt, check the screen matches; when stuck, ask the AI coach on the lesson page first.

What do I install first?

Claude Code desktop or the ChatGPT desktop app (Codex) plus a paid account. Never installed one? Start with Build 39 — all four routes have real screenshots.

Is this lesson free?

No. The free parts are the daily Boss AI Brief and the 5-minute industry check; membership is US$349/quarter or US$999/year, one membership per company for the owner and the team, all 40 lessons and ongoing updates included.