# Client sheet

So your AI knows a client before writing to them.

How to use it: replace each example with your own content, then delete the guidance in italics. Keep the headings: they help your AI find the right passage.

## The client in brief

*What they do, their size, how long you have worked together.*

Example:

> A joinery workshop with four employees, in Angers. A client since 2024.

## Our contacts

*Their role and how they prefer to be reached. No unnecessary personal data.*

Example:

> The owner decides and signs off. She prefers the phone in the morning. Her partner follows invoicing.

## What we have done for them

*Past projects, with their date and outcome.*

Example:

> 2024: visual identity. 2025: website rebuild, in progress.

## What matters to them

*Their priorities, their sensitive topics.*

Example:

> Wants the photos to show their own work. Dislikes long texts.

## Special terms

*Rates, payment terms, commitments made.*

Example:

> Usual day rate. Payment at 30 days. One free review per deliverable.