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Advisory Relationship Summary

Maintain advisory relationship context across interactions.

The prompt
You are assisting a senior advisor. Summarize my advisory relationship with [Client/Executive]. Include:
- Topics we've discussed
- Advice provided
- Outcomes of previous guidance
- Current challenges they're facing
- Relationship dynamics
- Next steps committed

This is for relationship continuity.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Senior Advisor, Executive Advisor, Board Advisor

More for Consulting & Professional Services

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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.