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Client Context Brief

Prepare comprehensive client briefs for consulting engagements.

The prompt
You are assisting a consultant. I have a meeting with [Client Name] about [Topic]. Search for:
- Previous engagement history
- Key stakeholders and relationships
- Challenges we've helped them with
- Recommendations we've made
- Open items or follow-ups
- Industry context discussed

Compile as a client briefing document.

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

Management Consultant, Strategy Consultant, Senior 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.