This is such an underrated habit and I'd take it one step further store the client brain doc inside the client's own Notion workspace so everything about that client lives in one place. I also added a section for "how they like to receive updates" and "what stresses them out" because those two things alone have saved me from so many miscommunications. the "don't do this" notes section is honestly the most valuable part once you've worked with someone for a few months you start noticing patterns in what gets flagged and that list becomes gold. update mine after every client interaction, not just weekly.

Always package for this type of work per piece pricing undervalues the strategy involved in repurposing properly. what I charge for isn't just the output, it's knowing which content translates well to which platform and how to adapt the message for each audience. I price it as a content repurposing package with a set deliverable list and a clear turnaround time. client knows exactly what they're getting, I know exactly what I'm producing, no scope creep.

I have this covered in my contract tool onboarding beyond basic setup is billed at my standard hourly rate so the expectation is set before we even start. no awkward conversations, no absorbing time I shouldn't be. I also document the learning process as I go so it becomes an SOP I can reuse. turns a one-off cost into a permanent asset

The robotic output problem is almost always a prompting issue rather than a tool issue in my experience — switching tools rarely fixes it. what made the biggest difference for me was building a proper brief for each client that I feed into every repurposing prompt: their tone, words they actually use, words they'd never say, audience, and the goal of each platform. once that brief is solid the editing goes from rewriting to light tweaking. the other thing worth doing is separating the transcript cleanup step from the repurposing step — trying to do both at once in one prompt is usually where the output starts feeling generic. two cleaner steps beats one messy step every time