COPPERMIND CMO · Cheat Sheet

AI memory for fractional CMOs · coppermind.app page 1 of 2
COMPANY MIND
your company · everything below lives inside it

PERSONAL MIND

just one
  • your voice
  • decisions
  • preferences
  • CMO profile

PROSPECT MINDS

a few
  • discovery
  • pre-close
  • pipeline
  • convert → client

CLIENT MINDS $

many — your $
  • active work
  • brand DNA
  • meetings
  • handoff $

HOW TO USE THIS SHEET

In Claude Desktop (or Claude Code), type the phrases in quotes — Coppermind handles the rest. You don't have to memorize these; just get close and Coppermind figures it out.

Most requests run in the current active mind. Switch first, then ask.
Special cross-mind phrases (morning briefing, what's next) work draw from all minds at the same time.
Page 1 = your daily rhythm. Page 2 = deeper workflows by job.
Stuck? What can you do? works anywhere.
FIRST 15 MIN — SET UP YOUR COMPANY & PERSONAL MINDdo these in order
Before you start: open Claude Desktop (or Claude Code) and start a new chat. Type each phrase below into the chat — one at a time, in order.
1
Who am I? — confirm install & sets up your personal mind
7
Connect Slack — channel ingest
2
My company is called [Volacci] — names company mind
8
Connect Notion (or Connect ClickUp) — wiki + tasks
3
Connect Gmail (or Connect Outlook) — email
9
Crawl [volacci.com] — your own site → brand + facts
4
Connect Calendar — meetings auto-prep
10
Here are some important documents. — attach docs
5
Connect Granola (or your note-taker) — transcripts
11
Create my company voice. — learns from emails & docs
6
Connect Drive — folders + files
Note: Connections set up at the company level automatically route incoming memories to the right mind — personal, prospect, or client — based on the people, channels, and content involved.
SETTING UP EACH CLIENTdo this for every new engagement · the first brief is the payoff
1
Create a client called [Acme]
7
Pull Slack messages from #acme-marketing
2
Configure [Acme]: industry, contact, EOS quarterly
8
Import this sprint plan — paste CSV
3
Crawl and ingest [acme.com]
9
Start Q2 2026 with rocks: Website Redesign, [...]
4
Add stakeholder: Sarah Chen, CMO, prefers async Slack
10
Here are important documents for [Acme] — attach docs
5
Pull last 3 Granola meetings into [Acme]
11
Create the [Acme] brand voice
6
Ingest the Drive folder for [Acme]
12
Brief me on [Acme] — see it come together
ADDING YOUR TEAMVAs, marketing directors, contractors
Add my VA to [Client] — read access; notes go to your queue
Generate a VA onboarding guide for [Client]
Add [name] as editor on [Client]
Show me what my VA added this week
Who has access to [Client]?
Approve all the pending notes from [VA]
Heads up: every team member must set up their own Coppermind account first (coppermind.app/signup). Granting access connects their account to your client mind — it doesn't create one for them.
WORKING PROSPECTS → CLIENTSdiscovery through close to kickoff
Research [Prospect] for a discovery call
Crawl and ingest [prospect.com] — site → brand + facts
Create a prospect mind for [Prospect]
Close the deal — convert [Prospect] to client
Prep my discovery call with [Prospect]
Kick off [Prospect] — first 30 days plan as a client
DAILY RHYTHMyour day, in three beats
Morning kickoff (cross-client)
Morning briefing — meetings + needs attention
What's next? — smart next-action
What's slipping? — overdue across all clients
List my clients
Auto-prep next meeting — fire-and-forget
Before each meeting
Switch to [Client]
Prep my [Client] meeting
Who is [stakeholder]? — role + comms style
What did we decide last call?
What are the open commitments?
After each meeting
Ingest the transcript — or auto-ingest does it
Log action items: [...]
Draft the follow-up email — uses your voice
Mark the [X] as done
MANAGING TASKS & ACTION ITEMSwhat's on your plate, who owes what
Add a task: [...] — for the active client
What's overdue across all clients?
List my tasks / What's on my plate?
Mark [task] as done
What did Sarah commit to last call?
Show me what my VA added this week — pending queue

COPPERMIND CMO · Cheat Sheet

deeper workflows · by job and rhythm page 2 of 2
CAPTURING KNOWLEDGE ON THE FLYmemory · works in every mind · just talk
Remember: [anything] — auto-classifies & stores
Quick note: [anything] — fast capture
Who is [person]? — stakeholder lookup
Search for [topic] — semantic search
What did we decide about [X]?
What did Sarah commit to?
Show campaign history for [Acme]
Forget the [X] from last Tuesday — soft delete
Every memory shows provenance — source + when
Auto-classifies as: decision · commitment · stakeholder · campaign outcome · preference · fact · question. You never categorize anything yourself — just talk.
CATCHING UP AFTER TIME AWAY"I haven't touched this client in 2 weeks"
Brief me on [Client] — full context reboot
What's changed with [Client] in the last 2 weeks?
Show me the last brief for [Client]
What did we decide about [topic] last month?
WEEKLY RHYTHMFriday afternoon · or Monday for the look-back
What happened last week? — per-client scoreboard
What follow-ups did I miss?
Show me my weekly summary
What's slipping this week?
MONTHLY & QUARTERLY RHYTHMretros, reviews, quarter transitions
Write the monthly report for [Client]
Quarterly review for [Client]
Sprint retro for [Client]
Quarter retrospective — how did we do?
Close out Q1 for [Client] — quarter transition
Start Q2 with these rocks: [...]
RUNNING EOSset up a quarter, then run the weekly rhythm
Set up the quarter (do once)
Start Q2 2026 with rocks: [...]
Add a rock: [name, owner, due]
Set up the scorecard: [metrics]
Import this sprint plan — CSV
Quarterly tracking (week to week)
What are our rocks this quarter?
How are we pacing?
Show the scorecard
Record this week's numbers: [...]
Mark [deliverable] as done
L10 meeting + issues (IDS)
Prep my L10 for [Client]
What's on the agenda?
Add an issue: [...]
Solve the [X] issue — resolution: [...]
Add [topic] to next L10 agenda
CREATING FRESH CONTENTin client voice · build mode or review mode
Day-to-day writing
Write a blog post in [Client]'s voice
Draft a LinkedIn post about [topic]
Review this draft: [paste] — expert critique
Write social posts for Acme and Bluebell — batch
Expert panels (build or review)
Plan a Q2 campaign · Build a strategy deck
Draft a proposal · Run a marketing audit
Build an SEO strategy · Develop positioning
Build a nurture sequence · Audit the budget
Assess the marketing team · Write the monthly report
HELPFUL UTILITIEShousekeeping for your account & connectors
What can you do? — full command reference
Send feedback: [...] — goes straight to Ben
List my clients — every mind you can access
Email me a Monday morning briefing — scheduled digest
Health check my connectors — verify everything's live
Archive [Client] — after engagement ends
Show my usage this month — tokens, cost, by tool
What's new in Coppermind? — release notes
Show my account info — plan, seats, customer ID
Switch to my personal mind — for personal preferences
Rotate my API key — security maintenance
Drive isn't working — Settings → Apps → reconnect
TROUBLESHOOTINGhave a problem? Coppermind can usually help

Just explain the problem to Coppermind in plain English — it can often diagnose and fix itself. If it can't, tell it to send feedback for that issue and a message goes straight to Ben.

Something seems off — [describe what happened]
Why did the brief miss [X]? — debug a specific output
Send feedback for this issue: [...] — goes to Ben
For anything urgent: coppermind@volacci.com
Power moves — You never need to memorize commands; natural language always works. Once you've sent ~10 emails through Coppermind, run Teach Coppermind my writing voice so follow-ups sound like you. Stuck or something looks off? What can you do? · email coppermind@volacci.com.