Understanding Client Minds

The four types of client minds in Coppermind, what each one is for, and when to use them.

What Is a Client Mind?#

A client mind is an isolated memory space. Everything Coppermind knows -- meetings, decisions, brand voice, stakeholders, campaigns -- is scoped to the active client mind. Nothing crosses between client minds.

You switch client minds to switch context:

"Switch to Acme Corp"

From that point forward, every search, brief, and stored memory belongs to Acme. Your other clients don't exist until you switch to them.

The Four Client Mind Types#

Client Mind#

The core of what you do. One per active client engagement.

A client mind holds everything Coppermind knows about that client: their brand voice, meeting history, open commitments, stakeholders, campaign outcomes, and sprint plans. When you prep a meeting, search for a decision, or draft content, you're pulling from the active client mind.

Client client minds count against your plan's client mind limit. They're designed to be deliverables -- at the end of an engagement, you export the client mind as a handoff package for the client.

Create one when: You start a new paid engagement.

"Let's set up a new client called Bluebell Dental"

Prospect Mind#

For prospects -- companies you're pursuing, not yet serving.

A prospect mind works like a client mind, but it tracks where the prospect is in your pipeline and blocks the memory types that only apply to active engagements (like campaign outcomes). When a prospect converts, just say "convert Summit Marketing to a client" and Coppermind flips it to a client mind -- all pre-engagement context stays intact.

Prospect client minds are free and don't count toward your client mind limit.

Create one when: You start seriously pursuing a new prospect and want to track research, conversations, and deal context.

"Create a prospect mind for Summit Marketing"

Company Mind#

Your agency's own memory. One per account.

This is where your brand voice, case studies, methodology, and sales collateral live. When you're selling, this client mind provides the "about us" layer -- your positioning, your proof points, your process.

The company mind is free and shared across your prospect minds automatically. If you're pitching a prospect, Coppermind knows both the prospect's context (from the prospect mind) and your agency's context (from the company mind).

Create one when: You start selling and want Coppermind to know who you are, not just who your clients are.

"Create a company mind for Volacci Agency"

Personal Mind#

Your voice and preferences. One per account, created automatically.

This client mind stores how you write, how you communicate, and what you like. When Coppermind drafts a follow-up email or a proposal, it uses your personal mind for tone and your client mind for content. The output sounds like you, not like the client's brand copy.

You never create or manage the personal mind directly -- Coppermind handles it. You teach it your writing voice once, and it updates automatically as you work.

Set it up when: You want follow-up emails, proposals, and handoff documents to match your actual voice.

"Set up my writing voice"

How They Work Together#

When you're pitching a new client:

• Your company mind provides your agency positioning and case studies
• The prospect mind holds research on the prospect, notes from calls, deal stage

When you're serving a client:

• The client mind holds their brand DNA, meeting history, and sprint plans
• Your personal mind shapes how you communicate with them

When an engagement ends:

• Export the client mind as the handoff deliverable
• Convert the old prospect mind to a client mind if you're renewing or expanding

Related Guides#

• Client Onboarding -- setting up a new client mind from scratch
• Prospect Mind Conversion -- converting a prospect to a client
• Personal Mind and CMO Voice -- setting up your voice profile
• Client Handoff -- exporting a client mind at end of engagement