Let me show you how this works inside a client project.
I have a returning client, a couple who travelled with me to Botswana two years ago. Their project holds the consultation notes from that trip, the post-trip feedback where they told me what they loved and what they would change, and a new enquiry for a Southern Africa itinerary this year. I want to produce a proposal opening that demonstrates I remember them and have built this new trip around what I know.
The synthesis gives me a clear picture: they loved the mobile safari format, found the Okavango Delta camp too isolated for their taste, appreciated the birding opportunities David had, and Sarah mentioned wanting more time for photography on the next trip. Their new brief is for three weeks, combining the Western Cape with a safari component.
Look at what the proposal opening does. It references their previous trip specifically. It acknowledges what they loved and what this new itinerary does differently. It names the photographic opportunities that Sarah asked for and the birding element that worked so well for David. None of that came from the tool’s own knowledge. All of it came from the client project, surfaced by the synthesis question and expressed in the proposal through the prompt framework.
That proposal opening would take me fifteen minutes to draft from memory. It took two minutes with the project doing the recall and the framework doing the structure. And the client reads it and feels exactly what I want them to feel: this advisor knows us, remembers us, and has built this trip for us specifically.
