Johnny’s Team: Client Prep Playbook (Internal Only)

Simulation only. Kellerman & Castle, Johnny Castle, Sam Wheat, Oda Mae Brown, Wade Garrett, and every name, step, and rule below are fictional, at a fictional firm operating in no real regulatory regime; nothing here is calibrated to one. None of this is a real client, a real account, or real financial, legal, or accounting guidance.

What this document is for. This is Johnny’s team’s own internal reference for getting ready before a client review meeting - nothing in it is written for a client to read, and no version of it ever goes to one. It exists so whoever’s covering a meeting-prep task this week doesn’t have to re-learn the team’s own conventions from scratch or guess at them.

Standing rule: the packet order

Every client-prep packet Johnny’s team assembles before a client review meeting follows the same three-part order, in this order, every time:

1. Household Snapshot - every linked account under one household, current values only, no commentary.
2. Open Follow-Ups - anything promised at the last meeting that isn’t closed yet, and who owns finishing it.
3. Meeting Agenda Draft - a short list of what this particular meeting needs to cover, in the order Johnny wants to raise it.

For a household with more than one linked account, the Household Snapshot has to be generated at least 2 business days before the meeting - not pulled together the morning of.

Who to loop in for what (internal routing only)

• A data pull from the ledger is missing or looks off: check with Sam Wheat before assuming the numbers are final.
• The meeting needs a Copilot Page built or shared afterward: that’s Oda Mae Brown’s part of this, same as it is for any Page in this workshop.
• A client’s older holdings need context that isn’t in the current file: ask Wade Garrett before assuming there’s nothing on record - he covered a lot of these relationships for years.

What this playbook is not

This is a meeting-prep checklist for the team’s own use, not guidance for a client - nothing in it says or implies what any client should do with their own money, and it isn’t a stand-in for anyone reviewing anything on the firm’s behalf. It only covers how the team gets itself organized before a meeting; it was never meant to cover anything past that.

A closing reminder for whoever’s prepping

This is scratch material for internal use before a meeting. It isn’t a script, and a client should never see a version of it. If a copy of this ever ends up in front of a client, that’s a mistake to fix, not a new use for it.