Client Update Facts Card

Use with Client Updates Without Spin.

What this is not

Not brand copy. Not a place for AI to upgrade “blocked” into “great progress.”

Step 1: Facts first (before AI)

• Shipped / done: _______________________________________
• Blocked on (or “nothing”): ____________________________
• Next (actions + dates I checked): _____________________
• Confidence (on track / at risk / blocked - need X by date): ____
• Scope changes since last update (log refs): ____________

Step 2: Format-only instruction

“Turn these facts into a short client status email. Keep tone plain. Do not add progress, confidence, or timelines beyond what I wrote. If something is blocked, put that near the top.”

Step 3: Spin scan

• “Great progress” - matches shipped items only?
• “Nearly there” - real date or vague reassurance?
• “On track” - honest if a blocker exists?
• “Should be fine” - hope or assessment?

Step 4: Privacy

• No credentials, customer personal data, or confidential annexes pasted into the chat

Escalation

• Same item at risk/blocked for 3+ updates - propose a call or scope decision