Purpose

Create a centralized knowledge system using NotebookLM that serves as your agency's instant answer engine for client information, enabling faster call prep, smarter strategy, seamless onboarding, and data-backed reporting.

Core Use Cases:

• Prep for client calls in <5 minutes
• Onboard new team members in hours, not weeks
• Ground strategy decisions in client-specific context
• Build reports that reflect client priorities and language
• Answer "what did the client say about X?" instantly

Setup Process (30-45 minutes per client)

Step 1: Create Notebook & Upload Sources

In NotebookLM, create: [Client Name] - Client Brain

Upload these sources (in order):

1. Sales notes - Initial discovery, pain points, goals
2. Kickoff notes + transcript (use Otter.ai/Fireflies)
3. Homepage copy
4. About page copy
5. Key product/service pages
6. XML sitemap (for content coverage)
7. Any brand guidelines, personas, or competitive docs