A free AI skill that turns last call's notes, tickets, and client emails into a client-ready cadence call agenda. Built with a working vCISO, so it writes like one.
Wednesday, October 8 · 12pm ET
Skill releases in
The problem
Advisory work is hard, and the unseen work is what trips most MSPs up. Having a bulletproof plan for your program's cadence calls is what actually makes or breaks the contract.
Prepping properly takes 30-60 uninterrupted minutes, and your client can tell when you skip it. Generic AI makes it worse, happily writing "all risks accepted" into the record when that call belongs to a client executive.
The itinerary is the business record of the security program, discoverable and all. That document deserves real preparation, every single week.
What it does
Makes your client feel like you spent hours on the account.
Cedarline Fabrication, Inc. · 25 August 2026
| Name | Role | Organization |
|---|---|---|
| Victor Reyes | Client SPoC; Director, IT | Cedarline Fabrication, Inc. |
| Diane Okafor | Client Executive Sponsor; COO | Cedarline Fabrication, Inc. |
| Sam Whitfield | Client Compliance Officer | Cedarline Fabrication, Inc. |
| Nora Quinn | vCISO | Ridgeline Security |
| Status | Owner | Task | Due |
|---|---|---|---|
| Past-due | Sam Whitfield | Confirm CMMC assessment scope with prime contractor. | 21 Aug 2026 |
| In-progress | Nora Quinn | Draft incident summary for the insurance carrier with caveat language. | 26 Aug 2026 |
| In-progress | Diane Okafor | Socialize security budget adjustment with CFO ahead of Q4 planning. | 28 Aug 2026 |
| To-do | Elena Novak | Complete OT asset reconciliation for the two hosts missing serials. | [date?] |
Business Email Compromise Incident (AP and Purchasing Mailboxes)
Board Pre-Read Incident Briefing
Incident Response Plan
CMMC Level 2 Readiness
How it works
Add the skill to Lexful, Claude, ChatGPT, or any LLM of your choice.
Point to last call's itinerary and whatever materials you want to reference.
Review the output, walk in confident and ready for your vCISO meeting, and deliver a high-value experience that makes you look like an expert - every time.
The lineup
The skill is releasing live on Wednesday, October 8 at 12pm ET. Jesse will run it on a typical client scenario, walk through the output line by line, and take questions. Everyone registered gets the skill and the replay the moment we wrap.
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