The problem
For consultants, freelancers and small teams: after a client meeting, the summary and tasks often get pushed to the end of the day. Or never happen. The client is left unsure what was agreed.
What the agent does
- When the call ends you have a short summary, the decisions made and who owns each task.
- The follow-up email to the client is written and waiting for your review.
- The client gets what was agreed on the same day.
- Recording only happens with everyone’s consent.
What we need from you
- Access to the video call platform and the calendar you use.
- Two or three summaries or follow-up emails you have already sent, to get the tone right.
- How you ask for permission to record today, or the decision to start asking.
- A contact person.