Client memory that travels with you
Café meetings, calls between engagements, a detail a client mentioned in passing: captured wherever it happens, so prep never starts from a blank page.
Priya Sharma
Scope confirmed. Wants a status update every other Friday.
Follow-ups
Send the kickoff recap
Priya Sharma
In-person meetings, captured the same way
Client meetings rarely happen at a desk. Record from your iOS device at a café or their office, and the notes write themselves up the same way a Mac recording would.
One page per client
Scope, decisions, the small details that make a relationship personal: they collect on the client's page and compound over the length of the engagement.
A kickoff or check-in template for every engagement
Keep a template for kickoffs and another for status updates. Every call comes back structured the same way, ready to send.
Run repeat work as a play
Meeting prep, a status update, the first follow-up after a kickoff: save the steps you always take once, then run that play on any client.
Prep for a client call in seconds
“What did we agree to last time with this client?” Answered from your actual notes, so prep never starts from a blank page.
Questions
Both. Every client starts private to you; share a client with a collaborator when you're working an engagement together.