Café meetings, calls between engagements, a detail a client mentioned in passing: captured wherever it happens, so prep never starts from a blank page.
Scope confirmed. Wants a status update every other Friday.
Follow-ups
Send the kickoff recap
Agreed at the table this morning
Every client conversation, wherever it happens
Recording happens on your own Mac or iPhone. Nothing joins the call and nothing appears in the participant list, so the client only ever sees you.
Consulting is not a desk job. The conversation that changes the engagement is as likely to happen over coffee as on a call.
TranscriptLet's keep scope to six weeks, two workshops — nothing more for now.
And a written update every other Friday, so nothing sits in an inbox.
Always get consent while transcribing others.
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.
Mar 4
Feb 26
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.
See the contact pageSet the sections once and the engagement writes itself up that way — then ask your own notes what was agreed, instead of re-reading them.
Kickoff · Halden
Meeting Context
Sections
Scope
Ops review, six weeks, two workshops
Decisions
Phase two gated on the pilot
Next steps
Recap today, first update on the 14th
Keep a template for kickoffs and another for status updates. Every call comes back structured the same way, ready to send.
See note templatesWhat did we agree to last time with Halden?
Found 2 notes matching "last call with Halden".
Read Kickoff recap and Status call · scope review, walked back in full.
Done
You agreed to two things last time:
Sources
Kickoff recap · Priya Sharma
…six weeks, two workshops — nothing more for now…
Status call · scope review · Priya Sharma
…a written update every other Friday, so nothing sits in an inbox…
“What did we agree to last time with this client?” Answered from your actual notes, so prep never starts from a blank page.
See AI ChatThe recap, the status update, the first nudge after a kickoff: the same steps on every engagement. Save them once and run them.
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.
See playbooksThe three things you always send after a kickoff, drafted from the conversation you just had.
Last run in MarchPublicEveryonePrompt
The client is running one engagement. You are running four. They will remember exactly what was agreed at the table; this is the difference on your side.
In Mind
In Cordia
Scope confirmed. Wants a status update every other Friday.
Follow-ups
Send the kickoff recap
Priya Sharma
Say you will have the readout by Friday, and it is tracked against that client rather than buried in a note you would have to go find.
On your own device, no bot in the room, transcript attached and the write-up enhanced afterwards.
Record a workshop at your desk and a coffee at their office. Both land on the same client page.
The same contacts, notes and follow-ups, shaped around how sales, fundraising and recruiting actually work.
Both. Every client starts private to you; share a client with a collaborator when you're working an engagement together.
Scope, decisions, and the detail they mentioned in passing. Kept with the client who said it, wherever you were sitting.