Systematic GeeksEveryone tells you to “write it up straight after.”
We build the system
that writes it up for you.
Back-to-back calls all day, and by five o’clock the first one is a rumour. We build the systems that summarise each call, pull out the actions, assign them, and file the lot against the right client record in the tools you already use. The first one is on us.
- Actions assigned
- Filed on the right record
The call was great.
The notes were not.
Advice businesses run on what was said. Most of it is lost by the next meeting.
- “I promised three things on that call and I can remember one of them.”
- “The notes are in my notebook, the CRM and two emails. None of them match.”
- “Writing up Monday’s calls is what Tuesday morning is for.”
is the whole call, and you leave with a map of where your hours go either way.
Scoped on the call. Built in your tools. Most systems live in 7 to 14 days.
The three steps.
From one call
to every call.
-
01
The call gets captured
From the meeting tool you already use, or a voice memo after an in-person one. Nothing to remember to switch on.
-
02
The summary writes itself
Decisions, actions with owners and dates, open questions, and a short note in your tone that’s ready to send to the client as the recap.
-
03
Everything files itself
Summary on the client record, tasks in your task tool, follow-up dates in the calendar, recap in drafts for a glance and a send.
Stop writing up
what you already said.
Built inside the CRM, calendar and task tools you already use, live in about two weeks. Book the call and we’ll use it as the first example.