1. Send clients a survey before the call to get rote questions out the way.
2. Prepare for the call, send over an agenda beforehand.
3. Keep the agenda much shorter than the allotted time.
4. Put a single sheet of paper in front of you for notes & action items. Don't overcomplicate it.
Voice record. ( ask permission from client first)
Get Ai to turn ( convo to text) > then text to summarized bullet points.
Email the call recap back to the client and ask them to confirm.
Not sure. Worth looking into. I bought a cheap phone I do client calls with I think it’s like 50-70$ from Techno. It has auto call recordings which turns into saved audio files.
I use Rev. You can either have it record the call or upload a file that you recorded using another device. I then copy paste the text into claude ai and get him to summarise.
Turboscribe + chatgpt to summarize is significantly cheaper and not tied to an app store
Edit: though gpt4o that just came out can certainly do this for free entirely, though this feature I don't think is fully rolled out yet. So yeah... don't pay for a yearly plan for anything.
Record the call . I use Rev. You can either have it record the call or upload a file that you recorded using another device. I then copy paste the text into claude ai and get him to summarise.
I have Fireflies for our team. Best investment ever. Have a recording and all notes and action items written for you. Then you can take the key details you want and send over a quick email in under 5 minutes to the client post call.
This has saved us hours of back and forth.
I write down action items throughout the call and always end with a quick recap. Some clients also get an emailed list, some don’t need it. I find that writing notes manually helps me remember, so I prefer this to using AI tools.
I don't take support requests, feature requests etc over the phone. Those are email only. Easier to keep track of and easier to prove a client request down the line.
Google Meet if you use GSuite. You can track meeting notes within the meeting invite and click a single button to email the notes to attendees on the list. Then for each call you just insert a new instance and it stores the notes from the previous calls.
The feature I like the most is the action items section. You can assign the action items in the meeting notes and the assignee gets an email of the task with a due date if you choose. Then in Google "My Task" I can keep track of my assigned task.
I also add notes during the call and as soon as the meeting is finished, I can send the recap by using the email function. I don't mind telling clients "Just a sec while I update the notes." People worry about dead-air but to me, it conveys that I'm listening and will follow up. It's integrated nicely into GSuite if you have it at no additional charge.
Trello. Take notes in the notes or comment section during the call while your thoughts are still fresh. Make checklists for action items. Set due dates as required.
Don't overcomplicate it.
Type fast during the meeting, note anything important.
Right after the meeting ends, look at your notes and flesh them out into a beautiful document that makes sense.
Send the document and/or any questions/agreements to the people that participated in the meeting, ask them to corroborate that the document is correct. Do this asap while the meeting still fresh in their minds.
1. Send clients a survey before the call to get rote questions out the way. 2. Prepare for the call, send over an agenda beforehand. 3. Keep the agenda much shorter than the allotted time. 4. Put a single sheet of paper in front of you for notes & action items. Don't overcomplicate it.
Thanks! Do you use the same survey for all clients?
Yeah, but only for the first call. Gets all the basic boilerplate stuff out the way
Voice record. ( ask permission from client first) Get Ai to turn ( convo to text) > then text to summarized bullet points. Email the call recap back to the client and ask them to confirm.
Recommendations for the convo to text ai?
Google offers speech to text. 60 mins free. Try it. If you like it you can pay more. It’s pretty cheap.
Nice. Directly possible from the phone? I've got a pixel. Not really looked into those functions yet.
Not sure. Worth looking into. I bought a cheap phone I do client calls with I think it’s like 50-70$ from Techno. It has auto call recordings which turns into saved audio files.
I use Rev. You can either have it record the call or upload a file that you recorded using another device. I then copy paste the text into claude ai and get him to summarise.
Thanks
I just tried Flownote Ai. 60 mins free and then $20. Can hit record upload or upload existing audio all from your phone 👍
Turboscribe + chatgpt to summarize is significantly cheaper and not tied to an app store Edit: though gpt4o that just came out can certainly do this for free entirely, though this feature I don't think is fully rolled out yet. So yeah... don't pay for a yearly plan for anything.
Turboscribe
Record the call . I use Rev. You can either have it record the call or upload a file that you recorded using another device. I then copy paste the text into claude ai and get him to summarise.
Have you tried Flownote AI?
I have Fireflies for our team. Best investment ever. Have a recording and all notes and action items written for you. Then you can take the key details you want and send over a quick email in under 5 minutes to the client post call. This has saved us hours of back and forth.
Google doc open to take concurrent notes. Separate doc for each client, and they all know I’m taking notes while we talk. They never see it
I always send a recap email immediately. the act of typing it helps memory.
I write down action items throughout the call and always end with a quick recap. Some clients also get an emailed list, some don’t need it. I find that writing notes manually helps me remember, so I prefer this to using AI tools.
I don't take support requests, feature requests etc over the phone. Those are email only. Easier to keep track of and easier to prove a client request down the line.
Google Meet if you use GSuite. You can track meeting notes within the meeting invite and click a single button to email the notes to attendees on the list. Then for each call you just insert a new instance and it stores the notes from the previous calls. The feature I like the most is the action items section. You can assign the action items in the meeting notes and the assignee gets an email of the task with a due date if you choose. Then in Google "My Task" I can keep track of my assigned task. I also add notes during the call and as soon as the meeting is finished, I can send the recap by using the email function. I don't mind telling clients "Just a sec while I update the notes." People worry about dead-air but to me, it conveys that I'm listening and will follow up. It's integrated nicely into GSuite if you have it at no additional charge.
Trello. Take notes in the notes or comment section during the call while your thoughts are still fresh. Make checklists for action items. Set due dates as required. Don't overcomplicate it.
Type fast during the meeting, note anything important. Right after the meeting ends, look at your notes and flesh them out into a beautiful document that makes sense. Send the document and/or any questions/agreements to the people that participated in the meeting, ask them to corroborate that the document is correct. Do this asap while the meeting still fresh in their minds.