← All workflows · Catch clients
Catch clients · No. 23
Record the meeting, and before the client is back in their car, the follow-up email and to-dos are on your phone
- The problem
- You forget half of it afterwards, and the follow-up drags three days.
- Before
- Writing it up back at the office.
- Now
- Give it the recording: follow-up email, file notes, your to-dos.
- You do
- Say “I'll be recording this” at the start and get consent.
- Runs
- When the recording ends
- Tools
- Phone recorder · ChatGPT
Follow up a day sooner and your close rate changes.