Resources

Insights, guides, and best practices for consultants who want to work smarter with AI-powered meeting notes.

blog post

The Price of Forgetting What Your Client Said

A consultant I know lost a $15,000 retainer because he forgot a commitment he'd made three meetings ago. He wasn't careless. He just didn't have a system.

checklist

The 5-Minute Meeting Summary System That Wins Repeat Business

Consultants who send summaries within 4 hours are 7x more likely to secure follow-on work. Learn the RAPID framework, 5-minute AI workflow, and email formats that turn meetings into repeat business.

guide

The Playbook to Keep 90% of Your Clients

The consulting industry averages 85% retention, but top performers exceed 90%. Learn the 5-pillar system, 90-day framework, and meeting habits that turn one-off engagements into multi-year partnerships.