Navigating the busy and complicated world of digital agencies requires precision, clarity, and impeccable record-keeping because let’s be frank, every client call can affect your bottom line.
This Meetings Dashboard is designed to streamline your note-taking process across various types of meetings, from initial calls to launch sessions.
Therefore cccurate notes are not only ensure that every detail is captured but also reinforce client trust, speed up team collaboration, and optimize billable hours.
With this template, you're equipped to capture the essence of every discussion, ensuring nothing slips through the cracks.
Well it’s simple… the reality is if you have any type of billable hours, your meetings and the value of your words is exponentially greater than almost any other business. Clearword built a product that automates all those templates directly from your meetings without effort, but if you’re not interested in the free plan of Clearword, we thought you should not miss out on being able to take pristine notes so that your clients (and their needs) are always top of mind.
Ok, here’s what you do. After duplicating this dashboard, it’s all yours.
Add a row to the table below, and pick the template for your meeting.
This is an example of a meetings library. We’ve based this on how our customers used to write their notes before and tried to simplify it so you don’t have to hack for hours trying to figure out how to use the templates.