Meetings

The meeting is not done when the call ends

A client call produces value only if it produces work. In most agencies it produces a transcript nobody opens and a vague memory that someone owes someone a landing page.

Agendas that repeat

Meetings run from templates. A Strategy Session, for example, moves through Performance Review, Challenges, Goals, Action Items and Questions — the same way, every time, for every client, no matter who on your team is running it. Consistency is the difference between a client call and a client relationship.

The transcript lives with the client

Paste or attach the transcript your recorder produced — and tag where it came from, a Google Meet doc for example — and it is stored against the meeting, attached to the client, not sitting in the inbox of whoever happened to record the call. Six months later, the person who takes over the account can read it. (You bring the transcript; Power CRM does not integrate with Google Docs to fetch it.)

Meetings become assigned work

Send the agenda, the notes and the transcript to the model and Power CRM returns structured action items: the item text, who it is assigned to, and its priority. Each one is editable, so a wrong assignee is a click, not a rewrite.

That is the entire point. The meeting ends, and the work already exists, attached to the client, with a name on it.