A system you install in ten minutes
After every client session, from whatever you already have. Even if all you have is your memory of it.
Free · Ten minutes to install
No sequence you cannot leave. Unsubscribe whenever you like.
It all lands in one running file per client, newest session at the top.
A transcript, a notetaker summary, your own scrappy notes. If you have none of those, it interviews you about the session for three minutes instead. There is no version of this that comes back empty.
If something was not said, it says so. No date given stays no date given. A record you have to fact-check is worse than no record.
The running file is what makes "what changed" and "what they said without noticing" mean anything. The fourth one is worth more than the first three put together.
An example, not a real client
Plus the follow-up message, drafted and waiting for you to edit.
The AI tool you already pay for. That is the whole list. You paste in what you have and copy the follow-up into your own email.
Connect Zoom or Google Meet so it fetches the transcript itself, and connect your email so the follow-up saves straight into your drafts. The guide walks you through both. Skip it and you still get all seven things.
It does not join your calls, it does not record anything, and it never sends an email. The follow-up is always a draft you read first.
Most of that is answering eight questions about how you actually work, so what it builds is about your sessions and your clients in your words. Then you run it after every session for as long as it keeps earning its place.
Send me Session Capture