Client Session Summaries & Follow-Up Sequences
Automatically summarise client sessions and send personalised follow-up sequences. AI that handles your coaching and consulting admin in minutes.
How much time do you spend after a client meeting writing up what just happened?
What is the problem?
For coaches, consultants, advisors, and anyone who meets regularly with clients - the meeting itself is the easy part. It's the hour or two afterwards, writing up notes, drafting the follow-up email, preparing the accountability questions for next time, that quietly drains your week. Multiply that across a full client roster and it's not just tedious - it's unsustainable.
How does AI solve this?
We set up a structured AI workflow around your client meetings. Upload the transcript or your rough notes and the AI generates a clean session summary, a personalised follow-up email in your voice, a two-week check-in message, and a set of specific accountability questions for the next session. Everything your client needs to stay engaged - ready in minutes, not hours.
How does this work in practice?
Record and transcribe
Use any recording tool you already have. AI works from the transcript or even rough notes - no special setup required.
Generate the full follow-up package
Session summary, follow-up email, mid-point check-in, and next-session questions - all drafted in your communication style, ready to review.
Apply a strategic lens
Optionally review the session through specific frameworks or business principles you use. Surface angles worth raising next time that might otherwise slip through the cracks.
Review, personalise, and send
Read through, add any personal touches, and you're done. Your client receives thoughtful follow-up that sounds exactly like you - because it is.
What are the benefits for your team?
Save 1–2 hours per client per week
Time back in your day to serve more clients, take on more work, or simply switch off when the session ends.
Never drop the ball between sessions
Automated check-ins keep clients engaged and accountable without you having to remember to send them.
Deliver a consistent client experience
Same quality follow-up regardless of how full your day was. Every client feels looked after.
Scale without hiring
Handle a larger client roster without proportionally more admin. Grow your practice, not your to-do list.
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