// From client work
What changed inside their businesses.
Meetings, research and follow-ups: processes that changed inside each business, described by the people who run them.
An executive coaching practice · The coach’s follow-up after sessions
Recaps and follow-ups after full-day sessions arrive drafted in the coach’s voice, ready to review.
“I hate sending follow-up emails.”
Session notesRecap and follow-up draftsWhitney reviews
A managing partner’s firm · The partner’s meeting prep, memos and models
Meetings, presentations, investment memos and financial models are prepared behind the scenes.
“It feels like you suddenly have an admin, an analyst, and a small team working behind the scenes.”
Research and contextAnalysis and draft workAman decides
Nathan Parkhouse Advisory · The founder’s call preparation
Preparing properly for a call: about 45 minutes down to about 5.
“It remembers. Twenty-five years of relationships, and it holds the ledger: who introduced whom, what I promised, what they said in their own words.”
Files, calendar and emailPre-call briefNathan reads
Bloom Benefits · An advisor’s client follow-up
His calls and training sessions now update Salesforce, compare carrier PDFs and draft follow-ups.
“I built an interactive dashboard with my company’s branding in two minutes. Commission structures, stages, all of it. Then I built an accounting folder that basically works like a bookkeeper.”
Calls and trainingUpdates and draftsKevin reviews
G2 Virtual · The owner’s client work, prepared in parallel
Two or three clients’ work gets prepped at once, ready for the owner to take it from there.
“I can load it with two or three clients’ work while I’m on someone else’s. It’s already prepping the work, and I jump in and take it from there. I almost have my own support system instead of needing someone else to support me.”
Client files and schedulesWork prepped in parallelJen takes it from there
A real estate practice · A realtor’s client newsletter and strata review
A client newsletter with market statistics, in about 20 minutes.
“I’ve always wanted to send newsletters with market statistics to my clients and I’ve never been able to tackle it.”
Articles and market statsNewsletter draftNatalie reviews
Includes early free users, coaching and paid setup. Figures are each client's own estimate.
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