Distil the call into signals and next touch
Extracts signal from raw check-in call notes — how outcomes are holding, what changed, any hint of emerging need — and proposes the next touch and timing.
In / outRaw call notes → structured signal summary + proposed next-touch with timing
You might say…
“We had a good conversation but if I don't capture it now, the nuance will be gone in a day.”
What it does
Takes raw notes from a check-in call and extracts the signal — how outcomes are holding, what changed in the client's situation, any early hint of an emerging need — and proposes the agreed next touch and its timing without pivoting into scoping. Used immediately after the call to convert a conversation into tracked relationship intelligence.
Trigger: Use immediately after a relationship check-in call to convert conversation into tracked intelligence.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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