Capture the client reaction and any promises made
Immediately after delivery, captures the client's reaction, what worked or confused them, and any commitments made in the room — separating actionable promises from politeness.
In / outSession recollection + any notes taken → structured capture of reaction, commitments, and follow-ups
You might say…
“We said three things in the wrap-up and I need to know which ones were real commitments before anyone forgets.”
What it does
From the session and closing conversation, capture the client's overall reaction, what worked or confused them, and any commitments made in the room (follow-up materials, clarifications, minor corrections) — separating actionable promises from politeness. Used immediately after delivery to close the loop on obligations.
Trigger: Use immediately after the delivery session to close the loop on in-session obligations and reactions.
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