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Wow your clients

Remember every client detail long after the meeting ends

They stopped fumbling client requests and now remember names, preferences and even the jokes.

About 10 minutes per meeting A few steps

A picture made with AI to show the idea.

Your prompt

Fill in your details. Skip any you like.

ChatGPT and Claude open with your prompt already typed in. Gemini Notebook can't be filled in from a link, so its button copies your prompt: paste it into the new chat.

The prompt that gets copied

Here's the transcript of my [MEETING LENGTH, e.g. 3-hour] meeting with [CLIENT INITIALS], [TYPE OF CLIENT, e.g. a family business owner]. I want to remember everything that matters about this person and keep a personal touch.

Create a client memory brief with these sections:
1. Who they are: role, situation, family or team members mentioned, and anything personal they shared (hobbies, upcoming events, worries, wins).
2. What they asked for, word for word where possible, and what I promised, with dates.
3. Their goals, preferences, pet peeves, and the words they use to describe their problems.
4. Decisions made and open questions.
5. Small moments worth remembering (a joke, a story, a name) that I could naturally bring up next time.
6. My follow-up list with deadlines.
7. Five questions to open our next meeting.
Keep it scannable. Then write a two-minute spoken recap I can listen to before we meet again.

Paste a long client meeting transcript. You get a memory brief with personal details, promises and follow-ups, plus a short recap you can listen to before you meet again.

Step by step

  1. Record the meeting with a note taker your client has agreed to.
  2. Paste the transcript into the prompt below.
  3. Drop the brief into Gemini Notebook and make an audio overview to play before your next session.

What you'll get

A scannable client memory brief, a follow-up list, opening questions for next time and a short audio-ready recap.

Get the client's OK before you record. Use initials, and check your firm's rules on client data.

Made for
Coaches, Consultants, Small business owners
Works in
ChatGPT, Gemini Notebook, Claude

Frequently Asked Questions.

Which AI tools does this work in?

It works in ChatGPT, Gemini Notebook and Claude. On this page, ChatGPT and Claude open with your prompt already typed in. Get the client's OK before you record. Use initials, and check your firm's rules on client data.

How long does it take?

About 10 minutes per meeting. It's rated "A few steps". There are 3 steps, listed above.

What do I need before I start?

Just your details for 3 blanks: meeting length, client initials and type of client. You can skip any, and your AI will ask for them.

What will I get back?

A scannable client memory brief, a follow-up list, opening questions for next time and a short audio-ready recap.

Find more like this in For client work, For small business, For coaches and For consultants.

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