Broken workflow practices are wasting your time and impacting your bottom line

Does this look familiar?

From meeting prep to post-meeting documentation

• Meeting Prep
  Team members trawl through emails, Word docs, PDFs and Excel files to find past review notes. Or - a worst-case scenario - you have to rely on your memory!
  Time Wasted:10 minutes
   
• Agendas
  You know you should send out personalized agendas but there’s no easy way to collaborate. That’s why agendas often languish in a team member’s draft email folder. Or you resort to generic agendas - not a good look to clients.
  Time Wasted: 10 minutes
   
• Meeting
  Taking notes on a yellow pad or into Evernote means crucial information often doesn’t make it into your CRM.
  Time Wasted:10 minutes
   
• Post-Meeting
  Hand-offs are difficult - especially if you have a remote team. Clients may not receive their follow up for days - that’s if they even get them at all!
  Time Wasted: 20 to 30 minutes

It’s time to re-imagine the entire process

Things could look like this:

• Meeting Prep
  No more having to comb through endless docs and emails. You can search instantly within all your client meeting notes and find that needle in a haystack - in seconds.
  Time Saved: 90% +
   
• Agendas
  Centralized agenda drafting means your entire team can add topics for discussion. No crucial information gets lost in the process and clients get personalized agendas in a couple of clicks.
  Time Saved:70% to 80%
   
• Meeting
  The built-in digital notepad links directly to your client and appointment. At last, all your meeting notes accessible via just one app.
  Time Saved:90% +
   
• Post-Meeting
  Instant hand-offs are the new normal. When you press “delegate” on your digital notepad your team is instantly notified. Using built-in capability, you can generate follow-ups in minutes.
  Time Saved:85% +