Link Search Menu Expand Document

Use case: Client services

Note-taking

Using Sapium for note-taking results in shorter prep and review, and consistency and best practices, for:

  • client check-ins
  • client updates
  • board presentations
  • internal partner/stakeholder meetings

Analysis

Using Sapium for quick analysis pulls out insights like:

  • followups for client/partner asks, by assignee
  • top client pains and needs
  • examples of client wins and quotes across all projects

Example

1. Highlight and tag notes during (or after) a client meeting

Highlighting

Tagging

Spend 30min training the team to use only these 4 tags (for instance):

Tag Description
Highlight One of the most important things that was heard, perhaps worthy of the Executive Summary
#followup An item for the team member to follow up on
#pain A client pain or need
#win A win experienced by the client
#idea A service idea that the client mentions

 

2. Create and share a quick summary of a single client meeting

Executive summary

 

3. Summarize each #win reaction or #idea or #pain from customers

Digests by key tags

 

4. Auto-detect key topics, and additionally filter down to #win for instance

Positive feedback by month

Digest graph