Firms where the work sits in meetings, proposals and follow-up email.
Examples for consultancies, agencies and similar firms. Not a customer case.
Promises were made. The notes arrive late, or not at all.
It pulls the commitments from the notes you share and prepares the email and the task.
Where you say yes. You send, and you decide what is a commitment.
Less work that existed only in the meeting.
No quote that is not in the notes.
Open promisesAn account manager opens five threads just before the call.
It builds a short pack: last contact and open points.
Where you say yes. Nothing goes to the client from that brief.
Less time lost at the start of a meeting.
It invites nobody.
Meeting prepSomeone has to find companies that match, and otherwise writes a generic email.
It builds a shortlist with a reason and a text per name.
Where you say yes. The list and every send.
Fewer cold emails that miss the point.
No automatic sequence.
First contactOne paragraph is enough. Martijn reads it and says which agent is worth trying first.
