Use case: Client services


Using Sapeum 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


Using Sapeum 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


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



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

Tag Description
Highlight Important takeaway that belongs in 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