Use case: Client services
| Note-taking | Using Sapeum for note-taking results in shorter prep and review, and consistency and best practices, for:
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| Analysis | Using Sapeum for quick analysis pulls out insights like:
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Example
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
3. Summarize each #win reaction or #idea or #pain from customers
4. Auto-detect key topics, and additionally filter down to #win for instance
