Every client call, noted and acted on.
She joins Google Meet, Zoom and Microsoft Teams. Follow-ups wait for your yes.
An illustrated Brightside Slack workspace plays example conversations between the team and Patricia, one channel at a time. Pick a channel to read it at your own pace.
The Northwind monthly review just ended. Recap below.
Northwind monthly review
TLDR
Organic traffic up 18 percent since the template fix. Elena wants the Q4 roadmap a week early. Retainer unchanged.
3 decisions saved to Northwind's memory
4 action items pushed to Notion, owners assigned
Sounds familiar?
Great call. Then silence.
The notes sit in one notebook, and the client waits.
Every client, every week
Recurring client work, on a schedule.
Onboard her once. She runs the standing jobs for every client.
The weekly client report, ready on Monday
From Google Ads, Meta, GA4 and Search Console, in your agency's tone.
One brain for every client
Briefs, calls and decisions per account, so nobody re-explains a client.
Remembers
Northwind: report every Monday, Elena reads the summary only, no stock photos, Q4 is the backlink push.
Recaps that become tasks
She joins the client call. Action items land on the board with owners.
After the call, 11:33 AM
Northwind monthly review: recap in the channel, 3 decisions saved, 4 tasks in Notion with owners, follow-up drafted.
She asks before a draft reaches a client
Every draft waits for your team's yes. By default, so does every change and spend.
Send the Northwind weekly report to the client?
Reply to Elena about the Q4 calendar?
Send October invoices?
Spend and CPL alerts
Silent until something is wrong. Then the flag and a proposed fix.
Unprompted, 8:12 AM
Fernbrook's CPL is up 28 percent since Tuesday and frequency sits at 4.2. Fix proposed, client note drafted. Want them?
Works on a schedule
Set the rhythm once. She keeps it.
Mon
Tue
Wed
Thu
Fri
Month-end: invoices drafted, sent after your yes
The client call
The call ends. She is already on it.
Recap, decisions and tasks, minutes after the call.
An illustration plays the notetaker loop: Patricia records a client call, posts the recap with a TLDR in the internal client channel, saves the decisions to that account's memory, puts the action items in Notion with owners, and offers the account manager a first draft of a task she can do herself.
Notes that write themselves
Recorded, transcribed and recapped in minutes.
Memory that grows every call
Each decision updates what she knows about the account.
Follow-ups that happen
Tasks land with owners. By default, the recap email goes to everyone on the invite.
Meeting Prep
Walk into every call prepared.
Turn it on once. Then a brief before every call with outside people.
Your prep for the Northwind monthly review at 10:45:
- Who: Elena, their CMO. She reads the summary, not the appendix
- Last time: you agreed the backlink push for Q4
- Bring up: organic traffic, up 18 percent since the template fix
Open the full meeting prep
Setup
Set up in 20 minutes.
Together, on the call. No engineering, no onboarding fee.
Add her to a channel
Like any teammate, in Slack or Teams. No new app to learn.
Today at 9:00 AM
Connect your client accounts
Once, for the whole agency, with access scoped per person. No shared logins.
Point her at the first client
Name the account and its standing jobs. She starts the same day.
@Pati take over Northwind's weekly report and the daily account check.
On it. First report Monday morning, in your agency's tone, for your sign-off.
Proof
Proven on our own company first.
BetterPic, an AI photography company, runs on Patricia.
$20k
2
2h
“Patricia runs the campaigns, updates the website, sends the monthly reports, and pings me when something looks off. We did not hire for any of it.”
Thibaut HennauPricing
One price. Every seat included.
What a month of client work costs.
40 replies and briefs, 12 client updates, 5 weekly reports and a campaign plan in one example month
- 20,000 credits included every month
- Every seat included, never per-seat
- Metered to real work, spend cap on by default
- Credits never expire and roll over
- Smart Meeting Notetaker, save $20 per employee per month
What a task costs, on average
A client reply or brief
~$0.13
~56 credits
A client update or LinkedIn post
~$0.34
~150 credits
A weekly client report
~$0.68
~300 credits
A full campaign plan
~$2.66
~1,183 credits
FAQ
Questions, answered.
Can the recap email skip the client?
Yes. Narrow it to your team or switch it off.
Can we keep her out of a meeting?
Yes. Turn auto-join off, or tell her “stop joining my meetings”. Kept out twice, she skips that series.
We use Fireflies. Do we switch?
No. Connect Fireflies and its calls get the same recap, memory and tasks.
What does recording cost?
Credits at cost, no recording limits. Plans start at $45 a month, every seat included.
Bring her to your next call.
She joins from your calendar. Your client installs nothing.