The CallYou
You end the call already late for the next one.
Case Study 08 / 09
The Follow-Up Desk
This one runs on my own calls. The recording becomes notes, the notes become an action list, and the recap is drafted before I'm back at my desk. I read it once and send it. I used to end every call with six words on a sticky note and the next call in four minutes. The notes don't depend on my memory anymore, and neither do the promises. The session you book runs through this desk too. You leave with the recording.
05 Steps Before
02 Stay Yours
01The Workflow, BeforeEvery badge is you
The NotesYou
Your notes are six words and an arrow, and by evening you can't read either.
The ActionsYou
The action items live in your head, ranked by whatever you happen to remember.
The RecapYou
The recap gets written days later or not at all, and everyone's version of the call drifts.
The PromiseYou
Something you said you'd do surfaces two weeks later, in the client's follow-up instead of yours.
02The Same Workflow, Running on AgentsSame steps, new owners
The CallYou
You take the call. Nothing about that changes.
The NotesAgent
The recording becomes real notes: what was said, what was decided, what was promised.
The ActionsAgent
Every commitment becomes a line on a list, owner and deadline attached.
The RecapYou
The recap is drafted and waiting. You read it once, cut anything that sounds off, and send it.
The Hand-Off · The desk writes the recap. The send is still yours
The PromiseAgent
Every promise is tracked until it's done, so nothing comes back as a surprise. A note-taker app remembers one call. The desk carries a promise across every call until it's kept.
03The System MapYou sit outside the loop
Transcriber
Note Taker
Action Tracker
Recap Drafter
The Desk
One Read, Then Send
YouOutside the loop
04The ArtifactsWhat the desk produces
The Action List01 / 02
The Recap02 / 02
05What Stays Yours
-
You
The call. The desk works on the recording. The conversation was never its job.
-
You
The send. The recap goes out under your name, after your read, not before.
-
You
The promises. The desk remembers them. Keeping them is still on you.
06The Verdict FrameWhat a session would call this
In a session, this workflow gets one of three verdicts: automate it now, fix it manually first, or leave it alone.
Follow-ups earn "automate it now" the day your calls outnumber the gaps between them, because the desk runs on recordings and recordings don't get tired. If your calls aren't recorded yet, it's "fix it manually first": the recorder goes on, a few weeks of calls pile up, and the desk gets built on real material. And if you take two calls a week and your recaps already go out the same day, leave it alone. You are the desk, and you're fast enough.
Sixty minutes. The spec for this, written live.
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