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Turn every client meeting into finished follow-up

Before each client meeting Viktor sends a short brief. After it, Viktor writes the summary, creates the tasks and drafts the follow-up email for your approval.

Viktor asks a few setup questions, shows you a first result, then keeps it running

Already use Viktor? Open in Viktor. Nothing sends until you press enter.

The prompt

For every client meeting on my calendar: 30 minutes before, send me a short brief with our last conversation, open items and anything new in email. After the meeting, read the [Zoom/Fathom/Fireflies/Granola/Plaud] notes, write a summary with decisions, action items and owners, create the tasks in [our project tool or practice system] and draft the follow-up email to the client for me to approve. Do not send anything to the client without my approval. Before the next meeting with the same people, tell me what is still open.

Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.

What Viktor does

  1. Before each client meeting: a short brief with the last conversation, open items and anything new in email

  2. After the meeting: reads the Zoom, Fathom, Fireflies, Granola or Plaud notes

  3. Writes a summary with decisions, action items and owners

  4. Creates the tasks in your project tool or practice system and drafts the client follow-up email for approval

  5. Before the next meeting with the same people, lists what is still open

How we count the outcome

We count the hours saved on meeting prep and notes plus follow-up. Only meetings where you used what Viktor prepared count. Each hour is valued at a consultant's full hourly cost (per month).

Example with typical numbers, not a customer result.

Estimate, default inputs: 40 client meetings a month x 30 minutes (10 prep, 20 write-up and tasks) = 20 hours; x 0.5 = 10 hours a month, about $699 at a consultant's loaded cost.

Proof

O8 built a meeting agenda builder and client reporting on Viktor and estimates $200K to $400K a year of team capacity.
Seth Viebrock, O8 (from an agency)
Read the case study →

Works with

Needs

  • Google Calendar or Outlook Calendar
  • a recorder: Zoom
  • Fathom
  • Fireflies
  • Granola or Plaud

Also uses

  • Gmail or Outlook
  • Asana
  • ClickUp or Monday.com
  • Clio
  • HubSpot

What it sets up

1 pre-meeting brief, 1 post-meeting follow-up, 1 open-items check

Your first result

A summary, task list and follow-up draft from your most recent recorded meeting, in the first conversation

Questions

Zoom, Fathom, Fireflies, Granola and Plaud, or notes you paste in. Viktor reads what the recorder saves; he does not join calls.

4.8 on G2G2 rating: 4.8 out of 5 stars

Pick one outcome and
hand it over today.

Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.

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