AI Meeting Summary System
Streamlined client follow-up work from 3+ hours down to 45 minutes
The Challenge
Amber from Advantdge was spending over 3 hours after each discovery call turning her notes and insights into detailed follow-up analyses for potential clients. Her thorough process was valuable, but limited the time she wanted to spend building relationships instead of on documentation.
Our Solution
We built an intelligent system that combines meeting transcripts with handwritten notes, automatically generating strategic summaries and personalized follow-ups based on client type and meeting stage.
Phase 1: Discovery & Solution Design
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- •Meeting documentation identified as highest-impact automation opportunity
- •Existing writing patterns could be captured in knowledge base
Phase 2: Build System
Notes & photos
Meeting stage
Strategy insights
Follow-ups
- •Automatic meeting summary with key insights & action items
- •Intelligent routing based on client status and meeting type
- •Customized outputs with strategic gap analysis and action items
Phase 3: Training & Optimization
Best practices
Refinements
Templates
Consistent output
The Results
- •Reduced meeting documentation from 3 hours to 45 minutes
- •Can now produce 2x more proposals and deliverables per week
- •With each new project being worth thousands, the ability to scale represents massive revenue potential
- •Entire team can generate professional documentation with consistent quality
- •Team now focuses on client relationships and prospecting instead of administrative work
"The Elevaite team helped me build a repeatable, scalable process that generates follow-up emails, notes, and presentation language all in my voice. I barely need to edit and can send it to my client within an hour or less. This system goes beyond just saving time - it truly allowed me to increase my company's value with a dedicated process my team can follow that adds tangible value in the eyes of investors."
— Amber Hus, Founder, Advantdge