Before you can improve, you need a clear picture of how things work today. In this session we map out your intake process step by step — from the first client conversation to the final internal briefing. Together, we identify where time is lost, where details slip through, and what’s ready to be automated with AI. You’ll walk away with a simple visual overview of your workflow. This clarity becomes the foundation for every improvement we make next.

Reliable transcription is the backbone of faster briefings. We help you choose and set up the right tool, install it on your devices, and show you how to use it in practice. You'll see how how to capture conversations automatically, without worrying about missed details. Together, we configure your tool so it delivers clean, searchable transcripts every time.

This is where the transcripts come to life. We take your real intake notes and co-create prompts that transform them into sharp, professional briefings. Instead of generic text, the output mirrors your tone, your structure, and your way of working. We fine-tune the wording until the briefings feel natural and client-ready. You’ll leave with a personalised prompt that consistently delivers high-quality results.

Now it’s time to stress-test the system. We run a real intake through your transcription tool and briefing prompts to see how it performs end-to-end. Does the transcript capture everything you need? Does the output look like something you’d hand to your team or your client? Together, we troubleshoot and refine until the process runs smoothly. By the end, you’ll have proof that the flow actually works in practice.

Tools only stick if they’re easy to use tomorrow. That’s why we create a simple how-to guide for your team, summarising the steps and prompts you’ve built today. We show you how to keep everything running, what to do if something breaks, and how to adapt prompts over time. You’ll leave with clear instructions in your pocket.