Promises the client remembers.
Pondros catches what you said you would do on the call, and chases it until it is done.
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I'll send Harbor the revised scope Thursday.
I'll chase Kestrel for the missing assets.
We still don't know who signs off round two.
Meeting note
Harbor weekly
Scope changed on the call. Alex to send the revised scope by Thursday.
Sign-off owner for round two is still unnamed. Priya is chasing Kestrel for the missing assets.
Decisions · Tasks · Chit-chat trimmed
The follow-up list writes itself.
Everything you agreed to on the client call is on the board before you have opened your inbox.
Share the recap, not your workspace.
A read-only link for the meeting. The client sees what you sent them and nothing else.
Share recap · read-only
Anyone with the link can read it. No workspace access.
Never the one who dropped it.
The revised scope and the assets you are waiting on both get followed up, including in the weeks you have no time to.
One task, end to end
Said out loud
On Tuesday's Harbor call.
Owned and dated
Alex owns it, due Thursday.
Chased in Slack
A quiet nudge before the date, not a post-mortem after it.
Closed on evidence
The scope went up in #clients on Thursday.
Clients do not remember the meeting. They remember the promise.
Questions
Can the client see our internal board?
No. They see only what you deliberately share, and a shared recap is read-only and does not give access to your workspace.
Does a bot join the client call?
Never. Pondros transcribes from your computer's own audio, so nothing appears in the meeting on either side.
Can we keep clients separated?
Yes. Each client gets its own workspace, so people, boards and context never cross between accounts.
Keep every client promise.
Free to start. Your next call is the demo.
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