After every session
Every session ends with two summaries. One for your client. One for you.
Your client gets a plain-English recap. You get a scored report: rating, follow-up, urgency and a lead score.
Your report, beside your client's
Example, fictional clientFrom ai@apexreplicant.com, to youYour Digital Protégé session completed: Jordan Avery
Session rating8/10
Follow-up required Yes
UrgencyMedium
Lead scoreB
- 1Session overview
- 2Client satisfaction with quoted evidence
- 3Protégé performance went well, to improve, commitments made
- 4Key topics
- 5Action items and follow-up opportunities
- 6Strategic recommendations for you
You read the summary, not the transcript. The lead arrives already scored.
What your client gets
Session summaryA plain-English recap, skimmable in under a minute.
Insights and action itemsDecisions, open questions and next steps, listed separately.
Recording and transcriptFull audio plus a searchable transcript, in the client portal.
And every week
- Weekly digest, Mondays, to the protégé's owner