Client intelligence,
before every meeting.
before every meeting.
Transcription
Kanban
Client dashboard
AI
The problem
Calls, emails, tasks…
all over the place.
all over the place.
VIDEO CALL
"I'll send the brief on Monday"
EMAIL · 47 UNREAD
RE: RE: Q4 budget
POST-IT
Who was calling Marta?
SPREADSHEET
tasks_v3_FINAL(2).xlsx
And clients leave
without warning.
without warning.
30 minutes before
Walk into every meeting
fully up to speed.
fully up to speed.
CALIBANA · NOW
Your meeting with Aurora Clinic starts in 30 min
PRE-MEETING BRIEFING
Aurora Clinic
Monthly check-in · last meeting 14 days ago
0/10SENTIMENTPositive
0/10COMMITMENTMedium
0/10CLARITYHigh
✓ DONE SINCE THEN
New rhinoplasty landing page
September campaign report
⚠ STILL PENDING
Send video proposal overdue
New team photos client
Review lead tracking Friday
For today: they loved the landing page, but they're still waiting on the video proposal. Bring it up before they do.
During the meeting
You talk.
Calibana takes notes.
Calibana takes notes.
Live transcription · Google Meet
Laura · Aurora Clinic [04:12]
Sergio [04:31]
Laura · Aurora Clinic [05:02]
AI NAVIGATION INDEX
04:12Goal: win eyelid surgery patients before December
05:02Updated prices pending from the client
COMMITMENTS
Afterwards
Every commitment,
turned into a task.
turned into a task.
From Gmail and your meetings,
linked back to the source.
linked back to the source.
Meeting · Meet
"I'll have a campaign ready by Thursday."
Email · Gmail
"Can you send us the October leads report?"
TO DO
Eyelid surgery campaign
↗ MeetThu
October leads report
↗ EmailFri
DOING
Rhinoplasty landing v2
✓ 3/4⏱ 2h 15m
CLIENT TASKS
What you're waiting on. Doesn't count as your work.
Updated prices
Laura · client
One click on Meet or Email takes you back to the exact conversation the task came from.
Attention signal
Spot the client cooling off
before you do.
before you do.
Alert: Lezama Law Group is at risk of churning. Call them this week.
Lezama Law Group
Based on 6 meetings
81
AT RISK
out of 100 · was 81 three weeks ago
Main reason: meeting sentiment has been negative.
"another agency"
"we're not seeing results"
"delay"
AI combines sentiment, contact frequency and task follow-through. If a client is being neglected, you get alerted.
Less remembering.
More clients who stay.
More clients who stay.
Briefings · Transcription · Kanban
Churn alerts — all powered by AI.
Churn alerts — all powered by AI.
calibana.com