Use case: Consultants

Same day recaps without the evening admin

Clients judge a session by the follow up. Inbeo turns each call into a recap email, action items for both sides, and reminders before the next session, while the conversation is still fresh for everyone.

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Problem

The admin tax on every session

  • An hour of session means an hour of notes and recap writing
  • Client homework gets forgotten between sessions
  • Your own commitments slip when the week gets busy
  • Past session details scattered across notebooks and docs
Solution

How Inbeo handles the after session work

  • Recap email drafted from the actual conversation
  • Action items split: what they owe, what you owe
  • Reminders before due dates and before the next session
  • Full session history per client, searchable anytime

A coaching session with Inbeo

  1. Record the session with permission and upload after the call.
  2. Review the summary: goals discussed, homework set, next session agreed.
  3. Approve the recap email so your client gets it the same day.
  4. Inbeo reminds you Friday to check if the homework arrived.

Explore all capabilities on the features page or compare pricing plans.