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Use Case

Automated Client Consultation Notes for Consultants

Consultants spend countless hours manually documenting client meetings, often missing critical insights or action items that drive results. Fonnos automatically captures, transcribes, and summarizes your consultations—extracting key recommendations, client concerns, and next steps so you can focus on delivering value, not taking notes.

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Key Features

Essential Features for Consultants

Discover tools designed to streamline consulting workflows and improve client engagement.

Featured

Query Client Consultation Insights

Ask questions about past consultations to quickly retrieve client concerns, recommendations, or project details.

What were the main challenges discussed with the client?

The client's primary challenges were employee resistance to new systems and integration complexities in their digital transformation.

What implementation approach was recommended?

A phased rollout starting with a pilot program in the marketing team, supported by comprehensive change management and a steering committee.

What are the next steps from this consultation?

Next steps include preparing an implementation roadmap, scheduling stakeholder alignment sessions, and developing a change management framework.

Did the client have any budget concerns?

Yes, the client mentioned timeline and budget constraints, which led to discussing a revised project scope to work within their parameters.

Feature

Strategic Consultation Summaries

Get comprehensive summaries that capture client challenges, proposed solutions, and strategic recommendations.

Summary

In today's strategic consultation, the client revealed significant challenges with their current digital transformation initiative, specifically around employee adoption and system integration complexities. We discussed a phased implementation approach focusing on change management and user training protocols. Key recommendations include establishing a cross-functional steering committee, implementing a pilot program with the marketing team, and developing comprehensive training materials. The client expressed concerns about timeline and budget constraints, which we addressed through a revised project scope. Next steps involve preparing a detailed implementation roadmap and scheduling stakeholder alignment sessions.

Feature

Track Client Recommendations Automatically

Never lose track of proposed solutions, client commitments, and implementation steps.

Action Items

3 tasks to complete
  • Prepare Implementation RoadmapDue: May 12, 2025

    Develop detailed timeline and milestones for phased digital transformation approach.

  • Schedule Stakeholder Alignment SessionsDue: May 10, 2025

    Coordinate meetings with key stakeholders to review project scope and expectations.

  • Draft Change Management Framework

    Create structured approach for employee adoption and training protocols.

  • Identify Pilot Program ParticipantsDue: May 08, 2025

    Select marketing team members for initial system rollout and feedback collection.

Feature

Detailed Consultation Transcripts

Review complete conversations with timestamps to capture nuanced client feedback and strategic discussions.

Transcription

00:00:05

Thanks for meeting today. Let's discuss the challenges you're facing with the digital transformation.

00:00:11

The main issue is employee resistance. Our teams are struggling to adopt the new systems effectively.

00:00:17

That's common. Have you considered a phased rollout with comprehensive change management?

00:00:23

We haven't implemented formal change management yet. What would that look like?

00:00:28

I'd recommend starting with a pilot program in one department—perhaps marketing—to test adoption strategies.

00:00:34

That makes sense. We're also concerned about timeline and budget constraints.

00:00:39

We can address those by scaling back the initial scope and focusing on high-impact areas first.

00:00:45

Let's discuss a revised scope that works within your parameters while delivering maximum impact.

00:00:50

I'll prepare a detailed roadmap for our next meeting to outline the phased approach.

00:00:55

Perfect. I'll also coordinate with stakeholders to ensure alignment on our revised strategy.

00:01:00

Great. This phased approach should address both adoption and integration challenges.

00:01:05

I'm confident this will help us achieve better results with less resistance.

00:01:09

Agreed. Let's schedule our next check-in to review the implementation roadmap.

00:01:14

Looking forward to it. Thanks for the strategic guidance today.

00:01:18

My pleasure. I'll send over the preliminary framework by end of week.

00:01:23

That timeline works perfectly. Talk soon.

00:01:26

Thanks again for your time. We'll make significant progress with this approach.

00:01:31

I appreciate your expertise. This gives us a clear path forward.

00:01:35

Excellent. I'll follow up with the detailed recommendations soon.

Why Choose Fonnos

Consulting Benefits

Enhance client relationships and project outcomes with precise, automated consultation documentation.

Capture Every Client Insight Automatically

Track Recommendations and Implementation Steps

Improve Client Follow-Up Efficiency

Build Comprehensive Project Documentation

Focus on Strategic Thinking Over Note-Taking

Privacy First

Fonnos is Different

Unlike other tools that join your meetings as intrusive bots, Fonnos works discreetly by recording only your screen. No interruptions, no privacy concerns, no awkward "bot joined the meeting" moments.

✓

No Intrusive Bots

Fonnos never joins your meetings as a bot. Your conversations remain private and natural.

⚡

Screen Recording Only

We only record what's on your screen, ensuring maximum privacy for all participants.

🔒

Seamless Integration

Works with any video conferencing platform without requiring special permissions or installations.

Other Meeting Tools

❌"Bot joined the meeting"
❌Requires permissions & setup
❌Privacy concerns

fonnos

✅Completely invisible to others
✅Works with any platform
✅100% private & secure

Experience the difference of truly discreet meeting recording

Simple Process

How It Works

Get started in minutes and transform how your team collaborates

1

Record Client Consultations Seamlessly

Capture meetings on Zoom, Google Meet, Teams, or any platform by simply sharing your screen—no setup required.

2

Receive Instant Transcripts and Summaries

Get detailed transcripts and structured summaries highlighting key discussion points and client concerns.

3

Automatically Extract Action Items

Identify recommendations, next steps, and follow-up tasks without manual documentation.

Perfect For You

Built for Consulting Professionals

Perfect for management consultants, business advisors, strategy consultants, and independent consulting professionals.

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Join consulting professionals who use Fonnos to deliver better insights and stronger client relationships.

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