Clearword is excited to announce the launch of our new AI templates for digital agency meetings. These templates are designed to help agencies extract the most relevant information from their client meetings, so they can improve their bottom line and deliver better results.
The templates are tailored to the different stages of the customer lifecycle, from initial calls to launch and deliverables. They include features such as:
- Automatic extraction of key insights: The templates use AI to identify the most important information from client meetings, such as the client's goals, pain points, and budget.
- Export to your workflow of choice: Agencies can export the extracted insights directly into their preferred workflow tool, such as a project management system or CRM. This saves time and ensures that everyone is on the same page.
- Improved client relationships: By extracting the most relevant information from client meetings, agencies can better understand their clients' needs and deliver more tailored solutions. This leads to improved client relationships and repeat business.
We believe that AI templates can help digital agencies improve their bottom line by making their meetings more productive and efficient. We are excited to see how agencies use these templates to improve their client relationships and deliver better results.
How to select an AI template for digital agency calls
The first thing you'll notice is every Clearword meeting page, has a "template" selection. By default Clearword uses the General template, but you can easily select the template you want. Head over to the template selector, and pick the type of template you want. For instance, in the demo below, you can see how to select the Initial Call template:
Initial calls: Deepening client connections from day one
Digital agencies understand the importance of making a lasting first impression. Initial calls are often riddled with the challenge of navigating through extensive notes and ensuring that the client's voice is genuinely understood. Clearword's AI-driven approach ensures that these calls go beyond mere introductions. With Clearword:
- Immediate clarity is achieved, eliminating the tedious process of sifting through notes.
- Clear goals are set, ensuring focused and intentional conversations.
- A systematic roadmap is provided for every meeting, emphasizing meticulous attention to detail.
- Client insights are seamlessly transformed into actionable tasks.
- More about initial call AI templates
Discovery calls: Navigate the maze of client insights
The foundation of any project, discovery calls, can be a minefield of missed details and misaligned visions. Clearword addresses these pain points by capturing every essential insight. With Clearword:
- The Overview Summary feature ensures no detail is overlooked.
- Automated Background Information and Objectives extraction guarantees mutual understanding.
- The risk of scope creep and overlooked details is minimized by identifying the project's scope, key decisions, and risks.
- Post-meeting confusion is eradicated by turning discussions into decisive actions.
- More about discovery call AI templates
Proposals and Agreements: Crafting precision-driven proposals
Turning rich client conversations into actionable plans is a challenge every digital agency faces. Clearword simplifies this process, ensuring every proposal resonates with the client's vision. With Clearword:
- Every proposal and agreement is genuinely understood and valued.
- Rich conversations are seamlessly turned into actionable blueprints.
- Every commitment made is tracked, from individual tasks to team deadlines.
- Potential obstacles are anticipated, ensuring meticulous documentation and preparation.
- More about proposal and agreement calls AI templates
Planning and Strategy Calls: Chart a clear path forward
Planning and strategy calls are more than discussions; they're about creating a roadmap. Clearword ensures that these calls are focused, addressing the challenge of aligning with the client's vision. With Clearword:
- The essence of discussions is captured, offering a comprehensive view of the meeting.
- The team remains consistently aligned with the client's aspirations.
- All tasks, milestones, and deadlines are identified, refining the strategy at every turn.
- A commitment to transparency and collaboration is emphasized, ensuring alignment at every step.
- More on planning and strategy calls AI templates
Design & Engineering Update Calls: Transparency in the creative process
Digital agencies often grapple with the challenge of keeping clients updated without overwhelming them. Clearword ensures that these calls are transparent and organized. With Clearword:
- Clients are offered insights into strategy and decision-making.
- Key discussions, decisions, and action items are concisely recorded.
- Every piece of feedback and decision is organized in a cohesive platform.
- The agency's commitment to clarity and professionalism is showcased.
- More about design, engineering, testing and general update call AI templates
Launch and Deliverables Calls: Ensuring clarity in delivery
The culmination of a project, launch, and deliverables calls, can be a whirlwind of details and last-minute changes. Clearword ensures clarity and collaboration during these critical moments. With Clearword:
- All deliverables, decisions, and action points are clearly outlined.
- Client relationships are strengthened through consistent transparency.
- Efficiency is enhanced by automating the capture and sharing of meeting insights.
- Teams can focus on what they do best: delivering exceptional products.
- More on launch and deliverable call AI templates
As with any AI technology, nothing can replace the years of wisdom, experience and deep personal knowledge held by the teams behind amazing digital agencies. The goal of Clearword is to free those teams of post-meeting admin tasks, and allow them to rapidly put that expertise to work.