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Spot the shift
Brief for today’s call
The plan you and your client agree on a call rarely holds until the next one: questions arrive by email, deliverables slip and small requests add time and cost. When your assistant sets everything since your last agreed plan against that plan and your signed proposal, it can show you on one page what changed, what each side owes and what each option for the decision would take. You stop digging through threads before each call and spend the call settling the decision with your client.