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This sample shows what a client receives after a meeting: a clean summary, the decisions made, discussion points and open questions, and every action item assigned to an owner with a deadline. Blockers are flagged so work does not stall, and a ready-to-send follow-up email is included. It demonstrates my meeting-notes process from recording to delivered document.
The network for creativity
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Connect with clients, get discovered, and run your business 100% commission-free
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One part of the OTPST Kajabi build was bringing six Wistia video testimonials into the sales page.
These are members talking about the client's training program. Their role on the page is to help visitors understand the experience through people who have used it.
My design task was to integrate that proof into the page, alongside the offer, program details, and trial CTAs.
When I review a Kajabi course or membership landing page, I ask what question each testimonial helps answer: who the program suits, what the experience feels like, or what the coach is like to work with.
Useful proof gives the visitor context. A wall of praise can still leave their main question unanswered.
Which question do prospective members ask you most often?
Excellent work! It's always inspiring to see different creative perspectives and approaches.
Every follow-up I track starts with one habit: write the next step before the call ends.
A realtor I support juggles listings, showings, and buyers at the same time. If the next step lives only in someone's head, it slips. So after every call I note three things: who needs what, by when, and who is waiting on it.
That one note is what turns a busy week into a calm one. Nothing gets chased twice, nothing gets forgotten, and the realtor walks into each day knowing exactly what is due.
Small habit. Big difference. What is the one note you never skip after a client call?
Revisión y Corrección de Traducción
Reviso y corrijo traducciones de inglés a español para que suenen naturales en español latino. Corrijo gramática, ortografía y fluidez.
Perfecto para videos, documentos y guiones.
