Otter Chat is awesome for creating quick follow up emails thanking clients for their time, reviewing what was discussed, and creating an agenda for a follow up a call. If I have a follow up call with a client I will go to my Otter Chat from my last call with that client and ask "What were the most important topics on this call" to get a quick and succinct list of everything I discussed with that client to prep for the follow up meeting.
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meeting summaries (8)Otter Chat (4)
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