Client memory
Three weeks since you last spoke. Back up to speed in 30 seconds.
An AI assistant remembers your client conversations and knows your own method, from the exercises to the worksheets your team uses. Before every session, you get a summary you can read in 30 seconds.
For coaches and consultants
See how it works
The problem
Now, where were we?
It’s 8.52 on Monday morning. At 9, coach Saskia has a session with Bas, who runs a plumbing and heating firm. They last spoke three weeks ago.
Saskia flicks through her notebook, searches her email and opens an old write-up. What had Bas promised to do? And what was keeping him up at night?
Saskia, 8 minutes before the session
- Notebook: Bas: planner?? margin... Deventer??
- Email: Re: session. ‘As discussed, I’ll send you...’?
- Write-up: Session 4, draft. Never finished.
- Recording: Session 5, 52 minutes. Listen back? No time.
Morning, Bas! Er... now, where were we?
At 9 she opens with: ‘Now, where were we?’ The first 15 minutes go on working out where they left off. Bas pays for an hour and gets 45 minutes.
How it works
How the assistant remembers it all
From one conversation to the next, in five steps.
Step 1
You record the session, with your client’s permission
Online, or with your phone on the table. The assistant turns the conversation into text and keeps it with Bas’s other sessions, along with your notes.
- I really want someone to take the planning off my hands.
- What’s stopping you?
- Honestly? I’d still rather do it myself.
- And the margin on the Deventer job is slipping away. It’s keeping me up at night.
- Will you write the job advert before next time?
- Will do. And I’ll talk to Linda about her role.
Saskia’s note Sounded tired. Start gently next time.
Step 2
The assistant picks out what matters
The assistant highlights actions, worries and doubts. You don’t need to read the conversation back.
- Doubt: Wants a planner, but would rather do everything himself
- Worry: Margin on the Deventer job
- Action: Job advert for a planner
- Action: Talk to Linda about her role
Step 3
It compares it with every earlier conversation
So the assistant sees what keeps coming back, what has changed and which action has been gathering dust for months.
- Doubts about letting go
- Hiring a planner
- Deventer project
What stands out: the doubt about letting go is back for the third time. The planner has been on his list since session 3. And in session 4, Bas was still proud of Deventer.
Step 4
It finds what fits right now in your own method
When we set it up, TwoFeetUp adds your exercises, worksheets and questionnaires. The assistant picks what suits the stage your client is at.
- Exercise: The ideal working week
- Exercise: What can I let go of? (Best fit)
- Questionnaire: Energy: what fuels you, what drains you?
- Worksheet: Roles in your team (Also useful)
- Worksheet: Looking back: what went well?
- Exercise: The difficult conversation
- ‘What can I let go of?’ It’s the third time Bas has doubted whether he can hand work over.
- ‘Roles in your team’, for the talk with Linda.
Step 5
You ask one question and you’re up to speed in 30 seconds
You type your question into a chat window on your laptop or phone. For every point, you can see its source.
I’m seeing Bas at 9 am. Where are we up to?
- Read 5 sessions, 4 notes and your method
- Last time: Wants to hire a planner. Worried about the margin in Deventer. (from session 5)
- What stands out: For the third time, he’s not sure he can let go of work. (from sessions 2, 4 and 5)
- Open actions: Write the job advert. Talk to Linda. (from session 5)
- Exercise: ‘What can I let go of?’ (from your method)
- Opening question: ‘How do you feel about that planner now?’
Reading time: 30 seconds
Confidential: Your client agrees to the recording. And you decide, session by session, whether the assistant can use it.
The result
By 8.59 am, Saskia knows exactly where things stand with Bas
One overview per client, read in half a minute. Not sure about something? She asks a follow-up question, and the assistant shows exactly what was said.
Session 6 with Bas
Plumbing and heating firm, 38 staff · today, 9 am · last spoke 3 weeks ago
What stands out
- The doubt about letting go is back for the third time. The planner has been on his list since session 3.
Last time
- Bas wants to hire a planner.
- The margin in Deventer is slipping away. It’s keeping him up at night.
Actions
- Write the job advert for the planner
- Talk to Linda about her role
- Shared the Deventer figures
Exercise
- ‘What can I let go of?’ For one week, write down what only he can do.
Keep in mind
- Last time he sounded tired. Start gently.
Opening question
- ‘How do you feel about that planner now?’
Built from 5 sessions, 4 notes and your method.
What exactly did he say about Deventer?
In session 5: ‘The margin on the Deventer job is slipping away. It’s keeping me up at night.’ In session 4, he still called it his best project of the year.
During the session: a quiet nudge, just for you
If your client agrees, the assistant can also listen in live during the session. You only get a nudge when it matters. You stay in charge of the conversation.
Session 6 with Bas · 14 min
- That job advert? Haven’t got round to it. It’s just too busy.
- If I do it myself, at least I know it’s done right.
Nudge for Saskia
- Bas has now said this four times. Could be the moment for ‘What can I let go of?’
- Only you can see this
Before and after
You pick up where you left off
Without
- Preparing: Searching your notebook, your email and old write-ups
- Start of the session: A quarter of an hour working out where you’d got to
- Actions: If you didn’t write it down, it’s gone
- Your method: You use whichever exercise happens to come to mind
- If someone is off sick or leaves: A colleague starts from scratch
- Your client: Has to explain again where things stood
With the assistant
- Preparing: One question, a half-minute overview
- Start of the session: Straight back into it
- Actions: Every action is there for you, even ones from months back
- Your method: The exercise from your method that fits right now
- If someone is off sick or leaves: A colleague is up to speed in half a minute
- Your client: Sees that you remember everything
Say: you have 12 sessions a week. For each one, you spend 8 minutes searching beforehand and lose a quarter of an hour in the session working out where you were. That’s 12 × 23 minutes: over 4.5 hours a week. And 3 hours of that is session time your client pays for. With the assistant, you read for 30 seconds per client and get straight into it.
This example is based on an assistant TwoFeetUp built for a client.
All names and details on this page are fictional.
Also works for
It works for other roles too
Recruiters
Before your next round of calls, you see what a candidate said last time about salary and notice period.
Account managers
Before the visit, you see that this customer has already complained twice about delivery times.
Team leaders
Your one-to-one starts with last month’s action that’s still open.
Sound familiar?
Let’s look at what this can do for you. In a 20-minute intro call, we’ll talk through how this would work with your conversations and your method. What does it cost? A one-time setup fee to build in your method, then a fixed monthly fee, and you can cancel any month.