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A tagging system for client meetings that turns raw notes into an internal Strategic Insights record, then filters only what survives into a client-facing Monthly Insights report. Includes the guide, both frameworks, and a sample report, so nothing gets written from memory the week it’s due.
A guide and workbook for mapping a client’s ideal week, built from a real conversation about their energy and constraints, not a template they’re expected to bend around.
A guide and workbook that separate tasks, projects, and meetings into three places instead of one long list, so a two-minute follow-up and a six-week project stop wearing the same weight.
