Here's what I promised in the video
And, in a minute, who we are and what we do.
Your template
This link no longer works, but the template does: here's the latest one.
The five-minute call recap: from rough notes to the client's record
Every week we give away a template in our videos. This is the latest.
Every client call leaves the same five fields in the client's record and a next step with a name and a date, five minutes after the call ends
Founders, account managers and agencies who talk to clients every week and keep what was said in notebooks, inboxes or their heads
Free, no email needed. It's yours.
Looking for a different one? Comment the word from the video on Instagram and we'll send it to your inbox.
- How to ask AI for things your business needs, in four parts
- One clear price, paid up front: the wording to stop collecting afterwards
- Put the process on one page before you buy any AI tool
- The five-minute call recap: from rough notes to the client's record
- The four-field test: forms and onboarding built for what people actually do
- The intake form to send before any discovery call
- The invoice chase sequence that runs without anyone writing an awkward email
- The list of what you still type in by hand (and how to stop)
- The map of every way customers reach you (and where they slip away)
- The messages for asking for Google reviews without asking the wrong way
- The messages for asking permission before you message your clients
- The messages for clients who stop coming back
- The Monday scorecard: five numbers, one line, ten minutes
- The one-card checklist for the jobs your team can't afford to get wrong
- The proposal follow-up: three emails, fixed days, no chasing
- The sign-off check: nothing goes out until someone has said yes
- The ten-minute end-of-day cash-up sheet
- The three messages that keep your diary full
- The weekly client report that takes ten minutes
- The WhatsApp replies of a clinic that doesn't lose bookings out of hours
- What to automate and what not to in a clinic (or any appointment-based business)
- Your business's Blue Book: the first ten runs
- Your first five automations, written as when-then rules
- Your Google Business Profile, up to date in fifteen minutes
- Your ten answers, written once and placed where people ask
Opening 1 January
We're finishing our website. If you'd like, we'll let you know when it opens on 1 January and send you new templates as they come out. That's all.
Want to know more about us?
Go to notlimitsystems.com