Strategy Consultants
How to enhance your consulting impact with voice-first note taking using Cleft
New to Cleft?
Start with our guides on making voice notes and custom instructions to get the most out of your consulting workflow.
Common Challenges
How do I capture client insights quickly?
How do I capture client insights quickly?
Getting valuable insights documented immediately after meetings is crucial.Cleft helps by:
- Brain dumping client pain points (learn about voice notes)
- Capturing immediate opportunities
- Listing strategic options
- Noting priority areas (using tags)
How do I track engagement actions?
How do I track engagement actions?
Turning client discussions into immediate next steps is essential.Cleft helps by:
- Brain dumping action items
- Listing deliverable needs
- Capturing quick wins (with widgets)
- Noting implementation priorities
How do I manage multiple clients?
How do I manage multiple clients?
Keeping multiple engagements organized needs clear capture.Cleft helps by:
- Brain dumping project updates
- Listing client priorities (with custom instructions)
- Capturing team needs
- Noting engagement status (using tags)
How do I maintain strategic focus?
How do I maintain strategic focus?
Turning insights into recommendations requires quick capture.Cleft helps by:
- Brain dumping strategic insights
- Listing key findings (with Notion integration)
- Capturing solution ideas
- Noting success patterns
Power up your workflow: Check out our Workflow Recipes and Apple Shortcuts integration for consulting-specific automations.
A Day Using Cleft
1
Morning Strategy (8:00 - 10:00)
2
Client Insights
Brain dump key findings and opportunities from yesterday’s meetings.
3
Action Items
List immediate priorities and deliverable needs.
4
Team Direction
Capture specific next steps for each engagement.
Daily Workflow
Client Engagements (10:00 - 4:00)
Post-Meeting Actions- Brain dump client feedback
- List immediate priorities
- Capture quick wins
- Note key insights
- List solution ideas
- Capture next steps
Practice Development (4:00 - 6:00)
Knowledge Actions- Brain dump best practices
- List reusable frameworks
- Note team learnings
- Capture tomorrow’s priorities
- List resource needs
- Note client goals
Ready to enhance your consulting impact?
Join other strategy consultants who turn insights into action through effective capture. Download CleftBook your onboarding call
Meet the founders for a free personalized onboarding experience ✨