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 ✨