Skip to main content
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

Getting valuable insights documented immediately after meetings is crucial.Cleft helps by:
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
Keeping multiple engagements organized needs clear capture.Cleft helps by:
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
Strategic Direction
  • 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
Next Steps
  • 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 Cleft

Book your onboarding call

Meet the founders for a free personalized onboarding experience ✨
I