SitbackHQ

Real examples

See how SitbackHQ handles real, messy meeting notes across six different meeting types.

Client Call

Design agency strategy call

Before — raw notes

met w sarah + tom from henderson design discussion abt q3 website redesign - needs to be done b4 sept budget probs around 12k - sarah needs to confirm w finance tom to send brand guidelines + logo files tmrw we need to prep full proposal w pricing options client wants 2 routes: basic & premium call again next wk to go over proposal

After — action items

High

Prepare proposal with Basic and Premium pricing options

Us · Before next call

High

Send brand guidelines and logo files

Tom · Tomorrow

Medium

Confirm budget with finance team

Sarah · Before next call

Medium

Schedule follow-up call to review proposal

Us · Next week

Email subject: Follow-up: Henderson Design strategy call — [date]
Team Standup

5-person product team standup

Before — raw notes

daily standup 9am tom - done homepage redesign, now doing checkout flow priya - api keys still blocked, Marcus plz sort today urgent ali - finished 3 of 5 blog posts, 2 more by weds dev infra - need to upgrade node version on prod, marcus to schedule for weekend client demo on thursday - ALL hands needed

After — action items

High

Resolve API key access for Priya

Marcus · Today

High

Be available for client demo

All · Thursday

Medium

Complete remaining 2 blog posts

Ali · Wednesday

Medium

Schedule Node.js production upgrade

Marcus · Weekend

Email subject: Standup actions — [date]
Supplier Meeting

Supplier price negotiation

Before — raw notes

call w greenleaf supplies - their rep jenny asked for discount on bulk orders - 10% for 500+ units they offered 6% - we countered 8%, jenny said she needs 2 check net 45 payment terms instead of net 30 - they agreed need to send them our q3 forecast asap so they can plan they hav new product range launching aug - jenny will send brochure

After — action items

High

Send Q3 volume forecast to Greenleaf

Us · ASAP

Medium

Follow up on 8% discount if no response

Us · 2 weeks

Low

Review new product range brochure when received

Us · When received

Email subject: Follow-up: Greenleaf Supplies pricing discussion — [date]
Contractor Briefing

Freelance developer project briefing

Before — raw notes

briefing call w sam the dev contractor project: rebuild the client portal, react frontend deadline is hard - must launch 1st sept first draft by 15 aug for our review sam needs access to figma designs by fri - lisa to share sam will set up dev environment & send est by next monday weekly check-ins thursdays 2pm

After — action items

High

Share Figma designs with Sam

Lisa · Friday

High

Set up dev environment and send time estimate

Sam · Next Monday

High

Deliver first draft of client portal

Sam · 15 August

Medium

Schedule weekly Thursday check-ins at 2pm

Us · This week

Email subject: Client portal brief — next steps
Sales Call

Sales call debrief

Before — raw notes

debrief from acme corp discovery call went well - they liked the demo, budget not confirmed cfo not on call - need 2 present to her separately pain point: their current system crashes during peak times competitors: looking at salesforce too but it's 3x the price need to confirm which crms we support follow up email with case study + pricing

After — action items

High

Send follow-up email with case study and pricing

Us · Today

High

Confirm which CRM integrations are supported

Us · Before next call

High

Schedule technical demo with Acme IT team

Us · This week

Medium

Prepare separate CFO presentation

Us · TBD

Email subject: Follow-up: Acme Corp discovery call — next steps
Quarterly Review

Quarterly business review

Before — raw notes

q2 review - all directors present revenue: £187k vs £165k target - 13% above costs crept up in april - need tighter budget process from q3 sales team hit target, 2 new enterprise clients ops: 3 support tickets open >14 days - unacceptable, james to fix process hr: 2 people on leave in aug, need cover plan q3 targets: £210k rev, 3 new enterprise clients

After — action items

High

Fix support ticket escalation process (no tickets >14 days)

James · End of July

High

Create August leave cover plan

HR · End of July

Medium

Implement tighter budget review process for Q3

Finance · Q3 start

Low

Schedule Q3 review

All directors · 1 October

Email subject: Q2 Review summary and Q3 actions

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