This guide covers the full workflow, from setting up your offer library to running a weekly client update. End to end takes about 15 minutes the first time.
The core workflow
Tips worth knowing
Your offer library shapes the analysis
The AI recommends offers from your library, not generic suggestions. The more complete your library, the more useful every analysis becomes. Set it up once and it pays off every time.
Meeting notes feed the client update
Save notes after every client call by typing, pasting, or uploading a file. When you generate the client update, the AI pulls from those notes automatically. The update practically writes itself.
Action items show up on your dashboard
Any action item you add to a workspace with a due date will surface on your dashboard when it's overdue. You'll never lose track of a client commitment again.
The decision log protects you
Log every significant decision with context: what was decided, why, and when. When a client misremembers scope or asks why something was done a certain way, the decision log is your answer.
The engagement history is always there
Every workspace has a collapsible Engagement History section with the original discovery notes, full AI analysis, and complete proposal details. Six months in, you can pull up exactly what was agreed and why.
The analysis gets better with context
Company stage, what they're trying to accomplish, budget signals, and how you met them all matter. The more specific your prospect notes, the more useful the analysis, its overall read, and its offer recommendation.
You're in early access, which means you have a direct line to the person building this. If something doesn't work, isn't clear, or you want a feature that's missing, just email.
Email r@fractionalworkspace.com →