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Client kickoff call

Today · 31 min

Dana
You
0:0031:00
Open folder
00:04Thanks for hopping on. Good news first, the budget's approved on our side.
00:12That's great to hear. What's the timeline looking like on your end?
00:19We'd want the first draft by the 21st. Is that doable if we lock scope today?
00:31The 21st works if we settle scope now. Can you send over the brand files?
00:41I'll send them right after this call. And let's keep reporting monthly, not weekly.
00:55Monthly works. I'll set the first report for the end of July.
01:08Perfect. One thing to flag, the homepage copy still needs sign-off from Marco.
01:20Understood. I'll loop Marco in today and share the recording so he's caught up.
01:33Appreciate it. On design, are we still going with the two-tone direction?
01:44Yes, navy and coral. I'll send a couple of hero options by Thursday.
01:58Love it. And can we get a rough figure for the extra landing pages?
02:11I'll price those separately and email it over with the draft.
02:26Great. What do you need from us to keep things moving?
02:37Just the brand files and Marco's sign-off on the copy. The rest I can start on.
02:52Done. I'll chase Marco this afternoon so you're not blocked.
03:05Perfect. I'll send a short recap after this with the dates and owners.
03:18That'd be really helpful. Let's plan a quick check-in next Wednesday.
03:30Wednesday works. I'll send a calendar invite for 10am your time.
03:44Ideal. Anything you're worried about before we wrap?
03:55Only the copy sign-off timing, but if Marco's in today we're fine.
04:08Agreed. Thanks so much, this was productive.
04:16Likewise. I'll get the recap and the draft plan over shortly. Talk soon.
Summary

Dana confirmed the budget is approved. You agreed to lock scope today so the first draft can land by the 21st, and to switch reporting from weekly to monthly, with the first report at the end of July. Design stays on the two-tone navy and coral direction, with hero options coming Thursday. The extra landing pages will be priced separately and sent with the draft. Marco still needs to sign off on the homepage copy, and Dana will chase him today so you're not blocked. You'll send a recap with dates and owners, and set a check-in for next Wednesday.

What you agreed
Scope locked todaySo the first draft can be delivered by the 21st.
Reporting goes monthlySwitched from weekly; first report at the end of July.
Design stays two-toneNavy and coral, with hero options coming Thursday.
Extra landing pages priced separatelyQuoted with the draft, not part of this scope.
Marco signs off the copyHomepage copy needs his approval before it ships.
Weekly check-in setNext Wednesday at 10am, Dana's time.
Send the brand filesDana · after the call · 00:41
Lock the project scopeYou · today · 00:31
Loop Marco in for copy sign-offYou · today · 01:20
Send two hero design optionsYou · Thursday · 01:44
Price the extra landing pagesYou · with the draft · 02:11
Deliver the first draftYou · June 21 · 00:19
Chase Marco for sign-offDana · this afternoon · 02:52
Send recap and calendar inviteYou · today · 03:05

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The summary says they agreed. Can you prove it?

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Frequently asked questions

What is Jotted?

Jotted is a desktop meeting recorder that works without sending a bot into your call. It records your screen, your microphone, and the other participants' audio straight from your computer, then writes the transcript, the summary, and the action items for you. It works with any meeting app.

Does a bot join my meetings?

No, never. Jotted records from your computer, the same way a screen recorder does. Nothing appears in the participant list, nobody gets a "recording bot has joined" notification, and the meeting feels exactly like it always does. There is a longer explanation of how botless recording works if you want it.

Which meeting apps does it work with?

All of them. Zoom, Google Meet, Microsoft Teams, Webex, Discord, Slack huddles. If it happens on your screen, Jotted can record it. There is nothing to integrate and no compatibility list to check, because Jotted records your desktop, not a specific app. There are step-by-step walkthroughs for Google Meet, Zoom and Teams.

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Only if you tell them, and in most places you should. Recording laws differ by country and state, and getting consent where the law requires it is on you. Jotted reminds you before each recording starts. Telling people is usually as easy as saying you are recording so you do not have to take notes. What the law asks of you depends on where you and the other people are sitting.

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How much does it cost?

The Free plan is free forever: unlimited recordings with every word transcribed on your computer. Pro is $14 a month and adds the summary, the action items, cloud access, and sharing, with a 7-day free trial that asks for a card upfront. See the full breakdown on the pricing page.

Can I use Jotted for my team?

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When does Jotted launch?

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