Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Draft replies to introductions from clients and trusted contacts.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Prepare source-linked findings for client reports and note gaps.
Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.
Welcome each new engagement with its agreed scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
File client session decisions with the original audio.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Narrate client deck slides from their speaker notes.
Your PowerPoint with audio narration is ready to share, with recordings placed on the slides they belong to.
Send approved engagement agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.