Transcript to Action Plan

Zoom · client meetingYou

BMADVISOR

JRCLIENT

RECORDING · TRANSCRIPT ON

Say it aloud so the transcript catches it:
client ID · next meeting date · resources you recommend

ChatGPT or ClaudeYou · one step

full-transcript.vtt

Transcript Action Plan skill

Drop the full transcript here

Draft the action plan email for this meeting.

Skill takes it from here

What the skill pulls outSkill

"…I'll call the bank Monday…" "…here's how to price the catering menu…" "…we filed the LLC last week…" "…sales are up since the farmers market…"

Call the bank Monday about the loan

Pricing: cost per plate + 30% margin

Business Established

Held for youPotential: Change in Sales? Needs a number

Neoserra · ready to enterSkill drafts · you confirm

NEOSERRA MAPPING · EXAMPLE CLIENT

MilestoneBusiness EstablishedDrafted

Counseling areasFinancing · PricingDrafted

Session narrative, third person:

✓You confirm the milestone and add your Prepare hours

Draft email · ready for your reviewSkill drafts · you send

Logged via Neoserra postbox

Subject: SBDC Next Steps - Client ID - Example BakeryBcc: your Neoserra "Email to Counseling" address

Congratulations on getting the LLC filed. That's the foundation done.

Next Steps-

Call the bank Monday about the startup loan.

Notes-

Pricing checklist: cost per plate, then a 30% margin.

Things We Have Accomplished Since Our Last Meeting-

Business Established

You read it and editSend