⭐Key Takeaways

Junior is a diligent note-taker and loves writing summaries. After a transcript is Cleaned, he will draft his first set of Key Takeaways (KTAs) for you. They will be present in the Transcript Drawer with a yellow warning label to let you know they these are just Draft.

Transcript Drawer - Draft KTAs

1. Stats

Junior knows just how important it is that you capture all of the quantitative metrics in the conversation. At the end of the call, these are pulled into a single table for easy reference.

Highlighting any of the stats on the right hand side of this table will give you the option to view the original source so you always have a reference back to where the stat was pulled from.

2. Key Takeaways

By default, Junior will look over the entire call and try and come up with 3 main themes for the call. He will then use those 3 themes to generate a more detailed summary of the entire call. It's often the case that Junior's summary is a little too high level, or doesn't capture the key concepts that you as consultants really care about. We've built a set of tools to help you capture those key themes more quickly and easily.

Let's look atHow to edit KTAs