From the start the idea of capturing key information and ideas was at the heart of Luffa. It would help teams remember ideas that might have gotten missed during a brainstorm, or capture key insights from user feedback.
The more we spoke with current users the more Luffa came up as a tool being used for client meetings. No one wants to miss details that are important to their clients, and it’s always important that everyone stays on the same page. In today’s third post in our Luffa Customer Stories series, we check in with Gia from A Better CX to hear about how she’s used Luffa to master the art of client meetings.
Who is Georgiana Laudi?
Georgiana Laudi is a strategic advisor to a wide range of SaaS companies. Along with her advisory company A Better CX, she’s also the co-host of the popular weekly workshop series, Forget the Funnel with Claire Suellentrop. On which they talk about all things marketing, from SaaS sales cycles to marketing optimization.
What is their Use Case?
Gia has regular recurring meetings with her clients where she’s constantly checking in and giving advice on the spot. It’s during these conversations that they discuss strategy, branding, and everything else related to her client’s needs. These talks are very important for both her and her clients as they form the foundation of their relationship and the work they’ll do together in the future.
Before Luffa, Gia was taking notes during her calls, which she describes as a “horrible job” of getting the right details while actively listening (we’ve all been there). She found she would often default to not taking notes at all to commit completely to her clients, leaving her only with a meeting agenda to reference if she ever wanted to review what was discussed during the call.
How does Luffa Help them Address it?
Not wanting to have to multitask between taking detailed notes and listening, Gia now captures her meetings in Luffa so she can give her clients her undivided attention while relying on the capture for record keeping and future reflection.
When Gia has a new call with a client she has an ongoing relationship with, she starts the call in Zoom while opening Luffa in the background to capture the audio. Gia has all of her clients’ consent to having their conversations recorded and saved as future reference material they might need. She is able to search through the indexed conversations or share these recordings with her clients by sharing the Space or a Public Link version of the Capture whenever her clients might also want access. This way, both parties have direct access to the history of their talks.
Results with Luffa and A Better CX
With Luffa, Gia is able to go notes free during her client conversations. She’s able to remain present and focused on the details. While being able to provide guidance during these chats is extremely valuable, being able to reflect on the save audio conversation can be just as valuable. The Captures can be used as a reference point in the future, making the captured conversation an important resource for the progression of both the client’s project as well as the relationship between the client and Gia herself.
“ I use Luffa to capture my meetings so that I can reflect and take notes, not only on my most recent calls, but over time… For me, it’s mostly peace of mind that I can refer back to a past meeting when needed.” — Georgiana Laudi
By having a backlog of previous conversations for each client Gia is able to reacquaint herself with the nuances of each company by re-listening to past conversations before jumping into a new, intense session. While she and her clients continue to work together, these past conversations become an audio history of ideas and lessons learned.
Stay tuned for the next in our Customer Stories series. Until then you can give Luffa a try at okluffa.com
