Your clients pay for your attention.

Now Echo does the follow‑up for coaches, consultants and fractional executives:

  • a session recap,
  • an action plan,
  • the deck for the board.

Action plans that start from the session.

Ask for the action plan and Echo drafts it from the session: the goals, who does what by when, and what to bring next time. It comes as a PDF or Word file, for you to check and send.

Your request to Echo: “Draft Mara’s action plan from today’s session, as a PDF.”
Echo’s answer: Mara’s action plan from today’s session as a file to download, with three goals, six actions each with an owner and a date, four decisions, and what she brings to your next session.

The file opens as Mara Quinn’s action plan after session 7, two pages: three goals, each with what might get in the way, six actions with an owner and a date, the decisions, and what to bring to the next session.

All of your attention, on your client.

  • The brief for the 08:00 session with Mara Quinn: she wants to stop chairing the weekly ops review, and she said she’d talk to her leads about it, each line linked to its source, session 6 on Sep 22, 2026.

    Walk in knowing where you left off.

    Before each session, Echo briefs you on what your client said last time, each line with its source.

  • Echo’s live window during the session: the transcript, “What counts as a smaller call?” and Mara Quinn’s answer, “Anything under twenty thousand pounds. Above that, it still comes to me.”, over the recording timer at 21:04.

    No bot in the room.

    Echo listens from your computer, so the session is just you and your client.

Their goals, remembered.

Echo remembers what each client wants and who promised what, each with the session it came from.

What Echo remembers about Mara Quinn: she will write the Head of Operations scorecard by next Wednesday; she wants the board meeting to open with the 2027 plan, and to stop chairing the weekly operations review, each with the session it came from.

The recap email, drafted for you.

From your client’s record, Echo drafts the follow-up from your latest session and what each of you agreed, for you to check and send.

Your request to Echo from Mara Quinn’s record: “Draft a concise follow-up to Mara Quinn using our latest meeting and open commitments. Use only supported details, flag missing information, and leave it as a draft for me to review.”
Echo’s draft for Mara: subject “What we agreed in session 7”, then what you agreed, the review her leadership team runs from 12 October, the spending they sign off without her, her scorecard and her first three slides, the two example scorecards you send by Wednesday, and your next session on 20 October. It ends: it’s a draft for you to review, and nothing has been sent.

Careful with what clients tell you.

Never used to train AI. Encrypted in transit and at rest. Hosted on SOC 2 Type II and ISO 27001 audited platforms.

  • Echo listens when you say so.

    It listens only from the moment you start a session until you pause or end it.

    Echo’s own prompt as your meeting begins: “Zoom detected”, “Zoom Meeting” and a Start Session button.
  • Keep the notes, not the audio.

    Set Echo to delete each session’s audio once its transcript is confirmed. The transcript and notes stay.

    Echo’s recording setting After transcription set to Delete audio: playback turns off when a meeting’s transcript is confirmed, audio deletion follows automatically, and the transcript and notes remain.
  • You decide what it remembers.

    Edit a fact, move it to the right client or forget it.

    Two facts Echo remembers about Mara Quinn, each with the session it came from; the first, “Her leadership team signs off spending under £20,000”, shows its controls to edit it, move it to another person or forget it.

How Echo handles your data →

Leave the follow‑up to Echo.

Free to start. Download it before your next session.

Rolling it out to a team? Talk to us →

Tell clients you’re taking notes with an AI assistant.