YOU OWE THEM
- Revised cost breakdown for Cardiff and York
- Intro to the Adelphi admissions contact
- DONEScholarship shortlist
Your task list
Features ▸ Client Memory
Client memory
that keeps itself.
One record per client, rewritten after every transcribed meeting. Where you left off, what was decided, what is still open, and who owes what — waiting for you before the next call.
MACurrent
Mohammed Almazrouei
You
Send the revised Cardiff and York cost breakdown, including the January intake deadline.
Them
Upload the IELTS certificate and the second reference letter.
Open
Still undecided between the September and January starts — funding depends on it.
Next
Agreed to meet again in two weeks, once the funding letter lands.
01 — Automatic client records
Your client record
updates itself.
After each transcribed client meeting, Your Day Schedule refreshes that client's records with new goals, key facts, decisions, open questions, commitments and next-meeting plans. It uses the structured meeting summary and your notes — never the raw transcript.
No manual client notes to rewrite. Resolved items drop away, stale details expire, and what remains is the context you need before the next call.
What the record holds
Goals
New: January intake confirmed
Key facts
Updated: Funding letter due Friday
Decisions
New: Proceed with monthly retainer
Open questions
Should we hold off on the redesign? — Resolved
Commitments
Updated: Send onboarding checklist by Thursday
Next meeting
Next call scheduled for Feb 7 at 10:00 AM
02 — Client commitment tracking
Client commitments,tracked on both sides.
Your Day Schedule separates what you promised from what your client promised after every transcribed meeting. Your commitments close from your task list. Theirs close from the client portal—keeping the client record current without another checklist to maintain.
THEY OWE YOU
- IELTS certificate
- Second reference letter
- DONEPassport scan
Client portal
Right owner.
Right source.
No duplicate checklist.
03 — AI meeting preparation
Your client brief finds youbefore the call.
Your Day Schedule turns each client record into a concise AI meeting brief before every scheduled call. See open commitments, unresolved questions, recent decisions, and next steps—ranked in one scan-ready Up next card.
Ask Your Day AI, "Where are we with Mohammed?" for the same current answer.
Mohammed Almazrouei · UK shortlist review
Five things to know
- You owe themCost breakdown for Cardiff and York
- They owe youIELTS certificate still outstanding
- Open questionSeptember or January start?
- DecisionKeep both universities on the shortlist
04 — Client follow-up and reminders
Client follow-up emails and meeting reminders.
After every client meeting, Your Day Schedule drafts the follow-up email and offers the next session when you agreed to meet again. Before the next call, the 24-hour meeting reminder lists only what the client still owes. Both come straight out of the meeting — no chasing list to keep.
No separate chasing listClient record · currentNext client meeting24huntil the call After the meeting Before the next call
Follow-up draft prepared
Includes the agreed next-session link.
Meeting reminder focused
Lists only open client portal tasks.
Offer the next session
Right meeting type. No link when already booked.
Ask for what is still open
IELTS certificate · Second reference letter
05 — Private client records
Private client memory, not a CRM.
Your Day Schedule builds each client record from structured meeting summaries and your private notes — never the raw transcript. No pipeline, no deal stages: just client records software with clear ownership, CSV export and deletion controls.
Host-private memory1 client · 1 memory
Your private client memory
One record per client, kept current without turning a client relationship into a sales pipeline.
GoalsDecisionsCommitmentsNext meeting
Raw transcript text not an input