🎙 In this episode of Systemize Your Success, I dive into a game-changing feature of the Fathom AI Notetaker app that has completely transformed how I conduct my meetings. As someone with a terrible memory, I often found myself struggling to recall important details from past conversations, which could make or break a deal or connection. 

However, after using Fathom for over a year, I recently discovered its “Ask Fathom” feature, which allows me to access previous meeting summaries and even ask questions about them in real time during calls. This has made me feel more professional and engaged, and significantly boosted my confidence in my interactions with clients and staff. 

I share my experiences and tips on leveraging this tool effectively, and I encourage you to check it out for yourself.

KEY TAKEAWAYS

💡 Importance of Meeting Summaries: Having a succinct summary of previous meetings readily available can significantly enhance engagement and professionalism during current meetings, making it easier to recall key details and personal comments.

💡 Fathom's Unique Features: The Fathom AI Notetaker app includes a desktop widget that alerts users to upcoming meetings and provides quick access to previous meeting summaries, which can be opened with a single click.

💡 “Ask Fathom” Functionality: This feature allows users to interact with meeting transcripts in a conversational manner, enabling them to ask specific questions and receive concise answers based on past discussions, which aids in maintaining focus during calls.

💡 Prompt Engineering for Sales Calls: By utilising frameworks like "Punt with a Q," users can create tailored prompts to summarise sales call transcripts effectively, allowing for a more structured and efficient follow-up process.

💡 Enhanced Confidence and Professionalism: Using Fathom transforms the way meetings are conducted, leading to increased confidence and a higher level of service provided to clients and staff, as users can easily reference past conversations and action points.

BEST MOMENTS

04:35 - 💬 “I can pull up any call I've had with a particular person or meeting type. I can click on the meeting, open it up, and then ask Fathom about anything related to that meeting. And therefore, I've got basically every meeting I've had with that particular person at my fingertips.”

08:04 - 💬 “That has transformed the way I perform in calls and my confidence. I actually remember what was said. I'm actually engaging with this person on a totally different level now.”

09:22 - 💬 “To me, it's an absolute no-brainer and is money well spent.”

TIMESTAMPED OVERVIEW

00:00 “Fathom: Meeting Memory Game-Changer”

05:15 Seamless Sales Call Framework

08:36 “Revolutionise Meetings with Fathom”

VALUABLE RESOURCES

• Fathom AI Notetaker Affiliate Link: https://sys.academy/tools

LINKS TO CONNECT WITH THE HOST

• Podcast: https://www.systemizeyoursuccess.com
• Website: https://systemsandoutsourcing.com/
• Facebook Group: https://facebook.com/groups/systemsandoutsourcing/
• LinkedIn: https://linkedin.com/company/systemsandoutsourcing/
• Instagram: https://instagram.com/systems_and_outsourcing/
• YouTube: https://youtube.com/@drsteveday42
• TikTok: https://www.tiktok.com/@drsteveday42

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/