Strategy Sprint Chat

Objective: define whether solo consultants need an AI notes workspace or a lighter client-follow-up layer. Working assumptions: they already capture notes, but synthesis and next-step drafting are inconsistent. Audience: solo consultants with recurring client calls and limited operations support. Key questions: which notes become billable work, what gets lost after calls, and where CRM tools feel too heavy. Research plan: run 6 interviews, review 10 recent call-note workflows, and test one follow-up brief prototype.

Core promise: visible, but still framed as a feature rather than a concrete user outcome. Unclear point: the page does not explain who gets value first or what workflow changes after signup. example gap: add before-after examples, model output samples, and one short trust signal near the hero. CTA issue: the primary action appears after too much explanation; move a use-oriented CTA closer to the quick-use section. Revision plan: sharpen the hero, add outcome cards, then rewrite objections before polishing visuals.

Issue type: repeated export failure plus refund request. Customer-facing reply: acknowledge the failed attempts, apologize plainly, and confirm you will help recover the export path first. Policy boundary: explain refund eligibility only from the provided policy notes; do not promise an exception. Next step: ask for export format, browser, and timestamp, then route to billing if the account meets refund criteria. Internal note: tag as product reliability risk because the same export failed twice.