Clients who understand that their coaches are exclusively recording to better identify insights to make calls more effective are almost always willing to do it.

• We’ve learned that coaches who are open about how Heyday works with customer data find clients very willing to try the tool. If you need to send a note, try this:

  I'm experimenting with a company called [Heyday](https://heyday.xyz/coaches/?) that turns the transcripts from our calls into key points, action items, and follow-ups that I can share with you. I’m excited to use it because it will help me to prepare for our sessions and to be fully present when we’re together.

  I think it will also be valuable for you, as you will see an accurate, auto-generated summary of the main takeaways from our sessions.

  For the service to access the call transcript, I will invite Heyday’s secure Zoom integration into the call. Heyday’s data policy ensures that the information is encrypted, is never accessible to anyone else, and can be deleted at my request (and automatically if I stop using the product).

  Would you be willing to let me experiment with it during an upcoming call so that I can see if it will help us get more out of our sessions? If yes, great, if not, no worries.

Previous

If I record an in-person meeting, can I still get a meeting recap?

Next

Will Heyday record my phone calls?

last updated: February 26, 2024