Flocci Technologies Open dashboard

Agency calls: feedback is contractual — treat it that way

Agency work converts conversations into invoices: the feedback round that grew, the “tiny tweak” that was a redesign, the approval given at 0:43:12 and disputed at invoice time. Donna attends every client call as the account’s perfect memory — verbatim approvals, flagged soft asks, and a read on which stakeholder actually signs off. Multi-client agencies get one more structural win: you choose who sees which call, so confidentiality between accounts is how you share, not a hope.

What goes wrong without a real record

What Donna catches here

The Receipts

“Approved, ship the second concept” — verbatim, timestamped, attached to the meeting record. Revisions beyond it become change orders with evidence.

The Room Read

Which client stakeholder the others defer to — so the next presentation is built for the person who decides, not the person who talks.

What Got Decided (And What Didn’t)

The brief change that was floated but never resourced, flagged before your team burns a sprint on an unfunded whim.

Follow-Up (Donna's Orders)

Both sides’ deliverables pinned with owners and dates — including the brand assets the client owes you, which block everything and arrive late.

All nine sections of the default read, explained: meeting intelligence vs meeting notes.

Questions, answered straight

Can Donna keep different clients’ meetings separated?

Meetings are organized per meeting in the dashboard, scoped to the owner or org. Isolation is how you share — collaborators and links are explicit — which is the answer an agency security questionnaire actually wants.

Does Donna help with scope-creep billing?

Directly: the Receipts section quotes every approval and every ask verbatim with timestamps, and screen recording preserves what was presented when the client said yes. Scope conversations shift from memory versus memory to a lookup.

Can we run Donna during pitches to prospects?

Yes — she joins visibly like any participant, and prospects generally read a disclosed recorder as professionalism. The full pitch record also tells you afterward which slides landed and which stakeholder went quiet at pricing.

Put Donna in your next meeting

Access is open — sign in with your Google account and she’s in your dashboard in minutes. Rolling out to a whole team, or want a hand with the server setup? We’re glad to help.