Client commitments tracker
Track promises across calls and email before they become delivery risks.
Replaces: promises scattered across call notes and inboxes
Fieldnote Studio · Client commitments tracker
Client commitments trackerFieldnote Studio
Omar HaddadDelivery directorOH
- Commitments
- 33
- Across 9 clients
- At risk
- 3
- Overdue or in conflict
- Kept
- 24
- Delivered on time
| Commitment | Account | Owner | Due | Status |
|---|---|---|---|---|
| Lumen Foods | Jess Morgan | Nov 28 | At risk | |
| Bluefin Mobility | Sam Ortiz | Nov 12 | At risk | |
| Orchard Health | Maya Chen | Nov 13 | At risk | |
| Harbor & Pine | Sam Ortiz | Nov 16 | Due soon | |
| Saffron Kitchens | Jess Morgan | Nov 15 | Due soon | |
| Lumen Foods | Jess Morgan | Every Monday | On track | |
| Lumen Foods | Jess Morgan | Nov 24 | On track | |
| Marlow Architects | Maya Chen | Nov 3 | Kept |
Showing 8 of 33 commitments
Ran today at 8:00 AM
- Processed 6 calls from Fireflies and 41 email threads
- Drafted 3 messages for review
Runs on its own
Flags promises that conflict with scope
It reads new call transcripts and selected email threads for promises, checks confirmed commitments daily and flags any that conflict with scope or slip past their date.
Waits for you
What counts as a commitment
You decide what counts as a commitment. Customer messages and updates to tasks in other tools wait for approval.
Works with
Google Meet
Fireflies
Gmail
HubSpot
Salesforce
Asana
What it keeps track of
- Account
- Clientdelivery leadscope
- Commitment
- Promiseownerdue datestatusamendments
- Source
- Call transcript or emailtimestamp
- Dependency
- Task or client input it waits on
- Case
- Conflict or riskownerresolution
