This week's shortcut is about the email you promise on every call and then almost never send on time.

The follow-up.

I'd have an incredible call with a client, tell them I'd send some things over after, and then... my kids would run in, a team member would message me, and "send the recap" would join my mental to-do list 😵‍💫

Where it would sit for two days while the details got fuzzy.

By the time I sat down to write it, the momentum from the call was gone and I could barely read my own messy notes.

And the part that genuinely hurt? Clients would say the kindest things out loud on those calls. Real testimonial gold, in their exact words. And I never captured any of it.

Here's what I finally realized:

It was never a writing problem. It's a gathering problem.

🔁 The replay link lives in one tool.
🧠 The next steps live in your memory.
💌 The client's email is buried in your inbox.

The gathering is what makes you postpone it BUT the gathering piece doesn't need you.

💡 So this week's shortcut is the exact one I built to fix it: an automation that assembles the entire follow-up email into a draft the moment a call ends.

Before ❌ Rebuilding the call from memory, two days later when the details are already fuzzy ❌ The replay link hunt across every tool, every single time ❌ Testimonial gold said out loud and never captured anywhere

After ✅ Draft ready right after the call, while everything is still fresh ✅ Replay link and next steps included, pulled straight from the call itself ✅ Kind words saved as they're spoken, testimonials captured automatically

Your Shortcut 👇 Look at your last five client calls. Did the follow-up go out the same day, and did you capture anything kind the client said? If the answer is "not really," you've found the leak. Now list what you assemble every time you write one: the replay link, the next steps, their email address. Notice that none of it requires writing. It's all gathering, and gathering is exactly what AI is good at. Right after your next call, dump the next steps and any nice quotes into your AI tool and have it draft the recap for you to review and send yourself. Ninety seconds of input, and the follow-up actually goes out while the call is still top of mind.

You've already been inside The Shortcut so you know how it works 😉

This is just the shortcut that dropped this week so if you're ready to end every call with the follow-up already drafted and never lose another kind word a client says about you, I'd love to have you come back.

Come back to The Shortcut →

Happy automating,
Steph