TURN MEETINGS INTO FOLLOW-THROUGH — PRACTICE
Ian McDonald AI
https://www.ianmcdonald.ai/learn/meeting-follow-through

This is a fully fictional example. Do not send messages or create invitations for these characters. Use your own verified contact details and dates when you apply the workflow for real.

PART 1 — AN INQUIRY

Subject: Help with our workshop follow-up?

Hi,

I run Northstar Training, a small training business for local business owners. We deliver hands-on workshops and one-to-one sessions.

I spend too much time turning workshop notes into resources and answering the same inquiry emails. I would like a simple way to draft materials and follow up consistently, while reviewing everything myself. We already use Gmail, Docs, Drive, Meet, and Calendar. I do not want to add a new CRM.

Could we arrange a discovery call to work out where to start?

Jordan

Website: none supplied. Use only the description above. Do not invent a website or pretend to research one.

PART 2 — PRACTICE MEETING NOTES

Meeting: Northstar Training discovery call
Participants: Jordan (business owner), you (consultant)
Date: [YOUR PRACTICE DATE]
Status: fictional meeting notes, not a recording or verbatim transcript

Priorities:
- Spend less evening time drafting workshop handouts.
- Reply to prospective clients more consistently.
- Keep the existing Google tools.
- Review every client-facing draft personally.

Constraints:
- Jordan can spend about two hours per week testing a workflow.
- Real participant information must not be included in practice prompts.
- Any account settings and privacy requirements must be checked before using real client information.

Decisions:
- Start by mapping the inquiry-to-follow-up process.
- Test a draft reply workflow with fictional inquiries.
- Keep human approval before anything is sent.

Suggested, not yet agreed:
- A four-week pilot.
- A target of saving several hours per week. No measured results exist.
- A short proposal review next week.

Open questions:
- Which inquiry types take the most time?
- Who reviews the drafts if Jordan is unavailable?
- What is the budget?
- Which Google account and features are available?

Action items:
- You: prepare a draft proposal. Due date not agreed.
- Jordan: gather three fictional or anonymized inquiry examples. Due date not agreed.
- Both: confirm a proposal review time. No appointment has been accepted.

PART 3 — TRY THE LESSON

1. Generate five discovery questions from the inquiry.
2. Add the notes to the same Gemini conversation.
3. Draft a proposal with unconfirmed details clearly marked.
4. Use your own calendar to propose a future practice time.
5. Draft a follow-up using placeholders. Do not send it.
6. Prepare a private tentative hold, with no guests. Create it only if you choose to.

CHECK YOUR WORK

Did Gemini invent a price, date, website, commitment, or guaranteed saving?
Does the proposal distinguish the agreed first step from the suggested pilot?
Does the email ask whether the time works rather than imply it is confirmed?
Does the calendar hold clearly say “Tentative” and have no guests?