Never Lose Another Action Item, Decision, or Deadline
You've likely been there.
You gather your sales managers, operations leads, and key stakeholders for an important strategy session.
- The conversation is productive
- Decisions get made
- Action items are called out
- People nod in agreement
- Everyone leaves feeling like progress happened
Two weeks later, you gather again, expecting results.
After about 15 minutes, you discover that meeting intelligence evaporated since the moment people walked out of the room.
- Nobody remembers exactly what they committed to
- The implementation timeline is fuzzy at best
- Items that were assigned never got created
- Strategy discussions resulted in different interpretations
- Critical dependencies were missed, and everything's stuck
The Real Problem Isn't the Meeting. It's What Happens After.
Traditional meeting notes fail because they're either:
- Too Brief: "Discussed CRM. John will follow up." (With who? By when? About what specifically?)
- Too Detailed: 8 pages of rambling notes that nobody will ever read
- Inconsistent: Every person takes notes differently so there's no single source of truth
- Time-Consuming: Writing comprehensive summaries takes 30-60 minutes you don't have
Sound Familiar?
Meetings and what takes place afterwards are filled with hidden costs:
- Lost Accountability: When action items aren't clearly documented with owners and deadlines, follow-through becomes optional.
- Duplicated Effort: Without clear decisions on record, different people solve the same problem in different ways.
- Stalled Projects: Undocumented dependencies mean critical path items sit waiting for inputs nobody knew were needed.
- Frustrated Teams: Everyone wonders why "we keep having the same conversations."
We Solved This With The 5-Minute Meeting Summary System.
A complete system combining a proven format with AI assistance to create comprehensive, actionable meeting summaries in under 5 minutes.
- Built for Distribution Realities: Designed for the complexity of distribution operations
- AI-Assisted, but Human-Validated: You'll use Claude AI (or your platform of choice) for the heavy lifting while YOU maintain control
- Action-Oriented Structure: Decisions, action items, task ownership, and more, giving one single source of truth
- Easy Scannable Format: Clear headers, bulleted lists, and tables all arranged in priority order to find what you need in seconds
Transform Your Entire Sales & Marketing Operation
AI is for so much more than summarizing meeting notes. Use systems like this to capture, organize, and activate your company's intelligence faster, more productively, and more efficiently.
Here are just some examples of where we're using AI in distribution and what you can do, too:
- Sales Enablement: Create sales collateral, customer research, and competitive analysis in minutes
- Training & Development: Build AI-powered sales coaches that help reps practice pitches and handle objections
- Customer Communication: Craft personalized outreach for different buyer personas
- Strategic Planning: Analyze market data, identify opportunities, and develop go-to-market strategies
The Meeting Summary System proves it works. The question is: What else can you accomplish?
Ready to Explore More?
I'm Susan Merlo, and I specialize in helping wholesale distributors implement practical systems that generate real results.
Let's talk about what's possible for your company.
- Phone: (203) 994-9119
- Website: TheDigitalDistributor.com
- Free 30-minute Consultation: https://calendly.com/susanmerlo/
