for freelancers
Walk into every call knowing exactly where you left off.
Good call with Priya. She wants the proposal by Monday, and it has to come in under $12k. Invoice Harbor Dental for September. Workshop in Boston on the 21st.
people
projects
Proposal for PriyaDue Mondaynotes
Budget ceilingUnder $12ktasks
calendar
Workshop in BostonThe 21stA week with beckett.
Monday
Tuesday
Wednesday
Thursday
Friday
Every client, one page.
The history, the open questions, and what you promised, kept with the person who asked.
Scope, decisions, next steps.
A project page that holds what was agreed, so nobody has to remember it twice.
Website pilot
agreed
open
Ask before you dial.
Thirty seconds before the call, ask what you agreed last time.
What did Priya and I agree last time?
A proposal by Monday, under $12k, with a review after the first draft. She'd rather talk it through on a call than over email.
Use it from your AI agent.
Connect beckett to Claude, ChatGPT, or Muse and ask for any of this there. Whatever your agent saves shows up in beckett.