An unnamed call reads Name this call. Click it and type. The header also carries + Role and + Company for who you spoke to.
| Field | What it is for |
|---|---|
| Name | How you will find it later |
| Role, Company | Who you spoke to |
| Project | Which project it belongs to. Personal until you file it |
| Segment | Your firm's own categorisation |
| Source | Which expert network arranged the call |
| Call type | Meeting or Interview |
Source
If the call came through an expert network, record which one. Junior lists the usual ones (AlphaSights, GLG, Guidepoint, Third Bridge, Tegus, Dialectica, proSapient, Arbolus, Arches, Atheneum, Coleman, Colift, Magellan, Maven, Six Degrees and others) plus Client intro, Office hours and LinkedIn for calls that did not come from a network.
Filing it out of Personal
New calls start in Personal if you did not set a project while recording. Set the project on the call and it moves. Junior confirms with Assigned to and the project's name.
Changing the call type regenerates the type-specific output: takeaways go back to pending and are produced again. Do it when you notice, not repeatedly.
Questions
What is Personal?
Calls that are not in a project. It is where a recording lands if you did not choose a project, and Junior describes it as calls to file when you are ready. Filing them properly is what makes them findable by the people who need them.
What does changing the call type actually change?
Quite a lot. Interviews get a cleaned question-and-answer transcript; meetings do not. The takeaways and summary are produced differently too. So a client interview filed as a meeting produces noticeably less useful output than the same audio filed correctly. See meetings and interviews.
Why does it matter which expert network a call came from?
Because your firm is tracking what it spends and what it gets from each network, and that only works if calls are attributed. It takes a second on the call and is tedious to reconstruct later.