What You Will Learn
When you can be fully present with clients during meetings, everyone wins. Client meetings aren’t just about exchanging information, they are about listening to needs, sharing creative solutions, and building trust. The challenge here is the need to be simultaneously problem-solving, maintaining eye contact, and documenting important details.
AI-powered note-taking tools can capture every detail of client meetings without dividing your attention. These tools handle the documentation while you focus entirely on creating stunning spaces for clients and putting them at ease. Attendees will learn how to use meeting recordings and AI note-takers to improve record-keeping, generate efficient summaries and action items, and enhance the overall client experience.
By the end of this webinar, participants will have a clear understanding of how to use AI note-taking in client meetings, saving time, reducing errors, and delivering a higher level of service.
Learning Objectives:
- Discover how AI note-taking tools can improve client engagement and ensure no detail is missed during meetings.
- Learn the practical steps to implement AI note-taking in both in-person and virtual client consultations.
- Understand best practices for legal compliance and client communication when recording and transcribing meetings using AI.
Featured Presenter
Brandy Lawson, CEO, FieryFx
Brandy Lawson has been described as a world-class explainer and a catalyst for uncovering valuable insights and distilling them into clear and effective actions. As a repeat NKBA webinar presenter and KBIS 2025 VFTI speaker, Brandy brings proven expertise in AI implementation and business innovation specifically tailored for Kitchen & Bath design businesses.
Her decades of experience working in the technology and software world, combined with her direct experience building her agency and mentoring Kitchen & Bath business owners, shapes her unique perspective on AI, software & automation in the luxury design industry. Brandy specializes in helping K&B businesses navigate the complex world of systems & apps, from sales process optimization to project management automation.
Clients and partners praise Brandy for her extraordinary insight, infectious positivity, and unwavering authenticity. With a passion for innovation and an affinity for solving the specific challenges facing Kitchen & Bath designers, she is dedicated to shortcutting the sh*t and helping design businesses thrive without sacrificing their creative focus.
Brandy is the driving force behind FieryFX, a cutting-edge agency that exclusively serves Kitchen & Bath design businesses, helping them standardize, simplify, and innovate for more profitable and less stress. Through her dynamic and engaging weekly podcast, “Elevated,” she delivers snackable knowledge bombs on leveraging AI, systems, and smart business practices to scale K&B businesses while maintaining work-life balance.
Brandy describes herself as a tech enthusiast, a lover of extravagant shoes, a pursuer of clarity, and a reforming know-it-all whose passion for empowering K&B companies to thrive makes her a sought-after speaker in the design industry.
