Meeting & Follow-up Desk
Meeting & Follow-up Desk

A Digi World original · DW-SYS-016

Meet. Note. Close the loop.

Action items.

★★★★★(3)DW Certified

$22

USD · instant vault

USD · instant vault

Meeting & Follow-up Desk

Action items die in meeting notes and nobody owns the follow-up. One HTML desk: Log meetings — date, client, attendees, notes. Add action items inside each meeting. Follow-ups tab shows due dates and done toggles. Dashboard shows meetings this week and open follow-ups. Check follow-ups every morning until the list is clear. No call recording — you close the loop manually. Data stays local. Pairs with Professional CRM for the relationship desk.

Inside the vault

START-HERE Meeting-Followup-Desk.html Dashboard (week / open follow-ups) Log meeting (client, attendees, notes) Action items per meeting Follow-ups (due dates, done) Sample desk included

Who it’s for

Not for people who want a ghostwriter to do the work.

Science, not hype

Implementation intentions. Identity. Less choice. That’s why this is an OS, not a dump.

Licenses & words

★★★★★

Action items survive the call

Every client meeting gets notes and tasks inside the same record. Follow-ups tab is my morning checklist.

Michael Stevens · Chicago · Agency lead

★★★★★

Closed loops, fewer apologies

Due dates on follow-ups stopped the ‘sorry, that slipped’ emails. Done toggle when I send is satisfying.

Rachel Adams · Minneapolis · Project manager

★★★★★

Simpler than a CRM for calls

I only needed meetings and tasks — not a full pipeline. This desk does exactly that offline.

James Patterson · Philadelphia · Consultant

Questions

Do I need Otter, Fireflies, or a CRM?

No. Double-click Meeting-Followup-Desk.html. Meetings, notes, and action items stay in localStorage on this computer.

Can I track action items with due dates?

Yes. Add action items inside each meeting. Follow-ups tab shows due dates and done toggles — check every morning until clear.

Does it record calls?

No. You log meetings manually — date, client, attendees, notes. This desk is for closing the loop, not transcription.

How many seats? Can I resell it?

One studio is $22. Two seats is $35. Personal use. No redistribution, no marketplace dump of the HTML.

How do I get the files? Refund?

After name and email, the thank-you page has the zip. We also email that inbox. 7-day replacement if the zip will not open.

Unlock the whole house — $97

See the vault