In reading this article you will understand:
- Where specialist tools like Dynamic Planner fit after everyday pilots with Teams, Zoom and Otter.
- How to choose a platform by use case and plan a small, safe pilot.
- The governance steps a small UK firm needs (purpose, consent, retention, bias).
- How to create light, fileable evidence under the Consumer Duty.
- How to turn transcripts into clearer follow‑ups that reduce back‑and‑
- A simple plan you can start this month.
Why this piece, and how to use it
This article, and the process outlined in the appendix below, is to help you turn the ideas we explored in my last post yesterday, into steps you can try in your very next meeting if you wish.
We suggest beginning with the tools you already have in your business. We will try to highlight a few reliable signals and turn them into clearer next steps for you and your client.
If you missed Part One, where we explained what today’s tech can and can’t measure, you may want to read that first, as this will make more sense when you have and then come back here. It sets the scene and takes five minutes: Read Part One
