Roundee’s recording feature offers amazing functionality to businesses in a range of industries but getting the most out of means taking a considered approach.
We want Roundee to be an indispensable part of your business. If you’re already using Roundee, read on and let us show you how to intelligently use our recording feature to help you track client relationships, manage projects and assess performance.
Record early and often
If you’re a business that prizes having a strong, traceable paper trail for each project and client, make sure that paper trail is complete. One of the worst things you can do with the Roundee recording feature is forget it’s there until it’s too late, leaving something important to go unrecorded.
Don’t just make it a habit to start recording at the beginning of every call – make it a company policy. Individual employees won’t always be able to guess when something vital is going to be said in a meeting. It’s not just onboardings and contract-signings that need to be recorded – often the most valuable things to have on file are subtle things like the first mention of an issue from a client in a regular catch-up, or a vague promise for delivery of work from an employee. Being able to trace disputes back to their point of origin before you ever get an angry phone call can go a long way to protecting your business’ bottom line.
Using Roundee’s recording function for every meeting allows management total visibility over the entire life-cycle of a project or client relationship, letting you pinpoint where problems began, where requirements changed and where mistakes were made.
Pull out key insights
If you’re building a report on a client to a strict deadline, you don’t have time to watch hours of recordings to find the stats and facts you need. Instead of combing through video recordings looking for a single piece of data, save yourself the time by making use of Roundee’s timestamped meeting note feature.
As you’re in the meeting, take the time to jot down important thoughts and comments – Roundee will automatically time-stamp them, allowing you to easily return to key moments in the conversation later. It’s just one more way we’re helping you make better use of your recordings.
The art of archiving
Once you have your video or audio recording, it’s not enough to let it sit on your hard drive forever. Every client meeting has something to offer by way of a lesson – whether it’s a general rule about how to negotiate with prospects, or just some insight into the way a long-term client thinks, there’s always value in a recording to someone other than the recorder.
Take the time to establish a way to store these recordings. Be aware that not every recording is going to be fit for public consumption, and there are things said in some meetings that not everyone in the company is authorised to hear. As such, we recommend establishing multiple repositories – one centralised server where recordings suitable for wider distribution can be shared, and other, more private locations where recordings specific to an individual department or organisation tier can be referenced on demand.
As with all files, make sure you name them in a legible and easy to understand way, including at the very least the date, the departments/clients involved and maybe the topic of conversation. Your future self will thank you for taking the time to ensure they don’t waste hours hunting for the right recording.
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