How it works

From conversations to
client retention.

We automatically capture your client interactions, analyse what matters,
and turn it into clear next steps for your team.

1

Connect

Link your email, calendar and meeting tools.

  • Connect Gmail and your calendar
  • Add our bot to Zoom, Google Meet or Teams
  • Capture connected client calls automatically
Gmail31Google CalendarZoomMicrosoft Teams
2

Analyse

We analyse your client communications across five key relationship factors.

  • Rapport Score and trend
  • Key topics and sentiment
  • Commitments and action items
  • Meeting cadence and response times
  • Risk and growth opportunities
Rapport Score
42↓ 12

Key topics

BudgetTimelineTeam changesPerformanceRenewal

Renewal concerns and an outstanding report need attention.

3

Act

Get clear guidance on what to do next.

  • See recommended next steps
  • Prepare for upcoming calls
  • Follow through on commitments
  • Keep your team aligned

Next call brief

  • Key talking points
  • Recent concerns to address
  • Suggested next steps
  • Relevant context and history

Share the lead-quality report before the next call.

Set up your workspace.
Start seeing insights.

Connect your tools to get started.

Start free trial Book a demo

Ready to see the difference?

Book a demo and we’ll show you how Rapport Studio
works for your agency.

Book a demo Start free trial