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BUY BACK YOUR TIME

WELL AWARE MEETING NOTES

AND FOLLOW-UP

BUY BACK YOUR TIME

WELL AWARE MEETING NOTES AND FOLLOW-UP

DON’T LET IMPORTANT INFORMATION OR ENGAGEMENTS SLIP THROUGH THE CRACKS.

Stay focused in meetings without worrying about next steps. At Well Aware, we help meticulously record information, handle executive follow-ups, and ensure your responsibilities remain accounted for.

Stay engaged on your business. We can handle the rest!

DON’T LET IMPORTANT INFORMATION OR ENGAGEMENTS FALL THROUGH THE CRACKS.

Stay focused in meetings without worrying about taking notes or organizing next steps. At Well Aware, we meticulously record information, handle executive follow-ups, and ensure your emails and meetings remain up-to-date.

Stay engaged in your meetings. We can handle the rest!

NOTE-TAKING AND FOLLOW-UP SERVICES

Every meeting is a task in itself, and each one requires careful attention and structure. Our Well Aware Virtual Assistants become knowledgeable about the intricacies of your different operational branches and learn the best ways to navigate them alongside you as you conduct your business with others each day.

Our goal is simple: To ensure that every action stemming from your business activities is efficiently executed. This involves organizing responsibilities, triggering workflows, and automating what we can to keep all appropriate systems seamlessly updated. 

NOTE-TAKING AND FOLLOW-UP SERVICES

NOTE-TAKING AND FOLLOW-UP SERVICES

NOTE-TAKING AND FOLLOW-UP SERVICES

Every meeting is a task in itself, and each one requires careful attention and structure. Just like an executive assistant, Well Aware Virtual Assistants become knowledgeable about the intricacies of your different operational branches and learn the best ways to navigate them.

Our goal is simple: To ensure that every action stemming from meeting notes that needs to be done is efficiently executed. This involves assigning responsibilities, triggering workflows, and automating what we can to keep all appropriate systems seamlessly updated. 

BENEFITS OF WELL AWARE

Our tailored, reliable approach to meeting notes helps you navigate challenges, streamline processes, and buy back your time. Here’s why you should be well aware of Well Aware:

STRESS LESS

 

After taking back-to-back meetings, thinking about what comes next can be overwhelming. With our support, you can leave the meeting room with peace of mind, knowing you won’t have to spend your evening fretting over what you’ve just discussed. Your virtual assistant takes care of the follow-ups, allowing you to unwind, recharge, and stay well.

GAIN INSIGHTS

 

With our meticulous documentation process, you gain more than just meeting notes. You also gain valuable insights into your operations. The information you have on hand lets you reflect on your past performance, identify areas for improvement, and make more informed decisions.

IMPROVE ACCOUNTABILITY

Engaging with your work doesn’t end when your meetings do. You’re buying back time to analyze your meetings, which you can use to gain a sharper perspective on your work and its impact. This meta-level approach ensures that you’re not just doing the work — you’re actively shaping its direction for greater success! 

BENEFITS OF WELL AWARE

Our tailored, reliable approach to meeting notes helps you navigate challenges, streamline processes, and buy back your time. Here’s why you should be well aware of Well Aware:

STRESS LESS

After taking back-to-back meetings, thinking about what comes next can be overwhelming. With our support, you can leave the meeting room with peace of mind, knowing you won’t have to spend your evening fretting over what you’ve just discussed. Your virtual assistant takes care of the follow-ups, allowing you to unwind, recharge, and stay well.

GAIN INSIGHTS

With our meticulous documentation process, you gain more than just meeting notes. You also gain valuable insights into your operations. The information you have on hand lets you reflect on your past performance, identify areas for improvement, and make more informed decisions.

IMPROVE ACCOUNTABILITY

Engaging with your work doesn’t end when your meeting does. You’re buying back time to analyze your meetings, which you can use to gain a sharper perspective on your work and its impact. This meta-level approach ensures that you’re not just doing the work — you’re actively shaping its direction for greater success! 

HOW WE APPROACH

MEETING NOTES AND FOLLOW-UPS

Here’s what happens when you have a Well Aware Virtual Assistant working for you:

SUMMARIZE MEETINGS 
& ORGANIZE TASKS

After each of your meetings, we can summarize the important points discussed and organize all meeting records, including transcripts, recordings, and any handwritten notes. Using tools like Fathom, we craft a detailed report covering discussions, action items, key decisions, and any required follow-up tasks. Then within your preferred tracking system, we can follow through on those outstanding responsibilities.

summarize meetings and assign tasks

HOW WE APPROACH MEETING 
NOTES AND FOLLOW-UPS

Here’s what happens when you have a Well Aware Virtual Assistant working for you:

summarize meetings and assign tasks

SUMMARIZE MEETINGS 
AND ASSIGN TASKS

After the meeting, we summarize the important points discussed and organize all meeting records, including transcripts, recordings, and handwritten notes. Using tools like Fathom, we craft a detailed report covering discussions, action items, key decisions, and any required follow-up tasks. 


organize and prioritize

SYSTEMIZE & PRIORITIZE

Using Google Calendar among other methods, we can create timely reminders for each of your follow-up tasks. These reminders are strategically scheduled so that they’re completed in logical order, helping prioritize tasks and prevent overlooking important items.

organize and prioritize

ORGANIZE AND PRIORITIZE

Using Google Calendar, we create timely reminders for each follow-up task. These reminders are strategically scheduled so that they’re completed in logical order, helping prioritize tasks and prevent overlooking important items.


CLOSE LOOPS

Follow-up tasks often lead to additional action items. We track the progress of each task, provide you with regular updates, and ensure smooth collaboration to get tasks done accurately and on time. Help us help you: we're grateful to close loops for you wherever we can.

close loops
close loops

CLOSE LOOPS

Follow-up tasks often lead to additional action items. We track the progress of each task, provide you with regular updates, and ensure smooth collaboration to get tasks done accurately and on time.


reflect and improve

REFLECT AND IMPROVE

The time you save is time you can spend thinking about meeting outcomes and identifying areas for improvement. We help in this process by offering insights and analysis based on the information we gather, allowing you to refine your strategies and identify new opportunities.

reflect and improve

REFLECT AND IMPROVE

The time you save is time you can spend thinking about meeting outcomes and identifying areas for improvement. We help in this process by offering insights and analysis based on the information we gather, allowing you to refine your strategies and identify new opportunities.


BECOME WELL AWARE

When you reflect on your work, you gain invaluable self-awareness. As a result, you become a part of the meeting follow-up structure without being over-encumbered by the work that comes with it.

become well aware
become well aware

BECOME WELL AWARE

When you reflect on your work, you gain invaluable self-awareness. As a result, you become a part of the meeting follow-up structure without being over-encumbered by the work that comes with it. 

MEETING NOTES AND FOLLOW-UP

WITH WELL AWARE

Don’t be burdened by administrative tasks. Leave meetings feeling relieved, knowing that follow-ups are handled. Instead, take the time to relax, recharge, and gain a sharper perspective.

Are you ready to buy back your time?

MEETING NOTES AND FOLLOW-UP WITH WELL AWARE

Don’t be burdened by administrative tasks. Leave meetings feeling relieved, knowing that follow-ups are handled. Instead, take the time to relax, recharge, and gain a sharper perspective.

Are you ready to buy back your time?

Cogent Connections
CopyForward
OurApps
Cause Way
Cogent Connections
CopyForward
OurApps
Cause Way

What I appreciate most about Conrad is his ability to make time management simple and accessible. He is a gifted communicator who can explain complex concepts in an easy-to-understand manner, and he is patient and supportive in his approach to coaching and training. Whether you are struggling to meet deadlines, feeling overwhelmed with your workload, or simply looking to enhance your productivity and efficiency, I believe that Conrad can help you achieve your goals.

Joshua Krafchick

Joshua Krafchick

CEO | 369 Financial

Conrad has been extremely helpful in assisting me to better utilize my time as a business owner. The advice, connections, and virtual assistant services that he has provided have allotted me the extra time needed to focus on the operations and growth of my business. As a business advisor myself, I know that managing periods of growth are crucial to the success of the business. Thank you Conrad!

Heather Starke

Heather Starke

CEO | Starke Business Services

Getting to know Conrad means that you are going to have intelligent, inspiring, and motivating interactions. Conrad and I have been collaborating on a few projects for over a year. Conrad is a very effective communicator and innovator- one with patience and ingenuity combined with the ability to break down subject matter. I always come away with new ideas after our conversations - thanks, Conrad! It’s without hesitation that would I recommend Conrad if you are looking for the best in time management.

Jan Raeder

Jan Raeder

Founder | SelfCare Sensei

Everyone should have a Conrad Ruiz in their life and business. Conrad is a scientist and an expert when it comes to the subject of harnessing time, energy, and focus. In one unique instance, he coached me through reorganizing my office, and in one hour I was able to COMPLETELY organize my office....which was a goal I had procrastinated for over a year. If you have the chance to work with Conrad on anything from your business to your personal life. Don't hesitate. There's no question you will be more clear and confident after working with him.

Brian Breen

Brian Breen

Founder | The BOLDr Project

I highly recommend Conrad Ruiz and the excellent coaching he provides. Conrad has really helped me to organize my work life – making me much more effective. His listening skills are excellent and he approached my work as if it were his own – a great partner! If you are looking to increase motivation, improve productivity, reduce redundancy and just make your work less stressful then check out Well Aware.

Peter Thomas

Peter Thomas

President | CauseWay Consulting

Conrad and his team are among the most dedicated people you could ever hope to meet. They approach every project with care, are invested in your success, and are a joy to work and collaborate with. Personally, Conrad has the inquisitive nature and patience of a therapist, as well as the resolve to tackle tough problems and present hard truths when needed. He is tech-savvy, creative, well-connected, and a problem solver.  I count my blessings working with these wonderful folks everyday! If you are lucky enough to be afforded the opportunity as well, move quickly!

Christopher Gittings Headshot

Christopher Gittings

CEO | Cogent Connections

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