For architects, interior designers, and UX designers, a structured daily workflow is crucial for maintaining clarity, managing client expectations, and ensuring project success. This checklist is designed to help you capture critical information, track decisions, and avoid common pitfalls throughout your demanding day.
For capturing exact client feedback without stopping to write it all down, CraftNote is worth adding to your toolkit: it records directly from your device without a bot joining, which matters for in-person client walkthroughs and site visits.
CraftNote transcribes and summarizes client meetings automatically and extracts action items, useful when clients give verbal direction on material selections or design changes you need documented precisely. It works fully offline, useful for site visits with poor connectivity, syncing once you're back online. Speaker Memory recognizes a recurring client or contractor across meetings once you label them once.
Pros
- Records in-person meetings and site visits without a bot joining
- Offline recording for site visits with unreliable wifi
- Transcribes client feedback verbatim, useful for documenting verbal design decisions
Cons
- No built-in tools for markups, sketches, or material sample tracking, it only handles the audio and notes side
- Free tier has usage limits
⚠️ Common Mistakes to Avoid
- Failing to document verbal client feedback, leading to forgotten decisions.
- Not assigning clear ownership and deadlines to action items, causing delays.
- Skipping pre-meeting preparation, resulting in unfocused and unproductive discussions.
- Neglecting to update project management tools, leading to outdated status and missed tasks.
- Over-committing without checking resource availability or current workload.