Use case
For agencies
Your top strategist can't be on every call. UtterNote captures their playbook so every account team can run it.
Where agencies use UtterNote
Client onboarding
Capture your discovery process; clone it per account.
Deliverable templates
Best deliverables → reusable templates.
New hire ramp
New strategists watch the best ones do the work.
Client-facing docs
Generate a polished doc from a strategy call.
Frequently asked questions
Can clients see our internal SOPs?
Only what you choose to share. Per-doc privacy controls.