Share-Builders Blog

Introducing ShareBuilder Assistant Consulting Call Summaries

Written by Taylor Snow | Apr 7, 2025 4:30:00 PM

We’re thrilled to announce the launch of the newest capability of ShareBuilder Assistant: Consulting Call Summaries, now available as a research preview. This new feature is designed to enhance and the existing ShareBuilder Consulting experience with AI driven note taking to extract critical insights like revenue forecast risks and upside, inventory areas of opportunity and oversell, key action items, and more.

By introducing Consulting Call Summaries as a research preview, our goal is to closely collaborate with our customers. We aim to identify strengths, refine features, and uncover new possibilities through your invaluable feedback. We're eager to explore the innovative ways our customers will utilize this tool and look forward to growing it together.

A Next-Level Approach to Consulting Calls

Currently, ShareBuilders Pricing customers typically meet weekly with a dedicated ShareBuilder Consultant. During these sessions, they discuss market trends, analyze inventory to identify strategic opportunities or manage periods of high demand, forecast revenue, prepare management or corporate estimates, and develop detailed rate cards based on data-driven recommendations.

Historically, these important discussions required extensive manual note-taking, often diverting attention away from collaborative dialogue. Customers frequently request detailed notes for internal distribution, particularly to later reference and to colleagues unable to attend meetings or corporate stakeholders who require comprehensive documentation. Additionally, detailed notes are essential for ShareBuilder Consultants covering calls for their peers, ensuring seamless continuity between meetings and consultants.

ShareBuilder Assistant's Consulting Call Summaries directly addresses these challenges by automatically:

  • Capturing full, participant-identified transcriptions of every conversation.
  • Extracting critical insights, including ad buys, revenue forecasts, inventory evaluations, and key action items.
  • Delivering structured, actionable summaries that accurately reflect all significant discussions and decisions.

Efficiency Meets Actionable Intelligence

Powered by advanced AI technologies, ShareBuilder Assistant Consulting Call Summaries provides numerous advantages:

  • Enhanced Focus: Eliminates manual note-taking, allowing participants to fully engage in collaborative discussions.
  • Immediate Insights: Clearly summarized information on ad purchases, forecasting strategies, and inventory management, empowering immediate, informed decision-making.
  • Improved Continuity: Quick and easy access to historical conversation details enhances preparation for future discussions.
  • Efficient Communication: Structured summaries are easily shareable with absent team members or corporate executives, ensuring consistent and informed communication.

Looking ahead, we plan to integrate these summaries seamlessly into our Pricing web and mobile applications, making the insights more accessible, searchable, and valuable across your entire team. This initial launch is just the beginning, and we're excited to see how our customers will shape the future of this powerful capability.

Collaborative Research Preview

ShareBuilder Assistant Consulting Call Summaries is currently offered as a research preview. We encourage our valued Pricing customers to opt into this new feature, actively engaging with us to refine and enhance its capabilities.

Get early access now and see firsthand how AI-driven technology can elevate your consulting workflows, increase operational efficiency, and deliver actionable business intelligence.

Next Steps

Are you ready to transform your consulting calls? Contact our team today to get started and help us shape the future of AI-enhanced consulting for the media industry.