Customer story
One workspace when clients use different recorders
Foundation5 consultants run engagements across Fathom, Zoom, and client-preferred stacks. SmarterMeetings unified follow-up with client tags and shared meeting history—so prep for the next steering committee doesn't depend on forwarded links.
Challenge
- Hours hunting through inboxes for client call context
- Action items lost between personal recorder accounts
- Handoffs broke when engagement leads changed
Solution
- Connected Fathom and Zoom into one inbox
- Tagged every external call to the client engagement
- Extracted and assigned tasks with owners before marking reviewed
Outcomes
Manual note processing
[TBD — pending customer approval]
Action item completion
[TBD — pending customer approval]
Quantified metrics pending customer approval—we publish only verified outcomes.
“Connecting Fathom and Zoom into the same workspace saved hours of hunting through inboxes. The client tagging alone changed how we prep for engagements.”