Know who you spoke to, what was discussed and what comes next.
Keep people, commitments and related files connected so every conversation starts informed and the team’s approach stays nuanced but consistent.
30 minutes · Tailored to your workflow · No commitment
The next conversation should not depend on individual memory.
Broadsight connects meetings, correspondence, commitments and follow-up to the people, organizations and wider communications file, so a handoff does not erase the relationship history.
Before a stakeholder meeting
Ready for Thursday’s meeting with the mayor’s office.
Tuesday
The meeting is booked
You
The mayor’s office asks to meet about the expansion on Thursday.
Wednesday, 2 p.m.
Chippy reads the file
Chippy
It goes through every meeting, call and letter with the mayor’s office.
2:05 p.m.
Chippy prepares the briefing
Chippy
Open commitments, past concerns and who on your team knows them best.
Thursday, 10 a.m.
You lead the conversation
You
You go in knowing what was promised last time and what they’re likely to ask.
Thursday, 11 a.m.
The follow‑ups are logged
Broadsight
Notes and next steps go to the engagement log, linked to the issue.
Riverside Power is a fictional example.
One connected view
Make relationship context easier to use.
Capture the activity once, connect it to the right people and file, then use the history for preparation, follow-through and reporting.
From activity to insight
Understand the relationship landscape.
Ask which organizations are most active, which issues are generating engagement and where follow-up is accumulating.
- Prepare the next conversation with the previous history.
- Preserve commitments, correspondence and outcomes.
- Open the records behind a leadership update or trend.
Walk into the meeting already knowing what happened last time.
Bring one stakeholder workflow and see how Broadsight keeps the people, commitments and next steps connected.