Strategy Letter

The Strategy Letter is a plain-English summary of the agreed financial planning strategy, suitable for sending to the client as a record of the next steps. Like the other documents, TakeNote drafts it from the meeting transcript.

Generating the letter

Open a meeting, go to its Documents section, and select Generate on the Strategy Letter card. The meeting needs a transcript first. The letter streams in and opens in the document viewer, where you can Download Word or Regenerate.

What it contains

The letter sets out the agreed strategy in language intended for the client, focused on what was decided and what happens next. It is generated from the meeting, so it reflects that specific conversation.

Finding generated documents

Every document you generate — Review Letters, Suitability Reports, and Strategy Letters — is collected in the central Documents library and on each client's record. You can search by document, meeting, or client name, and filter by document type or client. Each row offers View, Download Word, and Regenerate.