For Consultants & Agencies
Deliverables—On Track.
Bloks isn’t just another AI note-taker; it’s a 360° Relationship-Intelligence Engine that aligns stakeholders and drives engagements forward—so every conversation advances the work.
Why Bloks for Consultants & Agencies
Bloks is your Relationship GPT—capturing every interaction, sculpting notes to your workflow, and forging a dynamic, firm-wide knowledge base that scales with every client and supercharges every team.
Client Context in Minutes
Lightning-fast 360° briefs pull proposals, decks, emails, and Slack threads, surfacing project goals, KPIs, stakeholder personalities, and recent feedback just before every meeting—so you walk in sharp.
Hands-Free Capture, Structured Output
Every conversation, file, comment, and decision is time-stamped, versioned, and instantly searchable—creating a single source of truth that protects institutional knowledge and prevents costly misalignment.
Instant Recall & Professional Follow-Ups
One-click recaps generate tailored email summaries, task lists, and project timelines right after the call, keeping stakeholders aligned, momentum high, and deliverables moving without administrative drag.
Zero-Friction Tool Sync
Notes, tasks, and data points flow directly into Asana, Monday, HubSpot, or CSV—eliminating dual entry, keeping dashboards current, and freeing consultants to focus on strategy, not busywork.
What Bloks Looks Like in Action
Watch Bloks transform every conversation, email thread, proposal, metric, and market insight into polished, client-ready intelligence—fueling confident recommendations at every step of the engagement.
Smart Capture
Record Zoom, Teams, or in-room workshops—no bots, zero fuss. Add your own notes, take silent screenshots for context, and trust in studio-grade recording that gets it right every time. All your notes, timestamps, and key clips flow into one engagement file so every nuance is documented and easy to reference.
Client & Company Briefs
Prep in minutes: Bloks assembles a one-pager with last actions, open deliverables, org roles, and stakeholder bios, so you join every call fully informed and ready to advance the engagement.
Sync to your CRM, every time–instantly
When the call wraps, Bloks pushes deliverable timelines, action items, and scope notes into your CRM automatically—zero copy-paste. Every insight lands in the right account, follow-ups are queued, and a single click spins out a clean CSV for client status reports.
One Click Recaps & RFPs
Spin meeting notes into polished recap emails, task lists, or RFPs seconds after the call. Owners, deadlines, and next steps hit inboxes fast—keeping momentum high and deliverables on schedule.
Ask-Bloks Search & Knowledge Base
Ask questions and Bloks surfaces answers across every touchpoint. The more you engage, the sharper its recommendations become. Ask “show all open action items for Acme redesign” and Bloks returns the list, owners, and deadlines—fueling proactive project management.
Team Collaboration & Access Control
Share notes and assets with partners, freelancers, or clients in one click. Granular permissions safeguard IP while giving each collaborator just enough context to stay productive and on brand.
“I walk into every call thinking, ‘Coach, put me in.’ Bloks has already briefed me on the people, the history, and the next moves—so I’m sharper and fully present.”
"I’d rather spend my time fully engaged, looking at the person I’m talking to rather than being distracted taking notes."
“Sure, I talk to founders, but I'm also running financial models and tracking multiple projects. Keeping track of critical details started to feel impossible.”
“The moment I installed Bloks, it prepared a rich brief for my next meeting — instantly. Then it started taking notes, with zero setup. It just worked.”
"It’s only five minutes before a client; I have a quick chat and — boom — Bloks, my assistant, reminds me what we talked about last time.”
Hear from professionals who trust Bloks
No more knowledge silos.
From Slack DMs to client calls, everything lives in Bloks and everyone sees the whole story.
Chris O.
Managing Partner, Media Agency
Pitch decks write themselves.
A two-word search pulls any past insight—our win rates shot up.
Jasmine L.
New Business Lead, Brand Agency
Creative meetings, not note-taking.
Bloks captures brainstorms and tags ideas by client, so the team’s free to riff.
Alex P.
Strategy Director
Hours back, every week.
Bloks auto-writes the recap and syncs tasks, so I’m onto the next project by Friday noon.
Maria S.
Principal Consultant
My second brain for clients.
It remembers nuance—like their kid’s graduation—and surfaces it right when I need it
Bryan Kramer
Co-Founder, H2H Companies
Decisions before I even read the deck.
Bloks stitches every client convo and doc into an executive brief—so I walk in with answers, not questions.
Ed Brill
Managing Director, Orchid Black
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
Enterprise-grade privacy for secure client management.
Compliant with financial regulations in Canada and the U.S.
All data stored securely.
- SOC2 Certified Infrastructure
We comply with financial and data security regulations in Canada and the U.S. All data is stored in secure, audited infrastructure.
End-to-End Encryption
We use TLS 1.2+ to secure data in transit and AES-256 encryption to protect data at rest—ensuring your information remains private and secure.
Data Residency Compliance
We support regional data hosting in Canada, the U.S., and Europe—helping you meet legal, regulatory, or client-specific residency requirements.
You Own Your Data
You stay in full control—your data is private, never shared, and never used to train AI models. Only your organization can access it.