Cava is a client-relationship notebook for independent consultants preparing thoughtful follow-ups and useful next conversations.
The problem to solve
A contact list captures who a client is. It rarely captures the open question that should shape the next meeting.
The proposed approach
Write the client’s current objective and the next agreed action. Keep private personal detail out of the relationship record.
Working with the example
Discovery
The sample records “Scope question” as context and “Next Tuesday” as its state. In a real client relationship planning process, the source and responsible role should be checked before acting on that state.
Delivery
The sample records “Review milestone” as context and “Next week” as its state. In a real client relationship planning process, the source and responsible role should be checked before acting on that state.
Follow-up
The sample records “Outcome check” as context and “Next month” as its state. In a real client relationship planning process, the source and responsible role should be checked before acting on that state.
This preview shows the product direction. It has no account system, integrations or live record storage.
Interactive sample ↗