-
01 / OVERVIEW
When staff change, the relationship should not disappear.
MET Business keeps leads, meeting context, ownership, and next actions visible beyond one employee.
Personal relationship memory stays personal. Company-assigned work remains accountable to the workspace.

Overview / what needs attention -
02 / LEADS
See every relationship that needs action.
Keep the owner, source, context, and follow-up status visible in one workspace.

Leads / ownership and status -
03 / FIND
Find the risk before it becomes a lost lead.
Filter the workspace to the relationships, owners, and next steps that need attention.

Leads / focused views -
04 / EVENTS
Keep the event connected to the work it created.
See events in the workspace, then keep the captured relationships moving afterward.

Events / relationship source -
05 / NOTES
The conversation becomes company memory.
Company meeting notes stay searchable and attached to the work they support.

Notes / company memory -
06 / NEXT ACTION
Turn meeting context into the next action.
Write the useful detail while the conversation is fresh, then keep it with the relationship.

Notes / capture the useful detail -
07 / AI USAGE
See how the workspace is using AI.
Notes Hours and AI Credits stay visible in the same control surface.

AI Usage / capacity at a glance -
08 / NOTES HOURS
Allocate recording capacity clearly.
See what is available, assigned, reserved, and used before the team runs short.

Notes Hours / allocation and use -
09 / AI CREDITS
Keep AI capacity visible, not mysterious.
Track available and allocated credits with the same clarity as the rest of the workspace.

AI Credits / visible capacity -
10 / ANALYTICS
See momentum across the team.
Use workspace signals to understand activity without turning personal relationship memory into company data.

Analytics / workspace signals -
11 / TEAM
Bring in the team. Keep ownership explicit.
Invite staff into the workspace so company-assigned relationships have a clear place to continue.

Invites / bring in the team -
12 / START
Start now. Grow on your terms.
Create the workspace yourself for up to 100 staff. Larger teams can contact MET for better pricing.

Plan and billing / self-service workspace
MET ecosystem · personal to company