Running Keen Bean as a service, Meeting Assistants
Keen Bean Agency Implementation, Productizing Client Discovery Calls
Learn how to capture, transcribe, and synthesize client meetings into deliverable specs and task cards without adding recording bots to calls. This course teaches agencies how to build retainer services around Keen Bean's real-time drafting and card generation, reduce post-call admin work, and resell meeting intelligence as a productized offering.
Open the decision record for Keen BeanWhat it commits you to
Published figures for this service. Blank fields are not published.
- Monthly tool cost
- entry tier: €50/month (from pricing tiers); higher tiers may apply as usage grows.
- Time to first value
- Not published
- Payback
- Not modeled, requires client pricing, labor costs, usage, overhead, and volume.
- Guided implementation
- 8 hours
Assessment
Evidence supports Keen Bean's capability to generate draft deliverables from client meetings, but the economic viability depends on your labor model and subscription cost control, not covered by public data.
An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.
Before you start
What has to be in place before the first client engagement.
Tools and subscriptions
- Keen Bean subscription (entry tier: €50/month or equivalent, as per vendor)
- Mac computer (specific model not specified)
- Calendar integration (for one-click meeting open)
- Obsidian or project folder for Markdown export
People and inputs
- Voice command familiarity (for 'hey Bean, mock that up')
- Understanding of the no-bot capture approach
- Local-first file ownership setup
Estimated investment: lowest paid plan: €50/month (or equivalent) plus any cost for a dedicated Mac, not specified.
Included with the course
6 working documents for delivering this service.
- Keen Bean Retainer Pricing Worksheetworksheet
- Client Discovery Call SOP with Keen Beansop
- Meeting Output Export Checklistchecklist
- Spec Draft Review Template for Clientstemplate
- Keen Bean Setup and API Key Configuration Guideguide
- Task Card Prioritization Workflowsop
Listed by name. These documents are not yet published as individual downloads.