Great Conversation. Now What?

Learn how Navi tracks action so clients and teams stay on course

Sometimes the most brilliant conversations don’t end in next steps. Monday’s meeting was so insightful, engaging and energizing that Tuesday hardly matters because it will never compare!

That’s the trap.

So many meetings and advisory calls feel like a win in the moment, but if there’s no follow-through, no upload, no decision, no movement… Then nothing’s actually changed.

Action matters! It’s one of the most overlooked parts of everyday communication, whether you’re talking to a client or a colleague.

Navi scores on “action” because it’s the moment that insight turns into movement and real results. Whether you’re on an advisory call or a team sync, your ability to clearly name what happens next is what keeps things moving.

Navi is a conversation tool built for accountants. It analyzes your real calls (with clients and colleagues) and gives personalized feedback across five key dimensions: clarity, authenticity, engagement, action and impact. Navi helps you see what’s working, spot what’s missing and grow overtime without judgement.

Action means ownership

Strong conversations end with clear, doable next steps. Not vague ideas, not “we’ll follow up.” Not “great chat.” Real actions. Named. Assigned. With deadlines.

That might sound like:

• “You’ll upload the bank statements by Friday, and I’ll review them early next week.”

• “Let’s check in on this in two weeks to see how it’s working.”

• “Once you send over the numbers, I’ll run the forecast and we’ll regroup Thursday.”

It’s not about being rigid; it’s about being clear. When everyone knows what’s happening next, things actually get done!

Why do we skip it?

It might feel awkward to assign something. Maybe it seems obvious. We’re rushing. The phrase, “Let’s follow up,” just flows off the tongue!

But when no one’s sure who’s doing what or when, things stall. Balls get dropped. Everyone’s more stressed.

This happens in client conversations and in team meetings. It happens in casual one on ones. And most of the time, no one realizes until something is delayed or forgotten.

Navi shows you where the momentum gets lost

When Navi grades for action, it’s looking at the end of your call and the moments leading up to it. Did you name what’s happening next? Did you assign ownership? Did you attach a timeline? Did you make sure everyone felt clear and capable of following through?

It also catches subtle breakdowns, like vague next steps or calls that end with no recap at all. Maybe you said, “We’ll reconnect on this,” but didn’t say when. Maybe your colleague left thinking you were taking the lead, but you left thinking it was on them.

Navi surfaces those moments, not to call you out, but to give you a chance to grow.

Action makes everything easier

When action is baked into the conversation, everyone feels more confident. You don’t have to chase people down. You don’t have to resend constant reminders. You don’t have to second-guess whether anything’s happening behind the scenes.

Even the best conversations don’t mean much if nothing happens afterward. Navi is here to make sure something does!