Structured conversations → compounding organizational intelligence

Every small business has a person whose departure would expose the whole operation.

You know exactly who that is.

Mayetik captures what your key people know — customer relationships, process expertise, competitive context — through structured sessions that generate AI briefs your whole team can search and build on.

Used forKey person riskCustomer intelligenceWin/loss debriefsProcess knowledgeTeam healthFounder context

Recommended first session

Capture key-person knowledge before it becomes urgent

The easiest way to feel Mayetik is to run one focused session, generate the brief, then ask what it revealed.

Share with

Your highest-risk employee, founder, account lead, or operations owner

Time

15 minutes

Expected output

A searchable knowledge brief with role context, hidden dependencies, and handoff risks

Think about what’s in their head that isn’t written down anywhere.

In a large company, when a key person leaves, the team absorbs the loss. In a small business, there is no team. There’s just exposure.

The problem isn’t that people leave. The problem is that small businesses run on what specific individuals know — and almost none of it ever gets captured anywhere structured.

Mayetik gives you a way to change that — without adding a documentation burden, without asking people to write things down, and without needing an IT department to deploy it.

The knowledge that’s probably in one person’s head right now:

The real relationship with your three most important customers — what they actually care about, what you have promised, what is sensitive

The vendor who always comes through and the one you should stop using, and why

The process workaround everyone uses but nobody officially knows about

Why you stopped pursuing a certain type of customer two years ago

What the last three employees said when they left — what they meant vs. what they said

What a competitor is doing that your team has noticed but hasn't escalated

The client you almost lost and exactly what it took to save the relationship

How it works

No IT rollout. No documentation burden. A session takes 15 minutes.

1

Run a structured session

Describe what you want to capture — customer relationship context, process knowledge, win/loss debrief — and Session Studio designs the questions. Or start from a template. Share a link. No account needed for the person responding.

2

Get a brief automatically

Every completed session generates an AI knowledge brief: a summary, key themes, and the most important things to know. No manual write-up. No asking someone to document what they do — just have a conversation and get a record of it.

3

Onboard the next account manager

Ask plain-language questions across all your briefs and get sourced answers. When someone new joins, the knowledge is already there — customer context, process details, vendor relationships. When a key person leaves, the business doesn't leave with them.

Six ways small businesses use Mayetik

From key person risk to founder context — the knowledge problems every growing business faces.

Key Person Risk

If our operations manager left, we'd spend six months figuring out what she knew. She runs half this business from memory.

Run knowledge capture sessions with your most critical people — not when they resign, but now. Capture process expertise, vendor contacts, customer context, and institutional knowledge before it becomes urgent. One session generates a brief that stays searchable forever.

  • Knowledge sessions with your highest-risk staff
  • Institutional context that survives any departure
  • Searchable briefs from day one
Show 5 more ways

Customer Intelligence

Our account manager keeps the whole relationship in her head. What each customer cares about, what we have promised, what has changed. If she leaves, that all goes.

Run a structured debrief after every significant customer interaction. Each brief captures relationship context, commitments made, what the customer values, and what to watch for. When someone new takes over an account, they inherit the full history — not a blank CRM.

  • Customer relationship context that outlasts any one person
  • Debrief briefs after every key interaction
  • New account managers onboard in days, not months

Win/Loss Debriefs

We lose deals and never understand why. We win deals and cannot repeat it. The account rep knows, but we never capture it.

Run a 15-minute structured debrief after every won or lost deal. Each brief captures what the buyer cared about, which objections came up, what moved them, and what would have changed the outcome. After a quarter, synthesize across all deals — you will know what actually works.

  • Structured debrief after every deal — won or lost
  • Brief captures what the buyer really said
  • Synthesize across a quarter of deals in one click

Process Knowledge

Half our team does things differently. The best way to handle a return, run a project kickoff, or onboard a new client lives in one person's muscle memory.

Run structured sessions with your most experienced people to capture how they actually do their best work. Turn tribal knowledge into a documented process new hires can access from day one — without scheduling a two-week shadow period.

  • Process knowledge captured from your best people
  • Onboarding briefs for every role
  • Consistent execution without constant supervision

Team Health

By the time I find out someone is disengaged or burned out, they have already checked out. I am always the last to know.

Run regular structured check-ins with your team — anonymous if you want honest answers. Each session generates a brief. Ask what is getting in the way, what would help, what people need. Get real signals instead of what people say in a group meeting.

  • Regular team check-ins — anonymous option available
  • Brief for every response
  • Spot problems before they become resignations

Founder Knowledge

I have been running this business for 11 years. The decisions we made, the things we tried and failed, what our real competitive edge is — none of it is written down.

Run a series of structured sessions to capture your own institutional knowledge — why you make certain decisions, what you tried before, what the business's real moat is. The business becomes more scalable, more transferable, and less dependent on you being in the room.

  • Structured sessions to capture founder context
  • Decision rationale that outlasts your involvement
  • A business that can grow without you holding everything

Here’s what you get from every session

One session produces a brief. Multiple sessions produce a knowledge base your whole team can search.

AI Knowledge Brief

Account Knowledge Transfer · David M. · Departing

Completed

Summary

David managed 8 key accounts over 4 years. His most urgent flag: Hartwell Industries is in a leadership transition and the incoming VP of Operations does not know us yet — the relationship needs to be re-established before their Q1 procurement cycle opens. Sterling Group has a seasonal pattern David has never documented: they go quiet in August but are ready to expand scope every October.

Key themes

Hartwell relationship at risk — new VP incomingSterling Group seasonal pattern undocumentedThree accounts ready for expansion conversationsKey vendor contacts not in the CRM

Insights & recommendations

  • Schedule an introductory call with Hartwell's incoming VP before end of Q3 — David can join for continuity.
  • Flag Sterling Group for an October scope conversation; set a calendar reminder in September.
  • Update the CRM with three vendor contacts David manages informally — currently in his personal contacts only.
Generated automatically on completion8 questions · 25 min

Built for lean teams

No IT department required. Up and running in under five minutes.

One subscription covers your whole team. The people you run sessions with — customers, employees, vendors — never need an account. Share a link, they respond in a browser tab. Voice input is available if they prefer to talk rather than type. Nothing to install, nothing to configure.

No account needed for respondentsNo IT setup or rolloutOne subscription for your whole teamVoice input availableWorks on any device
Recommended starting point

Start with a Key Person Knowledge Capture

You already know who to run this with first. The goal is simple: get what they know out of their head and into a format that lives with the business. Customer relationships, process knowledge, vendor contacts, institutional history — structured and searchable before they leave, take leave, or are simply unavailable.

No per-viewer seats. No IT rollout. One workspace covers your whole team. Start directly from the template and Mayetik opens the session builder for you.

Key Person Knowledge Capture

Template
1.

Which customers or accounts need the most relationship context — and what do you know about each that isn't in the CRM?

2.

Which vendors, contractors, or partners would be difficult to manage without your specific knowledge?

3.

What processes do you run that aren't documented anywhere — and that would stop or slow down without you?

4.

What would be hardest for someone to figure out in their first 30 days in your role?

5.

Is there anything about the business that you think leadership doesn't fully understand from your vantage point?

5 questions · ~20 min · AI brief generated on completion

Start with the person you can least afford to lose.

Free 30-day trial. No credit card. No per-viewer seats. No IT rollout. You’ll have a live session ready in under five minutes.

You already know who holds the most knowledge in your business. The only question is whether it lives with them or with the company.

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