Turning conversations into records.
WHAT TO EXTRACT
What they said they need Objections raised What was agreed Next steps, with dates Anything to follow up
HOW TO ASK
"Here are my notes from a call. Summarise: their stated need, objections, what was agreed, and my next actions with dates."
FROM A RECORDING
Transcribe, then summarise.
Tell participants they are being recorded. In many contexts that is a requirement.
WHAT TO CHECK
Who agreed to what Anything recorded as agreed that was actually discussed
Models readily convert "we might" into "they agreed to".
THE FOLLOW-UP EMAIL
"Write a follow-up email confirming what we discussed and the next steps."
Sending that within an hour is one of the highest-value sales habits available, and AI makes it fast.
WHAT TO RECORD
In your CRM, or wherever you track.
A summary in a notes file nobody reads is not a record.
THE PRACTICAL BENEFIT
Never forgetting what was agreed.
