A discovery call ends, and the scope, budget, and timeline the client just gave you live only in your notes — or your memory. By the time you sit down to write the proposal, you're reconstructing the conversation instead of just formalizing it. Every hour between the call and the proposal is an hour a competitor could close the gap.
How it works for you
Turns the transcript into a proposal outline: scope, budget range, and timeline, pulled from what the client actually said, not a generic template.
Updates the deal stage automatically — "Proposal" the second numbers come up on the call, no manual pipeline management.
Tracks the proposal after it's sent and chases a quiet client before the deal goes cold, with a drafted check-in ready to go.
“I stopped taking notes in June. Penny's recaps are better than mine ever were — and they show up before I'm back at my desk.”
Dana Whitfield
Owner, Whitfield & Co. Accounting