Record a Zoom call, walk away. AI reads the transcript, drafts a professional proposal, and sends it with an e-signature workflow — before the prospect has even made a coffee. No notes. No follow-up delay. Ever.
See Demo C: The Meeting Test 647-948-4995Walk the prospect through your service on a live Zoom call. Press record. The AI handles everything else from here.
The moment the call ends, AI pulls the full transcript automatically — no copy-pasting, no manual uploads.
AI identifies key requirements, pain points, budget signals, objections, and timelines from the conversation.
A branded, formatted, professionally worded proposal lands in the prospect's inbox — with an e-signature link attached.
Connects directly to Zoom — transcripts are pulled automatically with no manual steps required from anyone.
AI identifies what the prospect actually cares about — their core problem, their budget range, their timeline, their objections.
Executive summary, scope of work, pricing, timeline, and next steps — all drafted to match the client's brand and offering.
Proposals include a one-click e-signature link. The moment they sign, Service 06 fires automatically — invoice and accounting.
From call end to proposal delivered: consistently under 5 minutes. No notes, no drafts, no back-and-forth required.
If the proposal isn't signed within 24 hours, automated follow-up sequences fire — reminding, nudging, and closing.
The final step: signature triggers automatic invoice creation, delivery via Wave, and accounting sync — zero human touch.
