The meeting was the work. The notes were the evidence.

Three weeks later the client remembers the commitment differently, and there is nothing to point at except somebody's memory.

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Simon ReedPartnerthis week
FixScope agreed out loud, never confirmed in writing
SaySend the scope note: the agreements are already listed
Because46:20 — “So we start with the audit and decide the rest after.”

The proposal was right and the client picked somebody else

01
A partner runs the scoping call
02
A manager writes the proposal from notes
03
The proposal does not match the call

What the partner stops carrying in their head

Every commitment gets an owner and a date

Every agreement becomes a task. What the room left unsettled stays visible instead of quietly disappearing.

A recap the client can read

One link, in their language, expiring when you say, with the recording attached only if you want it.

Evenings back

Nobody writes minutes after a full day of meetings. The recap is ready before the next call starts.

How it works on your conversations

Five parts of the same job, in the order a partner meets them.

01/05

Turn the scoping call into the scope note

The meeting comes back as topics with timestamps, the commitments made in it with an owner and a date on each, and the questions the room raised and never closed.One scoping call: what was discussed, what was agreed, and who owns it.

Meeting record

Pilot scope and launch conditions

Thursday, July 9 · 09:00 – 09:36 · 36 minutes

In the room: Maria Feldt, Oleg Rahn, Tomas Prieto · Summary available in EN, DE

What was discussed

  • 04:2806:17Why the first attempt gave weak results

    The trial ran on a generic checklist instead of the standard this team actually uses, and on ten calls rather than a normal week. Both sides agreed the comparison was not fair to either side.

  • 11:5220:39Shape of the pilot

    One team, three weeks, the standard written from their own recordings. Cost is calculated after the scope is fixed, not before.

  • 24:5433:49What the team gets to see

    Weekly plan per rep, the deals that went quiet, and progress against the same items week over week. Nothing that names a person outside their own manager.

Tasks and agreements · Open a task to see the sentence it came from

TaskOwnerDue

View in tasks hub →

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02/05

Keep the unsettled question visible

Somebody says “let us come back to the commercial terms” and the room moves on. Everybody leaves believing it closed. Here it is carried forward, so it comes back before it becomes a change request.The question everyone thought was closed, still on the record.

Raised and never settled

Not tasks. Questions that came up, moved on, and left the room thinking they were closed.

  • Every date discussed since May assumes this is done. Nobody has named the person who does it.

    Where it came up

    1. May 14First call22:10«We will need to run it past security at some point, obviously.»
    2. Jun 3Scope call09:47«Security is a formality for us, it never blocks anything.»
    3. Jul 9Pilot conditions31:02«So we start in August, assuming the security thing is fine, right?»
  • Two people have said “we”. Neither has said “I”.

  • Raised once, answered with a joke, never returned to.

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03/05

Send the client a recap they can open

The client was never in your system and never will be. They get a link that opens in a browser, in the language they read, and it stops working on the day you choose.The agreements, in their language, with an expiry you set.

Share summary link

Creates a link that opens in a browser. No account, no invite, no access request.

Summary language

Link expires in

The recording opens with the summary.

The link they get

What they open · English

Pilot scope and launch conditions

Agreed: one team, three weeks, the standard written from your own recordings. The exact cost follows once the scope is fixed. Open on your side: who signs off the security review.

7 days · ▶ recording attached

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04/05

Find what was said, across the whole engagement

Search the year, not one recording. What the client said about the audit scope in March, who was in the room, and their exact words — with the meeting and the minute attached.Not an hour-long recording — the sentence, the meeting and the minute.

Search across every meeting you sat in

3 found in 3 meetings

Try:

  • Pilot conditionsJul 9Maria Feldt31:02

    So we start in August, assuming the security review is fine, right?

  • Scope callJun 3Tomas Prieto09:47

    Security is a formality for us, it never blocks anything.

  • First callMay 14Maria Feldt22:10

    We will need to run it past security at some point, obviously.

Not a link to an hour-long recording. The sentence, the meeting and the minute.

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05/05

Rank what clients hesitate about before signing

Across a quarter of scoping calls the same handful of hesitations come up. Each arrives with how often clients raised it — and how often somebody actually answered it in the room.40% worked out means 60% quietly went nowhere.

What stops your buyers

Every objection heard this quarter, and how often the team actually got past it.

113calls with at least one objection

40%worked out overall

«Before we go further, how does this work if we start mid-quarter?»

Forty per cent worked out means sixty per cent of interest quietly went nowhere.

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Built for how an engagement actually runs

1 / 5 · swipe or tap

The scoping call

Where the engagement is won, and the one nobody writes up properly. It becomes the first draft of the scope note.

Engagement letter

Which meetings are eligible is your decision. Internal reviews, scoping calls, steering committees — you choose, we work inside the line.

Offline meetings

A meeting in a client's office goes onto a phone recorder and gets uploaded by hand. It comes back the same way a video call does.

Billable hours

An hour spent writing up a meeting is an hour nobody invoices. That hour goes back into the week.

Scope disputes

Three weeks later the client remembers it differently. The sentence, the minute and the recording are one search away.

Where to start

Each product is bought on its own. Start with the one that hurts.

See the demo now. Then run it on yours.

A live demo of our products and a real conversation
about your revenue growth problem.

45 minutes · nothing to prepare
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