Meeting Intelligence

The meetings that sign clients leave clues. We find them.

Every meeting scored against your own playbook, and every pattern turned into coaching for your team.

43%talk time is the golden ratio on winning sales callsGong.io, 326K sales calls analyzed
65%talk more than this and conversion and win rates fallGong.io sales call research
56%of new information is forgotten within the hour, without notesEbbinghaus forgetting curve · replicated in PLOS ONE, 2015
16questions or fewer on winning calls. Losing sellers ask about 20Gong.io sales call research
01
The report

Nobody takes notes. Everybody gets the report.

The notetaker joins on its own, and minutes after the call the report lands: the score, the outcome, talk ratios, every objection and whether it was resolved, and the next step that was committed to.

POST-MEETING REPORT · JAMES CARTER · 41 MIN
James Carter · Business Formation Consult
Eli Brennan · Fri Jun 6 · 41 min · scored against your playbook
68
MEETING SCORE
OUTCOME
Advancing
MATTER
Estate plan
OBJECTIONS
1 · resolved
TIMELINE
Year-end
WHO DID THE TALKING · Eli 57% · target 45%James 43%
Next step secured: signing meeting booked, documents by FridayCOMMITTED · 38:12
written and filed before you are back at your desk
02
Key moments

The five quotes that decided the meeting, ready to replay

The problem, what a win looks like, the objection, the turn, the commitment. Each one pinned with its timestamp, and one click jumps the recording to that exact second. Nobody re-listens to 41 minutes.

KEY MOMENTS · FIVE QUOTES THAT DECIDED IT
1:08THE PROBLEM“He stopped responding to my emails about the buyout terms.”
3:03WHAT A WIN LOOKS LIKE“I just want this resolved before the end of the year.”
6:32THE OBJECTION“I got a quote from another firm that was quite a bit lower…”
9:04THE TURN“Okay, that structure actually helps a lot. I did not realize you did flat fees.”
38:12THE COMMITMENT“Yes, I can get you the documents tomorrow and the kids’ info by Friday.”
click any quote and the recording jumps to that second
03
Read the prospect

What is driving them, and how they will decide

Every report extracts the prospect’s real motivations in their own framing, and the decision criteria they stated or implied. Read it before the follow-up and every message speaks to what actually moves them.

READ THE PROSPECT · FROM THE TRANSCRIPT
What’s driving James
his motivations, in his own framing
His partner went silent after the March disagreement
Quiet fear the old operating agreement leaves him unprotected
Wants a clean exit, fair buyout or full sale, by year-end
Months of stress on top of running the business
How he’ll decide
criteria stated or implied
Fee predictability
STATED · FLAT FEE LANDED
Speed to resolution
STATED · YEAR-END
Confidence it’s been done before
IMPLIED · CASE STORY WORKED
read this before the follow-up call · your next message speaks to what moves them
04
Who did the talking

Talk less, sign more, with data to prove it

Talk share against your target, questions asked, longest monologue with its timestamp, interruptions. When the attorney talks 57% against a 45% target, the next meeting has one clear fix.

WHO DID THE TALKING · TARGET 45%
Eli talked 57% of the meeting, above the 45% target
Eli · 57% · 5m 08s45% TARGETJames · 43% · 3m 51s
6 questions asked · longest monologue 2m 30s at [4:00] · 0 interruptions
James: 0 questions asked · longest answer 55s · 174 words to Eli’s 405
the next meeting has one clear fix, with the timestamp to review
05
Playbooks

A playbook for every kind of meeting

Write each process in plain English: nine steps for consultations, seven for intake calls, a lighter list for client reviews. Meeting types flow straight from your booking pages, so every meeting is scored against the right playbook automatically.

YOUR PLAYBOOKS · ONE PER MEETING TYPE
Consultation playbookDEFAULT
9 steps · v2 · 31 meetings scored
Business Formation ConsultContract Review Consult
Patent intake call
7 steps · v1 · 12 meetings scored
IP Strategy Session
Existing client review
5 steps · adherence tracked, no score
Quarterly Portfolio Review
written in plain English · unassigned meeting types use the default · each versions independently
06
Process adherence

Every step judged: done, partial, or missed, with evidence

Each scored meeting is judged step by step against its playbook, and every judgment cites the transcript. "Why am I a 68" always has a real answer, and the missed steps become next meeting’s coaching.

PROCESS ADHERENCE · YOUR 9-STEP PLAYBOOK
Eli ran 7 of 9 playbook steps
S1
Set the agenda and confirm time
opened with purpose in the first 40 seconds
DONE
S3
Quantify the stakes and cost of inaction
value named, never anchored against waiting
PARTIAL
S5
Identify all decision makers
never asked who else weighs in
MISSED
S8
Secure a dated next step
signing meeting booked at 38:12
DONE
every judgment cites transcript evidence · edit the playbook in settings
07
Proof, not opinion

Scores that provably predict signed engagement letters

Every score is tied to what happened next: a matter opened, or not. Scoring weights re-derive from real outcomes across the platform, so what counts as a good meeting gets sharper every month.

WHY THE SCORE MATTERS · YOUR LAST 117 SCORED MEETINGS
Score 80+ · 31 meetings52% retained
Score 65–79 · 38 meetings41% retained
Score 50–64 · 26 meetings27% retained
Below 50 · 22 meetings14% retained
Recommended weights re-derive from outcomes across the platform, moving only when the evidence is statistically significant.
08
The validity gate

No-shows marked for you, and never counted against anyone

A recording with nobody on it is not a meeting. No-shows are flagged automatically and feed only your show rate, and internal meetings are never graded, so nobody’s average dies over a status call.

VALIDITY GATE · THIS WEEK
James Carter · 41 min, both partiesanalyzed and scoredSCORED
Recording, host alone 4 minflagged, feeds show rate onlyNO-SHOW
Tuesday standup, 6 attendeesinternal track, never gradedINTERNAL
Existing client check-inown category, no sales rubricSERVICE
09
Tasks, automatically

Commitments become tasks before anyone forgets them

Every committed next step becomes a task the moment the report files: created automatically, assigned to the right person, due date pulled from what was actually said. Nothing relies on memory.

TASKS · CREATED FROM THE MEETING, AUTOMATICALLY
Send the engagement letter with the flat-fee structure
Eli Brennan · due Thu Jun 12 · from the commitment at 38:12
Collect the operating agreement from James
Eli Brennan · due tomorrow · client promised documents on the call
Prep brief for the signing meeting
M. Osei · due Wed Jun 11 · meeting booked in-call · Thu 1:30 PM
created the moment the report files · assignees and due dates from what was actually said
10
The dashboard

How your team runs meetings, on one screen

Show rate, adherence, talk time, and committed next steps, trended week over week against sentiment. "How are our meetings going" finally gets a screen instead of a shrug.

HOW YOUR TEAM RUNS MEETINGS · LAST 30 DAYS
ANALYZED
48
+12
SHOW RATE
78%
+7
ADHERENCE
74%
+6
HOST TALK
54%
+3
NEXT STEP
71%
+9
host talk % sentiment– – 45% target
best week: 44% talk · 8.1 sentiment · talk time falls, sentiment climbs
11
Team view

Partners see the whole picture. Each team member sees where to improve.

Every host ranked by meeting score, with talk-time against target and the coaching themes that keep recurring, each citing the verbatim moment it came from. Coaching lands as fact, not opinion.

COACHING · BY HOST · LAST 30 DAYS
HOST PERFORMANCE · RANKED BY AVG SCORE
Eli Brennan47%76 +5Confirm objections are resolved before closing
Megan Dawson58%61 -3Cut pitch monologues, longest ran 4m 10s
Mark Ulysses43%81 +2Ask who else weighs in on the decision
COACHING THEMES · MOST FLAGGED THIS MONTH
Pitching before discovery is done21 meetings
Objections not fully resolved before close14 meetings
No dated next step secured9 meetings
every suggestion cites the verbatim moment it came from