What it does · Meeting notes
Your second brain to remember every meeting.
Every call and meeting becomes notes, action items, and a recap in your voice, filed where you file things, remembered forever. Built on your second brain.
Live Tuesday, September 8, and recorded. Limited seats.
01 / The problem
It’s gone by the afternoon.
The meeting went great. Two hours later you’re squinting at a legal pad that says ‘lake house?’ and reconstructing what you promised.
A single client meeting drags roughly two hours of admin behind it: the notes, the recap email, the CRM update, the follow-up list.
Whatever never got written down didn’t happen. In insurance and advisory that’s a compliance exposure; in every business it’s how promises quietly break.
The generic note-takers write novels nobody reads, then confidently invent action items nobody agreed to. You end up proofreading a robot instead of remembering a client.
So capture falls back on whoever’s memory is best, which after fifteen calls in a day is nobody’s.
Your brain sits in the meeting, or just listens to you talk for ninety seconds after it, then writes the notes your way, drafts the recap, and never forgets a word of it.
02 / How it works
From your brain to done.
Not another standalone tool with its own login and its own amnesia: this is a capability wired into the brain that already knows your business.
Step 1
Capture, your way
Record the meeting, or just talk to it for ninety seconds after. Audio-optional for work where recordings are a liability.
Step 2
Notes the way you file them
Your template, your fields, your systems. CRM activity, matter file, or job notes. Not a wall of AI prose.
Step 3
The recap goes out in your voice
Drafted before you’re back at your desk, behind an approval gate, at the length and tone you set.
Step 4
It remembers forever
Next meeting’s prep brief includes what they said last quarter, the promise you made in March, and the thing they mentioned once about the lake house.
03 / In your business
Same capability. Your world.
Advisory
The recap email is drafted before the client reaches their car, and surge weeks stop costing two admin hours per meeting.
For financial advisors →
Insurance
Fifteen client calls a day become E&O-grade activity notes: if it’s not written down, it didn’t happen.
For independent insurance agents and small agencies →
Sales
One transcript becomes the CRM update, the follow-up email, and the teammate handoff. Post-call admin, gone.
For founders and small sales teams →
Law
The consult becomes an intake memo with the facts and dates organized and the conflicts flagged.
For solo and small-firm attorneys →
Property mgmt
The “my disposal hums” call becomes a routine work order with the unit’s history attached.
For property managers and at-scale landlords →
Real estate
The listing-appointment debrief lands in the client file, including what the sellers said they’d never accept.
For real estate agents →
04 / What you get
What you walk away with.
Your foundation goes live at the seminar; this capability gets built on top of it after, with us in the live sessions or done for you. Once it’s on, this is what runs every day:
- Notes in your template, filed in your systems, minutes after the meeting ends.
- The recap drafted before the client reaches their car, waiting for your tap.
- Permanent memory: last quarter’s promise surfaces in next quarter’s prep.
- An audio-optional mode for work where recordings are a liability.
05 / Permissions
It does what you tell it to do.
Give it as many permissions or as few as you want. You decide what it handles on its own, what waits for your tap, and what it never touches. Start with everything passing through you, hand over the routine as it earns trust, and tighten or loosen any of it anytime. This is how we set it up on day one, and every line of it is yours to change:
- You set the recording policy: announce and record, ask first, or audio-optional with nothing recorded at all.
- No invented action items; every line traces back to the transcript.
- Notes live in your systems, not a vendor’s silo.
- Recaps wait for your approval until you say otherwise.
06 / The offer
Two ways to get one.
Build it with us in a room, or hand us the keys. Either way you end up with a second brain that knows your business.
Done with you
The Seminar
$2,000one time · then $100/mo
$2,000 today reserves your seat. Your first month of membership comes with it, so the $100/mo starts October 8 and you can cancel anytime.
Next seminar
Tuesday, September 8
1:00 to 5:00 PM ET · online and live
Recorded, so it stays yours whether or not you make it live. Limited seats.
You leave with
- Your second brain, running: the memory loaded with your business, your voice, and the working basics, built with you in the room
- Every tool and template we use, yours to keep
- The exact system we use ourselves, and the map of what to add next
The $100/mo keeps it growing
- Live sessions where the next capabilities get built: email, content, posting, research
- Every session recorded and documented, so you can follow along and build at your own pace
- Your questions answered by people who’ve already built theirs
- Accountability, and a community building alongside you
- Month to month, cancel anytime
Done for you
The Custom Build
Customquoted after an audit of your business
Want it done for you? That’s its own engagement, priced on top of the seminar. We audit your business, quote the work, then design and build the system around how your operation actually runs, integrated with the tools you already use.
- Starts with an audit: your business, your systems, what actually needs building
- Quoted up front, one capability or the entire system
- Built by the team that runs on it themselves, every day
- Delivered running, with you and your team trained on it
- Ongoing support if you want it
The seminar sets the foundation. Every capability after that (email management, content creation, posting, document work) you add one of three ways: build it with us in the live sessions, follow the recordings and docs at your own pace, or have us build it for you, quoted separately.
Questions
What about recording consent and compliance?
It announces itself or asks where law and your policy require, and audio-optional mode works from your spoken debrief instead: nothing recorded, nothing retained. Where record-keeping rules apply, the notes are yours to archive like any other business record.
My last note-taker wrote novels nobody read.
Yours writes to your template at your length, the personal details included, not just the compliance boilerplate. Fix the format once; it stays fixed.
Where do transcripts live?
On your accounts, in your systems. Nothing trains anyone’s models, and nothing about your clients lives with us.
Do I have to tell people the meeting is recorded?
Where consent laws or your professional rules require it, yes, and the assistant announces itself. Or skip recording entirely: in audio-optional mode you talk to it for ninety seconds after the meeting, and nothing is ever recorded or retained.
Your first brain got you here.
The second one takes the busywork, holds the memory, and never clocks out. Done with you, or done for you.
Want it done for you instead? We audit, quote, and build. Talk to us.