Vinyl

You bought an AI notetaker to stop writing up meetings. It worked. You got your twenty minutes back after every call, you stopped typing while clients were talking, and everyone agreed it was a good decision.

And then... that was it.

Because the notes were never the hard part. The hard part is everything that happens after the meeting ends. The follow-up email you'll write tonight. The file note that never quite makes it into your practice management system. The proposal you rebuild from memory two days later, by which point the client has gone quiet. The payroll question a client raised in a meeting no partner was sitting in — the one nobody recognised as a service you could have sold.

A notetaker doesn't touch any of that. It hands you a summary and wishes you luck.

**Vinyl has spent this year building the other 90%.**

✅ Pre-meeting briefs so you walk in already prepared.

✅ Follow-up emails drafted in your voice, from your own inbox.

✅ Notes filed automatically in Karbon

✅ Draft proposals built in Ignition & Anchor from what the client actually said

✅ And Studio — ask a question across every meeting your firm has had this month and get back scored, quoted, evidenced answers about revenue, risk and sentiment.

In 45 minutes we'll show you all of it live, on real meeting data, and share what's landing next — including meeting scheduling, so Vinyl handles the diary as well as the conversation.

You'll also hear from a firm using this every day on how Vinyl has impacted their firm.

Notetaking is the easy bit. Come and see the rest.

## What you'll learn

1.  **Why the time your notetaker saved never turned into capacity** — and the four steps (capture, file, action, insights) that close the gap between "we have a summary" and "the work is done."
2.  **How to leave a client call with the follow-up email sent, the file note filed and the proposal drafted** — a live walkthrough of Vinyl's email integration, two-way practice management sync, and the new Socket and Ignition connections that turn a conversation into a priced proposal in one click.
3.  **How to find the revenue sitting in meetings your partners never attended** — using Studio to scan a month of client conversations and surface genuine opportunities, each scored for confidence and urgency and backed by the client's own words. One firm surfaced tens of thousands in missed fees in their first eight weeks.
4.  **How to close the gaps in your client record** — capturing in-person meetings on mobile, uploading VOIP and phone recordings, importing transcripts from other tools, and tagging meetings by type so you can pull up every discovery call or advisory conversation in one click. Plus pre-meeting briefs that prep you before you walk in.
5.  **What's coming next, and how to get ready for it** — a first look at meeting scheduling and where Vinyl is heading beyond the meeting itself.
