Sales
The meeting report, written before you reach the car
Objections, budget, decision path: what is said in the meeting decides what follows. Sonory restores it without you writing a line.
Coming soon 
What gets lost without a written record
The real objection is not the one you note
« Too expensive » often hides a decision path, a failed precedent or a budget already committed. The exact wording says so.
The CRM gets filled from memory
Completed in the evening or between two meetings, it keeps a simplified version, and sometimes nothing at all.
What the client promised
A date, a contact, a step: the points a follow-up rests on, and the ones remembered worst.
Handover is impossible
When someone takes the account over, they inherit three lines of CRM and none of the conversation.
What you get after the meeting
A timestamped transcript, with speakers separated where the language allows, and a structured note: stated need, objections, budget mentioned, next steps with their deadline.
The discovery template separates what the client said from what you concluded. That distinction is what makes a note useful to someone other than its author.
Consent in the meeting
Recording a private conversation requires the agreement of those present. In practice it fits in one sentence at the opening: « I am recording for the meeting report, is that all right? ». The app offers an audible start signal, on by default.
Our experience is that asking does not get in the way and often reads as professionalism. What does get in the way is a recording discovered afterwards.
Two recurring uses
The report sent to the client within the hour, drawn from the note and read in two minutes. It doubles as written confirmation of what was agreed.
Preparing the follow-up, from the open points and deadlines the note isolates, rather than from the memory of a meeting three weeks old.
From the meeting to the CRM
Markdown pastes into most CRMs and note tools without losing the structure. PDF serves the report sent to the client within the hour.
The templates that apply here
Taken from the 274-template catalogue that ships with the app. Each one imposes its structure on the note.
- Sales meeting
- Discovery call
- Meeting minutes
- Opportunity follow-up
- Client interview
Other professions
- Boards and executive committees Systematic minutes, at every session
- SME directors An SME's executive committee has no secretary
- Lawyers The client interview, restored word for word
- Banking and wealth The wealth review, recorded without effort
- Veterinarians The consultation stays in the animal's record