Run the call with Meeting Host
A ready-made agenda, a live co-pilot, and a recap that's ready for a proposal.
Run the call with Meeting Host
The agenda drafts itself
From the research, Discover drafts your talking points and questions: a running order with rough timings per section, from intros to discovery questions. Questions are tailored to the lead (not “tell me about your business” but “how is the current setup split across Shopify, me&u and Square?”).
It’s a starting point you own: edit, reorder, add a Point or Question to any section, drop what doesn’t fit.
Meeting Host: your co-pilot on the call
When the call starts, Meeting Host walks you through the agenda live so you can stay present in the conversation.
- Your agenda appears as cards that move forward as the conversation does, with section progress and planned-vs-elapsed time
- Private nudges help you clarify vague answers and ask the right follow-up; the client never sees them
- Jot a note under any question as you go, record the call if you choose, or continue on your phone
Prefer video? Watch research becoming an agenda.
After the call
What was discussed becomes a structured Summary: a recap you can refine and hand straight to a proposal as its jumping-off point. The call where the brief usually gets lost is now where the proposal starts.
Last updated September 8, 2026