📝 Take Better Notes. Save More Time.

📌 Click Here to Test a Sample Form

Capture key discussion points, assign follow-up tasks, and send polished summaries—all in one place.

As you fill out the form during the meeting:

• ✉️ A client-facing email is automatically generated, ready to send once you review or edit it.

• 🗂 An internal summary is also created for your team, keeping everyone aligned.

• 🔁 All submitted data is automatically sent to your CRM via Zapier, so nothing falls through the cracks.

🚀 QuickStart Package Includes:

• A pre-built, customizable meeting notes form

• Two auto-generated emails (client + advisor versions)

• A Zapier template to push everything into your CRM

Spend less time on admin. Focus more on your clients.

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