Use case · Sales meetings

Sell in the meeting.
Write it up after.

Record the client meeting instead of typing through it. Get the transcript, what was committed, and the follow-ups with owners — ready to send before you leave the car park.

For: Field sales, business development, distributors, agency and consulting teams

Minutes of meetingMon 18 Aug · 3:00 pm

Client meeting — Shreeji Distributors

Farhan (MeetNotes) · Mr. Shah (Shreeji) · Anita (Shreeji)

Mr. Shah

Volume badhega toh rate pe kuch dekhna padega.

08:44

Farhan

At 500 units a month I can take it to eight percent.

09:01

Anita

We would need delivery within ten days of the order.

11:26

Decisions

8% discount applies from 500 units a month.
Delivery commitment of 10 days from order to be confirmed with logistics.

Action items

Send revised quote with the 500-unit slab Farhan
Confirm 10-day delivery with logistics Farhan

The problem

Why this room is hard

A laptop open on the table changes the meeting. So most field sales meetings are written up from memory in the car afterwards, when the specifics — the exact discount discussed, the volume the client mentioned, the objection that actually mattered — have already blurred into an outline. The CRM gets a two-line note, and the person who takes over the account later has nothing.

How MeetNotes handles it

What changes

Nothing between you and the client

The phone sits on the table doing nothing visible. You hold the conversation you would have held anyway, with eye contact instead of a screen.

The commitments are captured exactly

What price was mentioned, what timeline was promised, what the client said they needed — in their words, with a timestamp, rather than your paraphrase six hours later.

Follow-ups leave with owners attached

Action items come out named. The proposal you promised by Tuesday is on a list rather than in your head.

Send it while it still matters

Share the minutes as a PDF on WhatsApp or email before you leave. A written recap the same hour is worth more than a perfect one on Thursday.

Also worth knowing

The rest of it

On the web too

Recording happens on the phone, but you can read, search and export every meeting on a laptop — sign in with the same email.

A pool for the team

Buy minutes once and let everyone record against them, with the meetings in a shared workspace. How teams work →

Free to start

100 minutes of recording are included, and minute packs never expire. See pricing →

Record your next one

100 minutes included. See what the write-up looks like before you decide anything.

Sell in the meeting.Write it up after.