Book the meeting and keep the notes
Schedule meetings from your connected calendar and keep agreed action items attached to each contact.
Connected calendar scheduling
When an interested lead requests a conversation, propose concrete times directly from your connected calendar. Meeting invitations include your conference link and update contact stages automatically when an RSVP is confirmed.
Accurate discussion records and next steps
Keep key conversation highlights, prospect objections, and agreed next steps attached to the contact's timeline. This context feeds directly into follow-up message drafts so you never lose the thread of an important relationship.
Responsible data retention
Meeting records and discussion notes are strictly private to your workspace. Non-user contacts can request removal of their details at any time through our self-serve privacy portal.
Common questions
Can contacts request removal of their notes?
Yes. Any recipient or meeting attendee can submit their email through our public privacy portal to remove their records and suppress future contact.
Does this require a separate calendar subscription?
No. Calendar scheduling operates through your connected mailbox seat without additional subscription fees.
Try Book the meeting and keep the notes
Describe your idea once, and the research, your documents, your prototype and your live page are all written from it. Starter is $55 a month, with fourteen days to change your mind.
Start your growth engineRelated guides
- The product market fit survey and the Sean Ellis test, explainedThe one-question survey that tells you whether you have product market fit, and the 40 percent bar.
- How to validate a business idea before you buildDefine your riskiest assumption, talk to real customers, and test demand for real, in a week.
Related features
- Buying one finished piece of work outrightPay once for the one piece of work you need, and have the finished thing the same hour.
- Trying it without committingFourteen days to change your mind, a first research run on us, and a first project that spends none of your credits.
- Changing your mind, and what happens if a payment failsAsk inside the window and the whole amount comes back, and a card that stops working never costs you your work.