Turn the discovery call into a proposal you can discuss

Use your recorded discovery call to draft a client proposal on your Mac. Review the scope and add your terms.

A consultant in an indigo shirt reads a paper brief beside a meeting table before a client arrives.

01

Press record

The session runs the way it always did. Nothing joins the call and nothing appears in the room.

02

Listen

No notebook between you. Watch the participant instead of your keyboard.

03

Read it back

A verbatim transcript, attributed by speaker, ready by the time you have shown the participant out.

The same consultant listens to a client across the table, with one open Mac beside his notebook.

The reason behind the request

The client explained the problem in their own words. Return to that explanation when you describe the work you offer.

The same consultant listens to a client across the table, with one open Mac beside his notebook.

The reason behind the request

The client explained the problem in their own words. Return to that explanation when you describe the work you offer.

Proposed work, with the source conversation beside it

The next step
All recordings
 
Ask about your recordings…Standard
Local

Weeve can make mistakes. Please check answers.

Proposed work, with the source conversation beside it

Weeve

Proposed work, with the source conversation beside it

The next step
All recordings
 
Ask about your recordings…Standard
Local

Weeve can make mistakes. Please check answers.

The consultant checks a paper proposal beside one open Mac at the same table.

Be clear about what you are offering

Ask for deliverables and exclusions in separate sections. Check which points were agreed and which you are proposing now.

The consultant checks a paper proposal beside one open Mac at the same table.

Be clear about what you are offering

Ask for deliverables and exclusions in separate sections. Check which points were agreed and which you are proposing now.

The consultant discusses a paper proposal with the client by the window, with no computer in view.

Discuss the details that remain open

Take a checked draft to the next discussion. Keep the open questions beside the scope so you can confirm them together.

The consultant discusses a paper proposal with the client by the window, with no computer in view.

Discuss the details that remain open

Take a checked draft to the next discussion. Keep the open questions beside the scope so you can confirm them together.

Features used

The features behind this workflow.

Recording

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or

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Transcription

Weeve

Chat

Teon Beijl, Founder at Unpuzzler

“For me, data sovereignty means controlling the location of data, not simply switching vendors.”

Teon Beijl

•

Founder

at

Teon Beijl, Founder at Unpuzzler

“For me, data sovereignty means controlling the location of data, not simply switching vendors.”

Teon Beijl

Founder

What does the proposal include?

Ask for the objective, proposed approach, deliverables, exclusions and open questions supported by the call. Add any scope decisions, prices, availability and terms that the recording does not establish. Weeve writes a draft; you decide what to offer and confirm the details with the client. It does not sign or accept an agreement.

How do I check and revise the wording?

Can I use Claude or keep the draft local?

Can Weeve send or export the proposal?

Should the client know I am recording?

What does the proposal include?

Ask for the objective, proposed approach, deliverables, exclusions and open questions supported by the call. Add any scope decisions, prices, availability and terms that the recording does not establish. Weeve writes a draft; you decide what to offer and confirm the details with the client. It does not sign or accept an agreement.

How do I check and revise the wording?

Can I use Claude or keep the draft local?

Can Weeve send or export the proposal?

Should the client know I am recording?