Monday
The Call Goes Well
Real budget. Real timeline. The prospect asked for a proposal by Friday.
Convert Conversations
Your Reps Sell.
We Handle the Rest.
After every call, there's work that needs to happen. Recaps, follow-ups, CRM updates, next steps. We automate all of it so your reps stay in the conversation.
The Reality
Your Best Rep Just Had a Great Call.Here's What Happens Next.
Tuesday
The Recap From Memory
Your rep spends 25 minutes writing notes. Gets pulled into another call. The follow-up sits as a mental note.
Thursday
The Vague Follow-Up
The email finally goes out — without the proposal. Half the details from the call are already fuzzy.
Friday
The Deal Dies Quietly
The prospect went with someone who moved faster. The CRM still says “Discovery.”
The deal didn't die because your rep can't sell. It died in the gap between conversations.
Side by Side
Manual vs. Automated
On top, what happens when your rep handles the after-call work manually. Below, what happens when the system handles it for them.
On the left, what happens when your rep handles the after-call work manually. On the right, what happens when the system handles it for them.
Before Automation
After the Call
Monday 2:15p
Call ends with Acme Retail
2:18p
Rep starts typing recap from memory
~25 min
2:45p
Gets pulled into next meeting
THU
Follow-up finally sent. Details are fuzzy.
FRI
CRM updated during “pipeline cleanup”
“good call, will follow up”
After Automation
After the Call
Monday 2:15p
Call ends with Acme Retail
2:16p
Recap Generated
Discussed carrier needs for Memphis DC. 3 regional carriers, gaps on cross-dock. Wants LTL proposal for TN/MS/AL by Friday. Budget approved Q2.
2:16p
CRM Updated
Stage → Proposal · Next step: Send coverage proposal · Due: Fri 2/7
2:17p
Follow-up drafted in CRM
“Hi Sarah, thanks for the time today. As discussed, we’ll have the LTL coverage proposal for the TN/MS/AL corridor to you by Friday…”
Ready for review →
2:18p
Rep moves to next call ✓
Total admin time: 0 minutes
Under the Hood
How It Actually Works.
This isn’t a new platform your team has to learn. It’s a system that connects to your existing meeting tools and CRM and runs in the background. Your reps don’t change how they work. They just stop doing the manual part.
Step 1
Capture
Zoom · Teams · Google Meet
A recording plugin joins your rep’s calls automatically. No extra steps, no app switching. The conversation is captured in full and sent for processing the moment the call ends.
Step 2
Process
Transcription → Automation Engine → CRM
The recording is transcribed, then an AI model extracts the key information: decisions made, questions asked, objections raised, next steps agreed on, and who’s responsible for what. This feeds into automation workflows and your CRM.
Step 3
Deliver
Immediate Outputs
Structured Call Recaps
Key decisions, action items, and next steps all extracted from the actual conversation, not typed from memory.
Drafted Follow-Up Emails
Personalized emails that reference specific points from the conversation. Your rep reviews and sends.
Automatic CRM Updates
Deal stages, contact notes, next activity dates, and call logs all updated from the call, not from memory.
All three outputs are generated within minutes of the call ending and delivered wherever your team works: your CRM, Slack, email, or all of the above.
The gift that keeps on giving
Full Transcript
The complete, searchable record of every conversation. Every word, every question, every objection — preserved exactly as it happened.
Structured Data
Objections, competitor mentions, pricing discussions, and buying signals are all tagged and categorized so they can be queried across every call your team takes.
The recap and the follow-up solve today's problem. But the transcript and the data extracted from it are what compound over time. After a hundred calls, you're sitting on a searchable record of every conversation your sales team has had with the market. Lazio Partners can layer additional tools on top of this rich data to make your sales team even more effective.
Works with your existing stack
We integrate with HubSpot, Salesforce, and most major CRMs. If your team uses Zoom, Teams, or Google Meet, the system plugs in without changing how your reps run their calls. We handle all the setup and integration — you don't manage any of the tooling.
The Experience
What Changes for Your Rep
Nothing about how they sell changes. They join calls the same way they always have.The recording runs quietly in the background. They don’t manage it, configure it, or even think about it.
When the call ends, they get a notification with the recap and a drafted follow-up. They scan it, make edits if they want, and send. The CRM is already updated. The next steps are already logged. Instead of spending 30 minutes on admin, they’re prepping for their next conversation.
Your sales leader gets the bigger win. Every call produces structured, accurate data. Pipeline reviews are based on what actually happened, not what someone remembered to type in on Friday afternoon. You can see which deals are progressing, which ones are stalling, and what was actually said — not a rep’s optimistic summary.
Structured Call Recaps
Key decisions, action items, and next steps all extracted from the actual conversation, not typed from memory.
Drafted Follow-Up Emails
Personalized emails that reference specific points from the conversation. Your rep reviews and sends.
Automatic CRM Updates
Deal stages, contact notes, next activity dates, and call logs all updated from the call, not from memory.
How much Time Is Your Team Losing After Every Call?
Most reps spend 30+ minutes on post-call admin for every hour of selling. We'll show you what it looks like when that number drops to zero.
No pitch deck. No pressure. Just a conversation about your pipeline.