How it works

From the kickoff call to the launch checklist.

Record the meeting. Capture the details. Find what is missing. Create the plan. Manage the launch.

Kickoff transcript → Meeting Intake

Step 1 of 5

Upload an exported Plaud or Zoom transcript, paste meeting notes, or save an audio file. Arbitrary audio transcription is Demo Mode.

The full handoff

Every step has a purpose.

A concise public walkthrough, with the operational detail your team needs underneath.

01
Create the client
Start the launch record and identify the account owner.
02
Upload the meeting or notes
Bring a recording, Plaud export, transcript or documents.
AI extraction and CRM handoff are Demo Mode.
03
Review extracted information
Confirm facts, discard irrelevant conversation and review suggestions.
AI extraction and CRM handoff are Demo Mode.
04
Send their private link
Bring clients directly to their assigned onboarding experience.
05
Collect missing answers and assets
Ask focused questions and give each request an owner.
06
Generate the marketing brief
Turn approved information into a draft for review.
07
Assign launch tasks
Connect delivery work with the client and missing items.
08
Track launch readiness
Use blockers to choose the next action.
09
Obtain client approval
Resolve changes and agree on the launch direction.
10
Sync approved information
Preview the GoHighLevel handoff in Demo Mode.
AI extraction and CRM handoff are Demo Mode.
11
Move into production
Advance the pipeline when the team is ready to build.
12
Launch
Complete the checklist and transition into ongoing delivery.

From Signed Client to Launch-Ready.

Turn every client conversation, document, answer, and asset into a clear, organized path to launch.