InstaBrief
InstaBrief: From Discovery Call to Engagement Brief in Minutes
Press record on the discovery call. Walk out with a transcript, an engagement brief, and a proposal draft that already knows what the client said.
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The best proposal details die in your notebook
The discovery call is where the client tells you what they actually need: the real goal, the budget hint, the deadline, the thing that went wrong with the last vendor. Most of it never makes it into the proposal, because it was scribbled on a notepad, half-remembered two days later, and rewritten from memory. InstaBrief captures the conversation once and turns it into the raw material for the engagement.
Record it once, wherever the conversation happens
Tap the red button in the AdvisorPitch iPhone app and it records in the background while you talk, even with the screen locked. At your desk, record straight from the browser. Already have a recording from a meeting tool or a voice-memo app? Share it or upload the file. No recorder hardware, no extra subscription.
From transcript to engagement brief, automatically
Within minutes, InstaBrief returns a clean transcript and an engagement brief: the client's goals, pain points, scope signals, budget and timing cues, and agreed next steps. It matches the recording to the right prospect in your workspace, or suggests a new one, and asks you to confirm. It never assigns a conversation on its own.
The brief becomes the proposal
From the prospect's page, one click drafts the statement of work using everything in the brief, so the proposal reflects what the client said, not a generic template. Second and third calls keep feeding the same brief, so the picture gets sharper with every conversation instead of scattering across notes, emails, and memory.
Your hours, your control
Usage is measured in audio hours with a meter you can see at any time. Included hours reset monthly, and any hours you add on top never expire. A quick word to the client that you are recording keeps everyone comfortable; consent rules vary by state, so make it a habit.
Availability: InstaBrief is included on Pro (5 audio hours a month) and Enterprise (20 audio hours a month). Extra hours are $6 per hour and never expire. Free trial and Starter accounts get a taste with a couple of recordings.
Frequently asked questions
Do I need a special recorder or a separate transcription app?
No. Record from the AdvisorPitch iPhone app or directly in your browser, or upload an audio file from any meeting tool, voice-memo app, or recorder you already use. Transcription and the engagement brief are built in.
What is in an engagement brief?
A summary of the conversation organized for proposal writing: the client's goals, pain points, scope signals, budget and timing cues, decision makers, and next steps, alongside the full transcript.
What happens if I have several calls with the same prospect?
Each new recording feeds the same prospect's brief, so the brief improves with every conversation. When you draft the proposal, it draws on all of them.
Which plans include InstaBrief?
Pro includes 5 audio hours a month and Enterprise includes 20. Additional hours are $6 per hour and never expire. Free trial and Starter accounts can try it with a couple of recordings.
Is it legal to record client calls?
Recording laws vary by state and country, and some require every participant's consent. Tell the client you are recording at the start of the call. It takes five seconds and most clients appreciate that you want to get the details right.