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Discovery calls in,
proposals out.

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Echo’s brief for the 10:00 Kestrel Freight discovery call: their shippers still email for tracking updates, and you said you’d send two portal case studies, each line with a link to its source; under it the questions you prepared, from why the portal is a priority now to when it needs to be live.
Echo’s live window during the discovery call, showing the follow-up question it passed you.

Every deal starts with discovery.

Now Echo does the follow-through:

  • the proposal,
  • the follow-up email,
  • the next steps.

Echo drafts. You send.

Skip the blank page.

Ask for a proposal and Echo drafts it from your discovery call and the rate card you attach, as a Word or PDF file.

Your request to Echo, with Fernway’s rate card attached: “Draft the Kestrel proposal from today’s call, as a PDF.”
Echo’s answer: the proposal for Kestrel Freight’s customer portal from today’s discovery call, as a file to download, with the first phase’s scope, a kickoff on 2 November and go-live by 19 February, £69,800 at your rate card’s day rates, and what is still to confirm.

Stay with the buyer.

  • Echo’s Prepared Questions during the Kestrel Freight discovery call: why the portal is a priority graded a good answer, who signs off on the budget a partial answer with the follow-up “When could your finance director sign off?”

    Glance at Echo. The next question is there.

    Echo checks your qualifying questions against the buyer’s answers, and suggests a follow-up when one comes up short.

  • Commitments on Hannah Brooks’s contact record: hers, to share the TMS API documentation, and yours, to send the proposal by Friday, each from the discovery call.

    Next steps on both sides.

    Echo keeps their commitments and yours, each linked to the call it came from.

Selling to clients abroad? On the desktop app, Echo translates the call into your language as people speak.

Who signs off, remembered.

Echo remembers the facts that matter about each account, like the budget and who signs off, each with the call it came from.

What Echo remembers about Kestrel Freight, each with the call it came from: quoting waits for a second phase; whether invoices live in the TMS or the finance system is open; spend over £50,000 goes to the finance director; and the first phase’s budget is £60,000 to £80,000.

Hand the deal to delivery.

Share the discovery call and your delivery team has your notes and can ask Echo about it. Send the proposal along, and they can plan the work from there.

Echo’s Share meeting dialog for the Kestrel Freight discovery call: the Delivery team picked with Summary access, the notes without the transcript or recording; the Private switch off; and the call already shared with the Sales team, transcript included, and with Ana Ferreira.

Careful with client data.

Never used to train AI. Encrypted in transit and at rest. Hosted on SOC 2 Type II and ISO 27001 audited platforms.

  • No bot on the call.

    Echo listens from your computer, so the call is just you and your buyer.

    Echo’s own prompt as your meeting begins: “Zoom detected”, “Zoom Meeting” and a Start Session button.

  • Every brief shows its sources.

    Each line links back to the call it came from, so you can check it before the next one.

    Echo’s brief for the Kestrel Freight discovery call, each line with a link to its source; the first one’s shows “Kestrel intro call, Sep 30, 2026 · 6d ago”.

  • You decide what it remembers.

    Edit a fact, move it to the right account or forget it.

    Two figures Echo remembers about Kestrel Freight, each with the call it came from; the first, “Spend over £50,000 goes to the finance director”, shows its controls to edit it, move it to another record or forget it.

How Echo handles your data →

Book more discovery calls.

Leave the follow-through to Echo. Download it before your next discovery call.

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Rolling it out to a team? Talk to us →

Tell prospects you’re taking notes with an AI assistant.