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DOBE

Customer & sales

One meeting. Next steps handled.

A real meeting transcript became the complete next-action package without Tanner rebuilding it across five apps.

Live owner system
Used inside DOBE's own sales operations.

See how it works
Conceptual illustration of a meeting transcript becoming an organized set of next-action documents

Workflow illustration · Sales Operations

The job

Same business.
A better way through it.

Before

The meeting contained the real scope, open questions, next steps, and unrelated private discussion in one long transcript.

What DOBE built

DOBE matched the transcript to the existing person and project instead of creating a duplicate record.

Watch the work move

From input to outcome.

Play the four-step explanation, or choose a step. This illustrates the workflow; it is not a recording of a live run.

Conceptual illustration of a meeting transcript becoming an organized set of next-action documents

Workflow illustration

Follow the job

Start with your work.

A completed sales-meeting transcript

See every step
  1. 01

    A completed meeting transcript enters the private owner workspace.

  2. 02

    The workflow matches the person and project in the CRM.

  3. 03

    Current scope, future ideas, decisions, and next actions are separated.

  4. 04

    The CRM opportunity and project record are updated.

  5. 05

    The scoped quote and deposit invoice are created through the approved billing path.

  6. 06

    The follow-up email and text are sent only after owner authorization and then verified.

The result

Finished work.
Something you can check.

What came out

The CRM stage and project were updated, the quote and official deposit invoice were sent, and the Gmail and Messages follow-ups were verified from their final states.

This proves the transcript-to-action path. It does not claim that the open invoice was paid or that the prospect became a customer.

Why it matters

The workflow carries one source of truth from the conversation into the systems where the next work actually happens.

The evidence, scope, and details

What was verified

Live owner system · Used inside DOBE's own sales operations.

  • Existing CRM record matched instead of duplicated
  • Meeting scope separated from private side topics
  • Project and opportunity state updated
  • Scoped quote and deposit invoice created
  • Gmail sent state verified
  • Text follow-up sent and verified

Tools: Meeting transcript · DOBE CRM · Gmail · Stripe · Messages

The Boundary: A sent invoice is not closed revenue

The workflow can prove that the record, quote, invoice, and follow-up were completed correctly.

It does not turn an open invoice into a payment claim or a prospect into a customer before the real systems show that change.

More work. Same idea.

All case studies
Workflow illustration of customer records, an AI MacBook, and a queue of follow-up draftsVerified client systemWorkflow illustration

Customer & sales

Follow-ups. Ready for review.

A dedicated AI MacBook turns years of order history into a small, review-ready follow-up queue.

395+

client drafts tracked

See the work
Conceptual illustration of two sales report sheets with distinct chart layouts beside a laptopCustomer-reviewed proofWorkflow illustration

Customer & sales

Two reports. Ready to check.

The same weekly sales numbers, in the two versions the business actually uses.

2

report versions reviewed

See the work
Conceptual illustration of business contact cards, a reviewed email, and an organized contact ledgerVerified owner workflowWorkflow illustration

Customer & sales

Checked. Sent. Recorded.

One approved outreach batch, with the contact checks and recordkeeping handled together.

25

verified email sends

See the work

Your job could be next

Do your meetings create an hour of cleanup afterward?

Bring one sanitized transcript and the follow-up you normally rebuild. DOBE can map the CRM, quote, approval, and communication path.