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Capture Notes

End MeetingCapturing…

Northwind Outdoor — Growth Strategy

Friday, July 17 at 12:00pm2 Access Context

Where the deal stands10 min12:00pm

Proposal / Price Quote — 75% probability, closing Sept 30.

Supply chain bandwidth at 3× volume15 min12:10pm

Ask how far the current constraint actually stretches. This was David’s biggest concern on July 7 — don’t lead with pricing.

Phased roadmap walkthrough15 min12:25pm

Your open task — the phased roadmap example is due today.

Decision timeline & board sign-off10 min12:40pm

Confirm before July 20.

Pricing & contract structure10 min12:50pm

Only if the roadmap lands — don’t lead here.

Owners and next check-in5 min1:00pm

Lock who owns the phased roadmap before we leave the call.

Key Questions to Resolve5 min11:50am

What were Northwind’s miss-pick and return costs last peak season?

What is the scope of the first phase?

Who owns the first phase on Northwind’s side?

What is Northwind’s target go-live date?

What is the budget range they’ve approved for this initiative?

Add agenda item5 min

New Chat

Prep this meeting for me.

Used 9 tools

Reading Salesforce and the last call…

Deal Snapshot

Stage: Proposal/Price Quote — 75% probability
Value: $50,000 · Close: Sept 30, 2026

Last Call with David (July 7)

He wants to move fast
Biggest concern is supply chain bandwidth at 3× volume

I’ve built the agenda around those. Your walkthrough of the phased roadmap is duetoday — want me to draft it?

Prep this meeting Import existing agenda

Ask Contio anything…

11:45amStarted at

3:00

12:18pmProjected

Key Questions to Resolve

5 min 11:50am

What were Northwind’s miss-pick and return costs last peak season? Answer

What is the scope of the first phase? Answer

Who owns the first phase on Northwind’s side? Answer

What is Northwind’s target go-live date? Answer

What is the budget range they’ve approved for this initiative? Answer

Add question

Description Talking Points Presenters Attachments−1 min+1 min PrevNext

Scratchpad

Jot down notes, ideas, and reminders…

Cost & impact review

Confirm the peak-season cost baseline and the main causes behind it.

5 min 11:55am

Headline: $360K annual loss (conservative). Breakdown: mispicks, returns, reships, reprocessing labor. Root cause split: ~70% process, ~30% system. Key point: most of this is fixable without touching the WMS. Order volume triples at peak; headcount only +40% — that gap is where errors live.

First phase scope

Align on a 90-day, one-team pilot as the focused first phase rather than a broad system change.

6 min 12:00pm

Pilot target: 90 days, one team, week of August 3 start. Reinforce process-first framing — no WMS rip-and-replace. Keep current warehouse tools in place while testing a better operating process. Dana (floor lead) must be in the room from Day 1 — non-negotiable.

Ownership & decisions

Confirm the operational owner, proposal owner, and decision timeline on Northwind’s side.

5 min 12:06pm

Need to lock: Who is the operational owner (expect Dana)? Who owns the proposal internally (Marcus)? What is the decision path — does the CFO need a direct call? Marcus committed to a July 28 internal decision gate.

New Chat

⚠ One Thing to Watch

The proposal and SOW were flagged as overdue. If there’s a gap in what Northwind has received, address it head-on early — don’t let a missing document create ambiguity when you’re this close to the line.

You’re well-positioned. The math is solid, the relationship is warm, and the competitive story is strong. Close it.

I need these questions answered in the meeting 1. What were Northwind’s miss-pick and return costs last peak season? 2. What is the scope of the first phase? 3. Who owns the first phase on Northwind’s side? 4. What is Northwind’s target go-live date? 5. What is the budget range they’ve approved for this initiative?

Used 1 tool

What did I miss? That was an action item Answer that question Decisions so far

Ask Contio anything…

Northwind Outdoor — Growth Strategy

Reopen for editing ShareNext Steps

Friday, July 17 · 46 min Access Context

The Problem Being Solved

Customer requests lose context and ownership as they move Sales → Operations → Warehouse. The gap is structural, not a knowledge gap — historically six figures during peak season through mispicks, duplicate work, returns and replacement freight.

What Was Decided

A 90-day pilot, one team, starting the week of August 3.
Process-first framing reinforced — no WMS rip-and-replace.
Current warehouse tools stay while a better operating process is tested.
Dana (floor lead) in the room from Day 1 — treated as non-negotiable.

CFO Narrative — Agreed Framing

The $95K buys a bounded 90-day pilot, workflow configuration, a shared handoff process, and a final review before any expansion. The cost of inaction is avoidable rework, replacement freight, and capacity consumed reconstructing requests.

Key Risk Flagged

Both parties named scope creep as the risk to manage. If a request doesn’t help test the pilot charter it moves to a later discussion, rather than quietly enlarging scope.

Action Items

Jason MillerDana to deliver the pilot proposal Jul 24

Jason MillerTake pilot proposal to CFO for final approval Jul 28

Jason MillerDocument the pilot charter — team, handoff types, review gate Due date

Ask Contio anything… Edit these meetings notes

Northwind Outdoor — Pilot Proposal

ShareNext Steps

Access Context

1. Recommendation

A bounded 90-day pilot to test workflow configuration and handoff processes with one operational team, before any system change.

Pilot investment: $95,000 · Duration: 90 days. Scope: one team, existing tools, configuration-based. Go-live target: week of August 3, 2026.

2. Why This First Phase

The pilot reduces risk by testing a better operating process with Northwind’s current tools before introducing new systems or scaling. Results inform whether to proceed to Phase 2.

Requests currently lose context and ownership as they move Sales → Operations → Warehouse. That structural gap drives avoidable costs — historically six figures during peak season.

Northwind does not need another warehouse system. It needs a reliable operating layer that carries context and ownership from Sales to Operations to the warehouse floor. The 90-day pilot starts with one team, works within the tools already in place, and measures fewer miss-picks, faster handoffs, and clearer ownership. The contained scope creates evidence before Northwind makes a broader commitment. The result is a lower-risk path to scale without the disruption of system replacement.

3. Scope

What is included

Workflow mapping and configuration in existing tools
Contio setup tailored to Northwind’s request flow
Shared handoff and decision processes
Baseline measurement and end-of-pilot review

What is excluded

Company-wide rollout — day 90 requires a separate expansion decision
New tooling or system replacement

4. Timeline & Milestones

Week 0 — charter signed, pilot team confirmed with Dana as operational owner
Weeks 1–3 — workflow mapping, configuration, baseline captured
Weeks 4–11 — live operation with weekly review of exceptions
Week 12 — end-of-pilot review and the Phase 2 decision

5. What Success Looks Like

At day 90, expansion is evaluated against:

Response time improvement against the captured baseline
Requests resolved without clarification loops
Ownership clarity at each handoff
Whether the team finds the workflow easier — not whether dashboards look better

Success is a customer request crossing teams without Marcus or Dana stepping in to reconstruct what happened.

New Chat

Let’s describe this like we did for the Blanton proposal last quarter.

I rewrote that section using the Blanton proposal as an example.

Ask Contio anything…

After the meetingGreat notes and action items create clear accountability and compounding workspace intelligence.

Our mission is to amplify the impact of human relationships.

We don’t serve the companies trying to replace people with robots. We built Contio to help grow relationship-driven businesses.

PEOPLE ❤️ CONTIO

For people whose meetings are only half of the work.

What I appreciate most about Contio is how seamlessly it fits into the way real advisors actually work. I can open MeetingOS and immediately get reliable, decision-ready meeting insights.

MeetingOS feels like having a personal assistant. It lets me remain fully present in meetings while ensuring key details are captured, both in virtual sessions and in-office conversations.

Contio has been a gamechanger for our team. We’re empowered to make faster and smarter decisions when the relevant information is clearly parsed and organized with MeetingOS.

The moment I saw MeetingOS, I knew Contio was onto something. Then I used MeetingOS, and immediately cancelled my notetaker for my entire team.

Contio is a game-changer for our meetings. As a growing recruitment firm, we need every meeting to count—and having productive, well-documented meetings isn’t just nice to have, it’s essential.

Your superpowers in a meeting — amplified.

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During

Stay one step ahead.

Relevant insights appear at exactly the right moment. Stay present without losing the thread.

Capturing silently

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After

Leave ready to act.

Notes, decisions, action items, and the first draft of the work are ready before you leave the room.

✓Follow-up drafted

✓Owners assigned

✓CRM updated

Follow through effortlessly

Questions to Answer

Ask what matters. Know what’s covered.

Some meetings have questions you can’t afford to miss. Load your must-ask questions before you walk in, then let Contio quietly track what’s been answered as the conversation unfolds.

Stay present, keep the conversation natural, and leave knowing what still needs an answer.

Explore Questions to Answer

Questions to AnswerClient review

Has their income target changed?Covered

What feels uncertain right now?Likely

Who owns each next step?Open

Tracking quietly in the background

Canvases + Next Steps

The meeting was the easy part.
Now the hard part handles itself.

Canvases turn the conversation into the first draft: the plan, proposal, recap, or brief. Next Steps turn it into the action, ready to send where the work lives.

Explore Canvases Explore Next Steps

✦Canvas drafted from 42:18 of conversation

STRATEGY DRAFT

Client Review Follow-Up

Align on retirement-income changes and assign the follow-through.

DecisionMove forward with the balanced path and deliver the comparison by Friday.

Owners

AKAaronFriday

✦

NEXT STEPDraft the client-ready follow-up

How it works

It’s as easy as 1, 2, 3.

Just a simple app on your Mac or PC. No annoying bot joining the call. Just click Capture Notes.

#1
Join your video call or in-person meeting.
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#2
Capture what matters.
Open the Contio app, click Capture. Notes and action items take shape while you stay in the conversation.
#3
Leave ready to act.
Follow-ups, clear owners, and the first draft are ready. Momentum sparked. Nothing dropped.

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recording architecture

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News + ideas

Explore the Contio blog.

News and ideas about turning what gets said into what gets done.

Visit the blog

PodcastAug 27

See what happens when every conversation flows into the work.

Try Elite free for 21 days. Stay on the Free plan if it’s not for you.

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AI that turns what gets said into what gets done.

Northwind Outdoor — Growth Strategy

Deal Snapshot

Last Call with David (July 7)

Key Questions to Resolve

⚠ One Thing to Watch

Northwind Outdoor — Growth Strategy

The Problem Being Solved

What Was Decided

CFO Narrative — Agreed Framing

Key Risk Flagged

Northwind Outdoor — Pilot Proposal

1. Recommendation

2. Why This First Phase

3. Scope

4. Timeline & Milestones

5. What Success Looks Like

Our mission is to amplify the impact of human relationships.

For people whose meetings are only half of the work.

Your superpowers in a meeting — amplified.

Walk in sharp every time.

Stay one step ahead.

Leave ready to act.

Ask what matters. Know what’s covered.

The meeting was the easy part.
Now the hard part handles itself.

Client Review Follow-Up

It’s as easy as 1, 2, 3.

Go beyond the annoying bots.

Every meeting makes your whole team smarter.

Bulletproof privacy and security.

Explore the Contio blog.

The $4 Billion Dollar Man: Leadership Lessons from Jason Wenk

Connect Contio to Your AI Tools with the New API & MCP

Introducing Questions to Answer: Ask Everything That Matters

See what happens when every conversation flows into the work.

Come see how AI transforms the wealth management firm.

Put Benny to work on your next renewal.

AI that turns what gets said into what gets done.

Our mission is to amplify the impact of human relationships.

For people whose meetings are only half of the work.

Your superpowers in a meeting — amplified.

Walk in sharp every time.

Stay one step ahead.

Leave ready to act.

Ask what matters. Know what’s covered.

The meeting was the easy part.Now the hard part handles itself.

Client Review Follow-Up

It’s as easy as 1, 2, 3.

Go beyond the annoying bots.

Every meeting makes your whole team smarter.

Bulletproof privacy and security.

Explore the Contio blog.

The $4 Billion Dollar Man: Leadership Lessons from Jason Wenk

Connect Contio to Your AI Tools with the New API & MCP

Introducing Questions to Answer: Ask Everything That Matters

See what happens when every conversation flows into the work.

Come see how AI transforms the wealth management firm.

Put Benny to work on your next renewal.

The meeting was the easy part.
Now the hard part handles itself.