We can hear you saying “I’ll remember that”
You won’t.
Nobody does. Not when you’re juggling five discovery calls a week, each with different requirements, tech stacks, and budget constraints.
Here’s what actually happens: You finish a call feeling good. Client was engaged. Project sounds straightforward. You tell yourself you’ll write the proposal tomorrow.
Tomorrow comes. You open your notes. They say “WP site, custom fields, maps??” and nothing else.
Was it 15 pages or 50? Did they want e-commerce or just contact forms? What was the timeline again—8 weeks or 8 months?
You send a follow-up email asking questions you already asked. The client wonders if you were actually listening. You’ve lost momentum. The competitor who did take proper notes just sent their proposal.
Sweet Summary
● Sweet’s AI Notetaker joins your calls automatically and captures every word—scope, specs, budget, timeline, special requests
● After each meeting, you get organized notes structured into requirements, deliverables, and technical details
● One click turns those notes into a complete proposal with scope, services, and pricing suggestions included
● Clients get faster responses because you’re not spending hours reconstructing conversations
● Connect your calendar once and never manually transcribe meeting notes again
How to use AI notetaker efficiently to create high ticket proposals
The difference between a $3,000 proposal and a $30,000 one isn’t just scope. It’s detail.
High-ticket clients expect precision. They want to see that you understood every nuance of their business challenge, every technical constraint, every stakeholder concern mentioned in discovery.
That level of detail doesn’t come from memory. It comes from documentation.
Here’s how Sweet’s AI Notetaker captures the specifics that justify premium pricing.
Connect your calendar once
Setup takes two minutes. Connect your calendar to Sweet and you’re done.
Sweet sees your upcoming meetings automatically. Scheduled a last-minute call? Paste the meeting link directly in Client Kit.
No recurring setup. No pre-meeting checklist. Just schedule calls like you always do.
Let AI join your meeting
When the meeting starts, Sweet’s AI Notetaker joins automatically. No button to remember. No link to click.
It listens to everything. Not just the highlights you think matter. Everything.
Client says: “We need a real estate agency website with custom post types and advanced custom fields. Each listing should have an image carousel, virtual tour, location map, and the agent’s contact details.”
Sweet captures all of it. Every specification. Every technical requirement. Every offhand comment about budget or timeline.
You focus on the conversation. Sweet handles documentation.
This is the uncomfortable part—most agencies lose 40% of meeting details within an hour of the call ending. You’re not forgetting small things. You’re forgetting the details that separate a comprehensive proposal from a generic one.
What you get after the meeting ends
Sweet processes the entire call and emails you when notes are ready.
Click through. You’ll see a clean, organized breakdown:
● Requirements section with every feature discussed ● Technical specifications the client mentioned ● Budget and timeline details ● Deliverables they expect ● Special requests or preferences
Everything structured. Everything searchable. Nothing forgotten.
Review for accuracy. Add context if something needs clarification. It’s all editable before you move forward.
That’s the part most proposal tools miss—they give you transcripts, not structure. Sweet gives you both.
Turn notes into proposals with one click
Here’s where the time comes back.
Click “Turn into proposal” and Sweet transforms your meeting notes into a complete, professional proposal instantly.
Scope of work? Written. Services? Listed. Pricing suggestions? Included.
What used to take three hours now takes one click.
You can still customize everything—change pricing, adjust timelines, rewrite sections in your voice. But the heavy lifting is done. No more retyping requirements. No more recreating project details from fragmented notes.
The proposal includes your Proposal Power score, showing exactly where you’re strong and where you should add detail before sending.
For high-ticket proposals, this matters. Clients paying premium rates expect proposals that reflect premium thinking. When every technical requirement they mentioned shows up accurately in your scope, you look like someone who commands those rates.
Check your Proposal Power score before sending
Before you hit send, check your score one last time.
The Proposal Power score analyzes your proposal for completeness, clarity, and persuasiveness. Low score? Hit the suggestions button to see exactly what needs strengthening.
Missing timeline details? Vague deliverables? Unclear pricing structure? Sweet flags it before the client sees it.
Fix weak areas. Strengthen your positioning. Then send.
Send and close faster
Click Share. Send via email or copy the link.
Clients review, approve, and sign in one place. No printing. No scanning. No “I’ll get back to you next week.”
When you can send a detailed, accurate proposal within 24 hours of a discovery call—not five days later after two follow-up emails—you look organized. Professional. Like someone who has their business together.
Because you do. You’re just not doing it manually anymore.
The difference clients actually notice
Faster responses.
That’s what they care about. Not your process. Not your tools. Speed.
High-ticket clients move fast when they see precision. They’re comparing you to agencies that took a week to respond with generic proposals missing half the requirements discussed.
You’re sending comprehensive proposals the next day. With every detail captured. Every concern addressed.
That’s not just efficiency. That’s competitive advantage.
Start automating your proposal workflow
Connect your calendar at ohsweet.ai. Takes two minutes.
Sweet will see your upcoming meetings. When calls start, the AI Notetaker joins automatically.
After your first meeting, you’ll get organized notes. Turn them into a proposal with one click. Send it.
That’s the workflow. No training. No complicated setup. No manual transcription ever again.
Your clients get faster responses. You get your time back.
Ready to stop retyping?