Prospect introductory meeting notes.
Capture the new household's situation, money in motion, and next-step commitment.
The voice note
What AgentLog extracts
- Money-in-motion event
- Planning need (income, beneficiaries)
- Wednesday follow-up commitment
Manual today vs AgentLog
Manual today
Prospect detail lost between meeting and Monday.
With AgentLog
Prospect record + planning task in CRM the moment you walk out.
Frequently asked
How long does it take to log this kind of note in AgentLog?
30-60 seconds total: tap record, speak the recap, review the parsed update on screen, approve. The CRM write happens after approval.
What does the structured output look like?
For "prospect introductory meeting notes", AgentLog typically extracts: Money-in-motion event, Planning need (income, beneficiaries), Wednesday follow-up commitment.
Does this replace my CRM?
No. AgentLog is the voice-capture and extraction layer. The structured updates are pushed into your existing financial advisor CRM.
What if I prefer to type?
Both audio and text capture run through the same extraction and review pipeline. Use whichever fits the moment.
More financial advisor use cases
Make prospect introductory meeting notes a 30-second voice note.
AgentLog turns the voice note you'd record anyway into the CRM update you should have made an hour ago.