After a client meeting, Vinyl's AI can help you surface missed revenue opportunities, send a follow-up email, and create a proposal draft in Ignition, Socket or Anchor, all in under five minutes. This article walks through the complete workflow step by step.
Watch it in action first, then follow the steps below.
What you'll need
Before running this workflow, make sure you have:
Vinyl recording and transcribing your meetings
Email integration connected (Gmail or Outlook) — see Email Integration Overview
Step 1: Run Revenue Opportunities
Once your meeting has finished and Vinyl has processed the transcript:
Open the meeting in Vinyl.
Click the Revenue Opportunities button (shown in red in the meeting header).
Vinyl scans the full transcript and surfaces every service the client mentioned. For each opportunity, you'll see the exact quote, a confidence score, an urgency rating, a suggested talk track, and the fee value.
Open the Detailed Revenue Opportunities view for any item to read why it matters, how to raise it, and what the suggested next steps are.
Note which services you want to include in the proposal, you'll use these in Step 3.
For more detail, see Revenue Opportunities in Your Client Meetings.
Step 2: Draft and send a follow-up email
While the meeting is fresh:
Click Email in the meeting action bar, or ask Studio: "Draft a follow-up email for this meeting."
Vinyl generates an editable draft with the To, Cc, and body pre-filled, covering key discussion points and action items from the call.
Review the draft, make any changes, and click Send.
Nothing sends automatically, you always review the draft first. For more detail, see Email Integration Overview.
Step 3: Create the proposal draft
With your revenue opportunities in hand, turn them into a proposal:
Click Draft Proposal in the Studio panel, or ask in the Studio chat, for example: "Draft a new proposal."
Vinyl checks whether the client and relevant services already exist in your proposal tool. If anything is missing, what happens next depends on the tool: Ignition lets you approve creating a missing client or service, Anchor asks you to add missing services in Anchor first, and Socket adds services it can't match as a custom project line. Either way, setup like this only needs to happen once per client or service.
Vinyl generates a draft proposal in about a minute, matched to your service library and grounded in what was discussed.
Review the draft inside Vinyl. Make any adjustments by asking in the chat, for example, "Update the bookkeeping to $350/month" or "Add a one-off BAS lodgement line."
When you're happy, click Create to save the draft in your proposal tool.
Open the draft in Ignition, Socket or Anchor, make any final edits, and send it to the client for signature from there. Vinyl never sends a proposal for you.
Use cases
Discovery calls with new prospects. A first meeting often surfaces more billable work than you can act on in the moment. Run Revenue Opportunities to capture everything discussed, send a summary email straight after, and have a proposal waiting in your proposal tool by the time the client gets home. Same-day proposals have a much higher conversion rate than ones sent days later.
Annual review meetings with existing clients. A client mentions they've been struggling with payroll, haven't lodged their BAS in months, and are thinking about hiring. Revenue Opportunities flags all three as billable work. Turn them into a proposal before your next touchpoint instead of following up manually.
Advisory and planning sessions. A client discloses a business acquisition or restructure. Revenue Opportunities identifies advisory, legal structure review, and due diligence as opportunities. Draft a scoping proposal on the spot while the conversation is still fresh in both your minds.
New service discussions. A client expresses interest in management reporting or CFO advisory. The full workflow lets you respond within hours with a formal proposal, while competitors are still preparing theirs.
FAQ
Do I need all three features active to use this workflow?
No, you can use any step on its own. But running all three in sequence gives you the most complete response to a client meeting: you capture the opportunity, acknowledge it via email, and put a formal proposal in front of the client before anyone else does.
Does the email send automatically?
No. Vinyl always presents an editable draft first. Nothing sends until you click Send.
Does the proposal go straight to my proposal tool automatically?
No. You review and approve the draft inside Vinyl, then create it as a draft in Ignition, Socket or Anchor when you're ready. You stay in control at every step.
Can I run this on older meetings?
Revenue Opportunities works on any transcript in Vinyl, including historical meetings. The email and proposal steps work the same way regardless of when the meeting was recorded.
What if the client or service doesn't exist in my proposal tool yet?
It depends on the tool. With Ignition, Vinyl prompts you to create them during the proposal flow. With Anchor, Vinyl can offer to create a new client but not a new service, so add the service in Anchor and tell Vinyl. With Socket, Vinyl can only match clients that already exist, and services it can't match are added as a custom project line. Once things are set up, future proposals for that client will be significantly faster.
Does this work for in-person meetings?
Yes, as long as the meeting was recorded via Vinyl (either the bot or the mobile app), the transcript is available and all three features work exactly the same way.
What if Revenue Opportunities picks up services I don't want to propose?
Revenue opportunities are suggestions, not commitments. Review them, skip anything that isn't relevant, and only include what you want in the proposal.
What if I don't use Ignition, Socket or Anchor?
You can still run Steps 1 and 2 (Revenue Opportunities and email) without a proposal tool. For proposals, see Create Quotes and Proposals from Meetings — it covers how to draft a proposal in any format using Studio.