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The private AI copilot for live conversations.

It suggests the next question, catches the dropped thread and flags the missing topic. No bot joins the call.

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macOS 14.2+ · Apple Silicon

Discovery & Scope Alignment · Kite Studio
AskTools she's tried and dropped
What are the critical deal signals that generic summaries always miss?
She dismissed AI notes as generic fluff. Probe for the commercial levers that dictate price, timeline, and approval.
InsightWhat gets lost between the call and the proposal
The loss isn't in the call — it's in the two or three days before she rereads her notes.
00:12Opening script to introduce yourself and set expectations for the call.Asked
Listening·2 speakers · 3 min 39s
00:04Juarez (You)

Thanks for making time, Amara. I'm trying to understand how independent consultants and small agency owners manage the conversations that shape client work — from the first discovery call through delivery and renewal. So today I just want the messy version of how that works for you, not the tidy one.

00:26Amara Smith

Happy to. Honestly, the messy version is the only version I have.

00:33Juarez (You)

Can you walk me through the last discovery call you ran, from booking it to sending the proposal?

00:41Amara Smith

It was a rebrand for a dental group. It came through a referral, I skimmed their website for ten minutes, and I went in with a Google Doc of questions I've reused for about three years. During the call I type into the same doc, but I'm half listening and half typing, so what I end up with is mostly fragments.

01:24Juarez (You)

What do you write down during a call, and when do you look at it again?

01:33Amara Smith

Fragments, like I said. I reread them when I write the proposal, which is usually two or three days later, and by then half of them don't make sense. Last month I lost a whole requirement that way. They told me their board signs off on anything over fifteen thousand, and it never made it into my notes.

02:10Juarez (You)

Got it. And how many of these calls do you run in a typical week?

02:17Amara Smith

Three or four, on top of delivery work. I bill about a hundred and forty an hour, so every hour I spend rewriting notes is an hour I'm not billing.

02:41Juarez (You)

Makes sense. What does the proposal itself look like — is it a template?

02:50Amara Smith

A Keynote template. I duplicate the last one and rewrite it, which is how a dental client once got a paragraph about a coffee roaster.

03:05Juarez (You)

Ouch. Have you tried anything to fix the note-taking side of this?

03:12Amara Smith

I've got three note-taking apps on my phone right now. I tried an AI notetaker for a couple of months, but clients got weird about a bot joining the call. And it gave me a summary of everything, which is the same as a summary of nothing.

From preparation to complete clarity.

Sideprobe stays quiet until it matters—tracking your brief, surfacing timely interventions, and closing with action items.

01 // Prep

Prepare with Purpose

Define what you want from the call. Sideprobe turns your notes and goals into a live briefing checklist rail before you connect.

Session brief

Goal

Find out whether what happens between a client call and the proposal is painful enough that an independent consultant would pay to fix it.

Introduction

Thanks for making time. I'm trying to understand how independent consultants and small agency owners manage the conversations that shape client work — from the first discovery call through delivery and renewal.

Topics

0 of 4 covered

Planned questions

0 of 5 asked
02 // Live Assistance

Stay Sharp as It Unfolds

Sideprobe listens quietly on your Mac. When the conversation touches key points, it surfaces one timely intervention—probing questions or unexpected insights.

Live assistance
InsightWhat gets lost between the call and the proposal
Three weeks of delay on an eighteen-thousand proposal traces back to one line she didn't reread.
She connected the board sign-off to the stalled deal herself — that's the cost of the gap, in her own words.
raised again
03 // Debrief

Walk Away with Certainty

Finish the call knowing what you covered and what you missed. Every insight is verified against local transcripts with instant action items.

Debrief summary
Summary saved locally

Key insights

5 items
1

The notes survive the call; the meaning doesn't. She captures fragments live and rereads them two or three days later, when half no longer make sense. The loss happens in that gap, not during the conversation.

2

One unread line cost three weeks on an eighteen-thousand proposal. The board's sign-off threshold was in her notes as "board — 15k?" and never reached the proposal, so the deal stalled at the board.

3

She dropped the notetaker over priority, not accuracy. A summary of everything read as a summary of nothing; what she wants is the two or three facts that change price or timeline.

4

The rework is unbilled time at about 140 an hour. Every hour rewriting notes is an hour of delivery she doesn't bill, three or four calls a week.

5

She volunteered willingness to pay. She'd pay for this before another notetaker — though the pricing topic itself was never reached.

Notable quotes

3 quotes

"Last month I lost a whole requirement that way. They told me their board signs off on anything over fifteen thousand, and it never made it into my notes."

— Amara Smith · 01:52 · supports insight 2

"And it gave me a summary of everything, which is the same as a summary of nothing."

— Amara Smith · 03:31 · supports insight 3

"Only that I'd pay for this before I'd pay for another notetaker. The notes aren't the problem, it's what I do with them after."

— Amara Smith · 06:38 · supports insight 5

Action items

Mock a pre-send check that pulls sign-off, deadline and budget out of the call notes, and put it in front of Amara
Ask two more solo consultants whether their losses happen in the reread gap rather than during the call
Find out what she pays for today and what she cancelled, before naming a price
Learn how her copywriter works from the notes — a second reader of the same fragments

Open questions

— Would she trust a prompt before "send" more than a better summary after the call?
— Is the copywriter a second user, or a second victim of the same notes?
— What made clients "get weird" about the bot — the bot itself, or being recorded at all?

Topics covered

How she prepares for a discovery call
00:33Covered

A referral, ten minutes on their site, and a question doc reused for three years.

What gets lost between the call and the proposal
01:52Covered

Volunteered: the board's sign-off threshold, lost in the reread gap.

Tools she's tried and dropped
03:05Covered

Three note apps and an AI notetaker, dropped over client discomfort and flat summaries.

What fixing it would be worth
Not covered

Ran out of time. "I'd pay for this before another notetaker" is the only signal, and it was volunteered.

Planned questions & answers

Q:Can you walk me through the last discovery call you ran, from booking it to sending the proposal?
A:A referral, a skim of the site, a reused question doc, fragments typed live, and a proposal from a duplicated Keynote template.
Q:What do you write down during a call, and when do you look at it again?
A:Fragments, reread two or three days later when writing the proposal.
Q:Tell me about a time something said on a call didn't make it into the proposal?
A:The dental group: an eighteen-thousand proposal stalled three weeks on a board threshold already in her notes.
Q:Have you tried anything to fix the note-taking side of this?
A:Three note apps and an AI notetaker; clients disliked the bot, and its summaries weighted everything equally.
Q:If this were solved tomorrow, what would it be worth to you?
A:Not asked — the call ran out of time.

The best question is rarely the one you planned.

After years of running research and customer interviews, I kept noticing the same thing: I'd walk in with a plan, and the best conversations always went somewhere I hadn't scripted.

Sideprobe listens in real time, compares the conversation to your briefing, and suggests the most relevant next question — even one that wasn't on your list.

It's not about recording the conversation. It's about guiding you to a better one while it's happening.

Juarez Filho
Juarez Filho
Founder, Sideprobe

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telemetry.schema.ts
TypeScript
export interface TelemetryEvent {
  duration_s: uint32;
  actions_count: uint8;
  transcripts: never;
  audio_stream: never;
}

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+
To:
Amara Smith
Subject:Following up on our discovery call
From:juarez@sideprobe.ai

Hi Amara, thanks again for your time today.

What you shared about losing context between the call and proposal really resonated.

I put together a quick pre-send check based on our chat. Would love your thoughts next week.

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FAQ

Questions worth answering upfront.

macOS 14.2 or later, on Apple Silicon (M1, M2, M3, M4). Sideprobe leverages Apple's on-device neural engines to ensure transcription and inference run fast without taxing your laptop.