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Client Intelligence Hub
All Meetings
Prospects
Active Clients
Open Items
This Month
47 Meetings Apr 2026
Hartmann Group
Apr 21
Needs Assessment · 38 min
Prospect Proposal Pending Transcript ✓
Rivera CPA Group
Apr 18
Quarterly Review · 52 min
Active Client Upsell Flagged
Teal Bay Services
Apr 18
Proposal Presentation · 41 min
In Presentation Transcript ✓
Kellner & Associates
Apr 16
Needs Assessment · 29 min
Proposal Sent Transcript ✓
Apex Holdings
Apr 14
Onboarding Kickoff · 67 min
Active Client 2 Items Overdue
Northshore Dental
Apr 11
Annual Review · 44 min
Active Client Renewal Due
Brightside Realty
Apr 9
Needs Assessment · 33 min
Lost Transcript ✓
Meridian Law Group
Apr 7
Discovery Call · 22 min
Prospect Follow-up Due
Blue Ridge Logistics
Apr 3
Quarterly Review · 38 min
Active Client
Hartmann Group
Needs Assessment  ·  Tuesday, April 21, 2026  ·  9:15 AM  ·  38 min  ·  Google Meet
✓ Transcript Ready ⏳ Proposal Pending Professional Services S-Corporation QuickBooks Online
AI Meeting Summary ✨ Generated
Hartmann Group is a professional services S-Corp currently managing their books manually with QuickBooks Online. They have 2 bank accounts (Chase, BofA), 3 credit cards, and approximately 150 monthly transactions. The owner expressed frustration with month-end close taking too long and difficulty getting clean reporting for their accountant. They are actively looking for a bookkeeping partner and mentioned budget flexibility. Payroll for 4 employees is currently handled by a local firm they are unhappy with. Strong fit for bookkeeping + monthly reporting + payroll bundle. Decision maker was present. Follow-up call to present proposal requested within the week.
Action Items ✨ Extracted
✓
Generate and send proposal for bookkeeping + payroll + monthly reporting bundle
Diane Denholm
Due: Apr 23
Schedule proposal presentation call — client requested "by end of week"
Diane Denholm
Due: Apr 24
Send case study on similar professional services client (previous bookkeeping win)
Diane Denholm
Due: Apr 22
Key Moments from Transcript ✨ Highlighted
Client — Owner
"Month-end close is taking us 4 or 5 days and we still don't trust the numbers. Our accountant keeps asking for things we can't produce quickly. It's embarrassing, honestly."
Client — Owner
"The payroll company we're using now is just — they're not responsive. We had a wrong direct deposit last month and it took three days to fix. My people were not happy."
Client — Owner
"Budget isn't really the issue. What I need is someone I can trust to just handle it. I don't want to think about this anymore."
Meeting History — Hartmann Group
Apr 21
Needs Assessment (Today)
Proposal Pending
Feb 14
Initial Discovery Call
Not Ready at Time
Oct 8
Networking Event — First Contact
Via Carol Linden
🧠
Ask Your Client History
47 meetings · 312 action items · all clients
Ready
📂 Context: All meetings · Apr 2026 · Supporting Strategies NE Florida
Hi Diane. I have all 47 of your meetings loaded — prospects, active clients, reviews, and onboarding calls. Ask me anything about any client, topic, or action item. I'll pull from the transcripts directly.
AI · Client Intelligence
Which clients mentioned cash flow problems in the last 90 days?
Diane · Just now
I found 3 clients who mentioned cash flow concerns in the last 90 days:

1. Northshore Dental (Apr 11) — Owner said "we're running about 45 days behind on receivables and it's starting to squeeze us." No current CFO support.

2. Blue Ridge Logistics (Apr 3) — Mentioned seasonal cash flow gaps in Q1. Asked if you offer cash flow forecasting.

3. Apex Holdings (Apr 14 onboarding) — Flagged that previous bookkeeper wasn't giving them monthly visibility. "We were always surprised."

All three are active clients. Northshore and Blue Ridge may be candidates for upgraded reporting or fractional CFO services.
📄 Northshore Apr 11 📄 Blue Ridge Apr 3 📄 Apex Apr 14
AI · 3 sources
What are all open action items assigned to me this week?
Diane · Just now
You have 5 open action items this week:

🔴 Due today: Send Hartmann Group case study on similar client win (Apr 22)

🟡 Due Apr 23: Generate & send Hartmann Group proposal

🟡 Due Apr 24: Schedule Hartmann Group proposal presentation call

🟡 Due Apr 24: Follow up with Meridian Law Group — went quiet after Apr 7 call

🟢 Due Apr 25: Send Northshore Dental renewal paperwork (contract expires May 1)
📋 5 meetings
AI · This week
Why did we lose Brightside Realty?
Diane · Just now
From the Apr 9 transcript, Brightside Realty went with a competitor. Key reasons mentioned:

1. Price — Owner said "we got a quote for $400 less per month from someone local." Your proposal was $1,580/mo.

2. Response time — There was a 5-day gap between their needs assessment and when they received your proposal. Owner mentioned they "heard back from the other company the next day."

Pattern note: This is the second prospect this quarter who cited proposal turnaround time. Kellner & Associates also mentioned it. With the Proposal Engine, your average turnaround is now 6 minutes.
📄 Brightside Apr 9 📊 Pattern: 2 of 8 losses this quarter
AI · Loss analysis
Try asking
Which prospects haven't heard back from us in 14+ days?
What services did Rivera CPA ask about that we haven't quoted?
Summarize everything we know about Hartmann Group