Clio

Meet Clio · Postgame Post-Call System

Hang up. The follow-up is already done.

The post-call system I run on every call. Summary, tasks, follow-up and the bangers from the call, waiting in Slack by the time I've grabbed a coffee.

$4,500 setupthen $997/moLive in 21 days
Built onFathomClaudeNotionSlackGmailRemotionDropbox

The call ends, the real work starts

Notes, tasks, a recap email, a CRM update, and somewhere in that call was a line that would have made a great reel. Most of it never happens, and the stuff that does happens three days late.

Without it

  • Notes that live in your head The good stuff from the call is gone by your next meeting.
  • To-dos nobody wrote down You said you'd send something over. Nobody remembers what.
  • Follow-ups that slip You meant to send the recap that afternoon. It's been four days.
  • Your best content stays on the call You said something great, then never cut it.

With it

  • A summary in Slack What was said, what was decided and what's next, posted to your meetings channel.
  • Tasks with context Every to-do from the call created in Notion on the right project, with who owns it.
  • The follow-up drafted Recap, next steps and action items in your voice, so the ball lands in their court.
  • Bangers ready to review The best moments cut into vertical reels, captioned, waiting for your thumbs up.

How it works

01 You take the call Your notetaker records it. Within minutes the transcript is filed under the right client or lead.
02 The summary posts A meeting summary lands in your meetings channel and on their page in Notion. A lead who just had their first call moves to Pitching on its own.
03 The agent triages it It reads the whole call, builds its own to-do list, creates the tasks, does what it safely can, and drafts the follow-up email or WhatsApp.
04 The bangers get cut AI scores every line for the best moments and cuts vertical reels: you on top, your screen or a graphic in the middle, their reaction below, captions word by word.
05 You approve from Slack Watch, approve or reject each reel with one tap. Approved clips land in a folder ready to download with the caption written. Reject with a note and a recut comes back in about eight minutes.

What lands in Slack after every call

Call closed out: discovery call12 minutes after the call · sample
  • Meeting summaryThree lines on what happened, posted to #meetings, and the lead moved to Pitching.
  • Done already3 tasks created on their project, each with the context from the call.
  • Follow-up draftedRecap, next steps and what we need from them, waiting for your yes.
  • Needs youSend the proposal by Thursday, they asked for two options.
  • Needs themTheir ad account access and last month's numbers.

Sample report, for illustration.

The highlight reel

4 reels from your call with a lead#editing · 40 minutes after the call · sample
  • "I fired my setter last month"Cold open on their strongest line, score 9 out of 10. Watch, Approve, Reject.
  • The dashboard revealYour screen share in the middle, their reaction underneath. Watch, Approve, Reject.
  • ApprovedMoved to the Approved folder, caption written, download link in the thread.
  • Recut on requestYou said "start two seconds later". The new cut is back in the thread.

Sample report, for illustration.

What you get

  • Call captureEvery recorded call transcribed and filed to the right client or lead, automatically.
  • Meeting summariesPosted to Slack and saved in Notion, with your pipeline stage moved when it should be.
  • The triage agentTasks with context, the follow-up drafted, and a done, needs you, needs them report in your Slack.
  • The reel cutterVertical reels in one proven format, built on a call reel that pulled 100,000 views, with captions, a cold open and a loop.
  • One tap reviewWatch, approve or reject in Slack, recuts on request, approved clips ready to download.
  • Privacy rulesOnly the calls you allow get clipped, faces can be hidden, and screens are blurred by default.
  • A plain English guide and a walkthrough videoWhat fires after every call, and how to tune it.

Who it's for

Founders, consultants and agencies who are on calls all day and want every one of them to turn into progress, and into content.

  • It fits if you take ten or more calls a week, sales or client.
  • It fits if you record calls with a notetaker like Fathom, or are happy to start.
  • It fits if you run your projects and leads in Notion and your team in Slack.
  • It fits if you post short form and your calls have more good lines than your scripts do.

It's not for you if you rarely take calls. Want the lead confirmed and researched before the call too? That's Pregame. Only want the clipping part to run yourself? The Callback skill is free on my resources page.

Already running

  • 165 calls captured and filed on their own
  • 110 calls triaged without a prompt
  • 106 reels cut from my own calls

This runs on every call I take. I built the triage because follow-ups were slipping, and the reel cutter after one clip from a sales call did 100,000 views.

Questions

What does it cost to run each month?

The monthly fee covers me running it on my servers, the AI and the video rendering included. Your notetaker and your storage plan stay yours.

How long does setup take?

About 21 days. The first week is tuning the triage to how you work, the rest is the reel format and your privacy rules.

Does it send anything on its own?

No. Summaries and tasks are internal. Every follow-up is a draft you approve, and no reel ever posts itself.

What about the people on my calls?

You decide which calls get clipped. By default only sales calls are eligible, anyone can be set to faces hidden, and screen shares are blurred by default to keep client details out of your reels.

What do you need from me?

Your notetaker, Notion, Slack, Gmail, a storage folder for the clips, and five or six past calls so the triage and the reels match you.

Install Clio

Live in 21 days. Then we run it for you.

Setup

$4,500

One time. We install it and make it yours.

  • A short call to confirm it fits
  • Connected to your tools and trained on your business
  • Tested on your real data before it goes live
  • A plain English guide and a walkthrough video

Then monthly

$997/mo

We run it on our servers so you never have to.

  • Hosted, monitored and backed up by us
  • Fixes and updates included
  • Changes as your business changes, one request at a time
  • Cancel any time after the first 3 months

For agencies

Resell Clio under your brand.

Most of our agency clients use these twice: once for themselves, then again for their own clients. White label any system in the store and we install, run and fix it quietly behind you.

Your brand

Your name and logo on everything the client sees. Ours never shows.

Your client's accounts

Installed into each client's own tools, connected to their data.

We do the work

Setup, hosting, fixes and updates stay with us, one monthly line per client.

Partner pricing

A lower setup per install once you resell, so every client you add is margin.

Book an agency partner call
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