Description
From first client meeting to paid invoice in one connected workflow. See how a small business consultant saves hours of admin with AI meeting notes and connected tools.
In this session from Zoom’s SMB Connect series, you’ll follow a consultant from discovery call to signed proposal, finished deliverable, and paid invoice. Learn how AI meeting notes sync from Zoom Meetings into Bonsai, how proposals are drafted from meeting context, how invoices are created from accepted proposals, and how to turn meeting recaps into client-ready briefs and slides with Zoom AI. The session also shares new research on how small business owners feel about AI taking action on their behalf.
*What you’ll learn:*
- How to sync AI meeting notes into Bonsai to keep client context in one place
- How to create proposals and invoices from your meetings
- How to draft client-ready briefs and slides from your meeting recaps
- New research on how small business owners feel about AI taking action on their behalf
Perfect for consultants, freelancers, agencies, and small business owners who want less admin and more billable time.
*Chapters:*
0:00 Introduction
0:23 The problem: too many tools for small businesses
1:42 Automatic meeting notes in Zoom
2:06 Client context syncing to Bonsai CRM
3:19 Building a proposal from meeting notes
4:55 Customer story: Scott’s experience
5:31 Client signs the proposal
5:45 Brand positioning brief with Zoom AI
6:22 Polished client-ready layout in Canvas
6:56 Competitive landscape slides with AI Slides
7:12 Invoice created from the accepted proposal
7:36 Customizing the invoice and payment reminders
7:54 The client payment experience
8:20 Recap
8:57 Zoom for Business Owner plan
9:13 Closing
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