For consultants & service providers

Client onboarding voice notes, collected without a call.

For consultants, coaches, and service providers running intake asynchronously — send a link, let the client talk through their situation, and read the write-up whenever it lands.

How the intake actually runs.

  1. 01

    Build the Ask once

    The questions you ask every new client — goals, background, constraints, who signs off — set up once and reused for the next one.

  2. 02

    Send one private link

    Email or text it to the client. No account for them to create, nothing to install.

  3. 03

    They talk, you get it in writing

    They answer question by question, out loud, from a phone or a laptop. You get a transcript and a summary before they’ve hung up.

Why it holds up mid-answer

A dropped connection doesn’t cost the client their answer.

Onboarding calls happen from a car, a job site, a phone with one bar. Sayso writes the recording to the device every few seconds as it happens, before it ever needs the network to upload — so a dropped connection loses seconds, not the whole answer.

Send the next onboarding Ask before the call would have started.