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Issue #23 Scheduling

Stop losing sales call details — every call, transcribed and searchable

Fathom AI records your sales calls, pulls out the highlights, and sends you the notes in 5 minutes.

ToolStack · Daily Tool

**The Problem** You take a sales call — customer has a project, they're deciding between you and two other contractors. You have a good conversation. You hang up and immediately forget half of it. When you write the estimate, you can't remember their timeline, budget range, or specific concerns. You either ask again (awkward) or you miss the details (expensive). **The Fix: Fathom AI for Sales Call Notes** Fathom records your calls, transcribes them in real time, and highlights the key moments — decisions made, questions asked, objections raised. You get a clean summary in your inbox within minutes of hanging up. Free for individual use. **What It Is** Fathom is a Zoom and Google Meet add-on that runs in the background of your sales calls. It listens, transcribes, and identifies the key points — without you doing anything. You get a full transcript and summary after every call. Search past calls by keyword across your entire history. **How to Set It Up (15 minutes)** 1. Go to fathom.me and install the browser extension (Chrome or Edge). 2. Connect your Zoom or Google Meet account — Fathom links directly. 3. Start a sales call as normal. Fathom starts recording automatically (it notifies all parties). 4. After the call: Check your email or Fathom dashboard. You'll see a transcript and summary: key decisions, action items, customer priorities, objections. 5. Use the summary when writing the estimate — reference their specific timeline, budget, and concerns. **Cost:** Free for individual use (one seat). $25/month for team features. **Real Example: Roofer** Brandon runs a three-crew roofing company in Birmingham. He was losing deals where he thought he'd done everything right and found out the customer went with someone who "seemed to understand my situation better." He started using Fathom on every estimate call. Within a month, he noticed: customers who mentioned a specific timeline booked at much higher rates when that timeline was acknowledged in the estimate. Now he references it in every proposal. His close rate on estimates went from 44% to 57%. Every sales call is a negotiation you can't afford to forget. Fathom is free, takes five minutes to set up, and turns your call history into a competitive advantage.

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