Connect Granola. Client Signal extracts opportunities, risks, and next actions from your meeting notes — scored, prioritised, and ready to act on.

Every sales call generates intelligence. Almost none of it makes it into your CRM.
You leave every discovery call with rich context. By the time you're back at your desk, it's buried in a doc no one will open again.
Manually re-reading transcripts to find the budget signal, the timeline hint, the risk flag — that's time better spent on the next call.
Transcript → notes → CRM → brief → proposal. Every handoff is friction. Deals cool while you're copying and pasting.
No manual tagging. No CRM gymnastics. Connect Granola and let signals surface themselves.
Authorise the Granola integration and your meeting notes arrive automatically. Every new meeting is picked up in real time.
2-minute setupClient Signal reads each note, extracts signals — opportunities, risks, actions, relationships — and assigns a deal score from 1 to 100.
Instant · no manual workYour pipeline is ranked by score. Export a DOCX brief, send the proposal, or run the next step — all from one place.
One-click DOCX exportEach contact gets a live score from 1–100, coloured green to red. Spot your best opportunities at a glance without reading a single note.
Every meeting is broken into five typed signals: Opportunities, Risks, Actions, Insights, and Relationships — each with priority and a suggested next step.
Generate a polished brief instantly — cover page, executive summary, signal breakdown, suggested pricing. Ready to send, no formatting required.
Your contact list is sorted by deal score — highest signal at the top, cooling leads at the bottom. Focus always lands on what matters most.
If your pipeline lives in your meeting notes, Client Signal was built for you.
You're doing sales without a CRM team. Client Signal turns your Granola notes into a scored pipeline so you know exactly where to focus tomorrow morning.
Budget mentions, expansion hints, competitor names — they surface automatically from every QBR and check-in call, so you're always one step ahead.
Run discovery, let Client Signal extract the brief. Export the spec to DOCX, adjust the pricing, send the proposal. What used to take a day takes an hour.
Connect Granola, see your last 10 meetings scored and prioritised in under 2 minutes. No setup. No CRM required.
Get early access — it's freeGranola account required · Works with existing notes · No credit card