Private beta · Launching August 2026

Stop doing unpaid admin.

CallToClose AI turns your discovery calls into winning proposals and automates your client reporting — without hiring a VA.

Save 10+ hrs / week Proposal in ~3 minutes An asset you own

// Be first in line — only 5 beta seats. Plus the free "Perfect AI Discovery Call" prompt at launch.

✓ You're on the list — watch your inbox for your beta invite.

Messy input
Discovery calls
Meeting notes
Client updates
AI processing
Client-ready deliverables
ProposalsPolished. Persuasive.
Statements of WorkClear. Professional.
Weekly Client EmailsTimely. On-brand.
Kickoff MaterialsOrganized. Impactful.
The time sink

You didn't go solo to write paperwork.

Proposals. SOWs. Weekly client updates. Kickoff docs. Every engagement buries you in 10+ hours a week of unbillable admin — time you could spend selling or delivering. CallToClose AI hands that busywork to a system you own, so the moment a call ends, the deliverable is already writing itself.

What it does

Three workflows that erase your admin.

Discovery call → Proposal & SOW

Talk, then send.

Paste the transcript. Get a polished, persuasive proposal and a clear scope of work in about three minutes — while the call is still warm.

Meeting notes → Weekly update

No more Friday scramble.

Turn rough notes into an on-brand client email that keeps every engagement looking buttoned-up, without you writing a word from scratch.

Proposal → Kickoff pack

Onboarding starts itself.

The moment they say yes, your approved proposal becomes an organized kickoff pack — so delivery begins the second the ink is dry.

Inside the beta toolkit

Everything you need to run it on day one.

Not a course. Not another app to log into. A complete, plug-and-play system that installs into your own accounts.

Discovery call → proposal / SOW workflow
Meeting notes → weekly client update workflow
Proposal → kickoff pack workflow
Notion consultant dashboard
Prompt library
Installation walkthrough videos
Feedback call or async setup support

Built on Notion + Make.com + OpenAI — it installs into your accounts, so it's an asset you own outright. No SaaS subscription, no lock-in, no monthly bill for the core system.

Beta pricing

5 founding seats. One price.

Beta · 5 seats only
CallToClose AI — Beta Toolkit
$75 $149 at launch
ONE-TIME · YOU OWN IT

Lock in the lowest price we'll ever offer, get in before the August launch, and help shape the roadmap.

  • All three automation workflows
  • Notion consultant dashboard + prompt library
  • Installation walkthrough videos
  • Feedback call or async setup support
Claim a beta seat

Launching August 2026 · Beta closes when all 5 seats are filled.

// After the beta
Full Toolkit$149 one-time
Done-for-you install$499 · limited
Inner Circle$29/mo · new workflow monthly
Get in early

Be first through the door.

Five beta seats. One August launch. Get early access and claim yours before they're gone.

// No spam. One launch email + your beta invite.

✓ You're on the list — watch your inbox for your beta invite.