Imaan Taghavi

I am wanting to use transcripts from meetings to automatically update CRM entries with clients / prospects. Does anyone do this currently? I'm considering OtterPilot / Notetaker -> post in slack -> Zapier watches the chat and parses notes and proposes updates to CRM -> human in loop accepts -> CRM updates. Would time savings with automated CRM entry like this be valuable for others? Thoughts?

New comment Sep '25

Automated CRM Entries Using Meeting Transcripts

Imaan Taghavi

1 like • Sep '25

@Max Kichuk Super helpful. Thx.

Elias Somi

Jun '25 •

General discussion

Thoughts about Easy grow?

Hi guys recently been in contact with Charlie Morgan’s team regarding a easy grow subrscruption The thing is it’s very expensive and I don’t really know if u get ur moneys worth. Has anyone bought it?

New comment Jun '25

Imaan Taghavi

5 likes • Jun '25

I am in it and had very good results. They give you LOTs of good systems, but you need the discipline to follow through if you want results.

Imaan Taghavi

0 likes • Jun '25

@Elias Somi the systems often involve cold outreach of some kind (calling, emailing, dm, etc.). You'll need to get comfortable with that sort of thing. If you can, it'll work well for you as the systems are sound.

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Imaan Taghavi

@imaan-taghavi-6295

Built two 6-figure dance businesses. Now building an agency with the same systems that drove high ROAS for my business' funnels.