Oak for Sales & Client Meetings Bilingual call recap, proposal drafts, and follow-up tracking — without the manual write-up.
Client situation
Sales teams in Hong Kong run calls that switch between Cantonese and English by the sentence — sometimes by the clause. Capturing detailed client requirements accurately is the difference between a tailored proposal and a generic one. Yet most reps spend an hour after every call writing up notes from memory, and detail goes missing.
Manual follow-up tracking compounds the problem. Action items live in Slack, in CRM, in someone's notebook. By the third call, half the commitments have slipped.
The Oak workflow
- → Extract detailed client requirements from the meeting to create a comprehensive, targeted proposal.
- → Ask AI: "Help me draft the proposal outline based on the client requirements from the meeting?"
- → Monitor all follow-up actions and flag high-priority items to ensure nothing is overlooked.
- → Voice Memory across recurring accounts — Oak recognises the same buyer across calls without re-tagging.
Key achievements
- Targeted proposals from real client requirements
- Zero follow-ups dropped between calls
- 1+ hour back per rep, per day
- Cantonese ↔ English in the same call without breaking
Common questions from sales teams
How accurate is the recap when a call switches Cantonese ↔ English mid-sentence?
Oak handles Cantonese ↔ English code-switching at the clause level — the way HK sales calls actually happen — so requirements, numbers and commitments are captured in whichever language they were said, not lost or mistranslated.
How does Voice Memory help on recurring deals?
Oak recognises the same speaker across meetings without you re-tagging. By the third call, you stop manually labelling — and Oak's recap remembers what each stakeholder said in prior conversations.
Can I use my team's recap email format?
Yes. Define your template once — and every recap email comes out in your style.
Can Oak draft the proposal from what the client actually asked for?
Yes. Oak extracts the client's requirements from the call, then Ask AI drafts a proposal outline built around them — "Help me draft the proposal based on the client requirements from the meeting" — so you start from their words, not a blank page.