Why I built SoftTalk

You get 3–5 discovery calls a month. Don’t let a sloppy one cost you a $30k client.

Very few at-bats, huge stakes on each. One missed question and a $30k client quietly slips away.

SoftTalk sits in on your Zoom discovery calls — invisible, no bot. It nudges you with the next smart question, built from your business, and emails you a CRM-ready brief the second you hang up.

I kept losing deals I should've closed. So I built the fix.

See how it works ↓
Free for your first 5 calls when SoftTalk opens · No credit card to join · Setup is 10 minutes — most of that is reviewing the Discovery Playbook it builds from a paragraph about your business.
Discovery Playbook · v3
14 fields · built from your business description
LIVE · 12:47
OVERALL0/14 covered
HEARING — JORDAN
…it's just me and a part-time marketer right now, and CAC is creeping past $400
In-house team history1 part-time marketerCOMPANY
Current CAC~$400, risingCOMPANY
Churn driver confirmedwrong-fit leadsPAIN
Monthly ad spend$6K/mo paidBUDGET
Budget range$3–5K/moBUDGET
Decision timelineNEXT STEPS
SUGGESTED PROBEONE AT A TIME
"What monthly budget did you have in mind for outside help?"
IN ZOOM'S SIDEBAR · NO BOT PARTICIPANT

Your prospect sees a normal call. You see everything you're learning.

1 Two participants. No bot on the line.2SoftTalk listens through Zoom's native media stream — in Zoom's own sidebar.
The problem

Your discovery call decides the deal. You're running it half-blind.

You're good in the room. You ask sharp questions, you read people, you build rapport. That's not the problem. The problem is what happens duringthe call: you're listening and writing at once, so you do neither well — and you miss the follow-up because you're typing the last answer. A week later you write the proposal from half-remembered notes, and the number comes in low.

Over a year: three deals you should have closed and didn't, plus 15–20% left on every proposal written from memory. For a $100K practice, that's $25K–$40K annually the wrong tools cost you.
01

The questions you didn't ask are the deals you didn't close.

02

Every minute you spend typing is a minute you're not listening.

03

The notes you take aren't the notes you need — they're the notes you can write while talking.

The journey

One paragraph in. One brief out.

  1. 01Describe your business
  2. 02Get your Discovery Playbook
  3. 03Run the call
  4. 04Brief in your inbox
Keep scrolling — the journey advances with you.
YOUR BUSINESS, IN YOUR WORDS

DISCOVERY PLAYBOOK · GENERATED FROM YOUR WORDS 0/6

I'm a marketing consultant for early-stage DTC brands — usually founders burning $5–10K a month on paid. They call me when CAC starts climbing and new customers churn out fast. Deals stall when their in-house team pushes back. Most engagements start around $4K a month.

early-stage DTC brandsVerticalCOMPANY
burning $5–10K a month on paidMonthly ad spendBUDGET
CAC starts climbingCurrent CACCOMPANY
churn out fastChurn driver confirmedPAIN
in-house team pushes backIn-house team historyCOMPANY
start around $4K a monthBudget rangeBUDGET
+ 8 more fields, including Decision timeline — edit anything. The Playbook is yours.
Discovery Playbook · v1 — LIVE ON YOUR CALL0/7
Vertical
In-house team history
Current CAC
Churn driver confirmed
Monthly ad spend
Budget range
Decision timeline
DISCOVERY BRIEF — JORDAN K · DTC SKINCAREIN YOUR INBOX
VerticalDTC skincare brand
Current CAC~$400 and rising
Churn driverwrong-fit leads from paid
Budget range$3–5K/mo, stated on call
Decision timelinefollow-up owed — ranked #1
Follow-ups ranked by closing impact · Send to CRM →
Any business

One product. Your Playbook.

Describe your business once — every field below is generated for it.

Discovery Playbook · v3
Built from a marketing consultant's description
LIVE · 12:47
OVERALL0/14 covered
HEARING — JORDAN
…it's just me and a part-time marketer right now, and CAC is creeping past $400
In-house team history1 part-time marketerCOMPANY
Current CAC~$400, risingCOMPANY
Churn driver confirmedwrong-fit leadsPAIN
Monthly ad spend$6K/mo paidBUDGET
Budget range$3–5K/moBUDGET
Decision timelineNEXT STEPS
SUGGESTED PROBEONE AT A TIME
"When did the in-house pushback start?"
IN ZOOM'S SIDEBAR · NO BOT PARTICIPANT
Same product, same groupings — COMPANY · PAIN · BUDGET · NEXT STEPS. Only the fields are yours.
What you get

Three things in your inbox before you close the tab.

CRM-READY

A structured brief in your CRM.

Your fields, captured live — not transcribed ten minutes later. Next week's proposal runs on what was said, not what you remember.

ONE PROBE AT A TIME

The question you forgot to ask.

It knows your discovery, so it knows when you've skipped something. One probe at a time, never a wall. You stay in the conversation; the prompt waits in your peripheral vision until you're ready.

EVERY FIELD HAS A STATUS

The end of "I think I covered everything."

Every field has a status. Every gap has a flag. Your follow-ups sit at the top of the brief, ranked by closing impact. You write Monday's proposal knowing what's qualified and what's still soft.

David Dinius, founder of SoftTalk
David Dinius — founder. Runs his own discovery calls on SoftTalk today.
Who built this

I lost three deals to bad discovery. So I built this.

I'm David Dinius. I run my own consulting practice. Last year I closed most of my own deals — which means I ran my own discovery calls, took my own notes, and lost my own deals because the discovery wasn't sharp enough.

Three of those losses still bother me. In each case the problem wasn't that I didn't know what to ask — it was that during the call I was writing the answer to the previous question instead of listening for the next one. SoftTalk is the tool I built for myself after the third one. It runs on my calls today. If you decide it isn't right for how you work, email me — I've probably evaluated the alternative and can tell you whether it's worth your time.

SHIPPEDNative Zoom RTMSConfigurator MVPIn-Zoom Apps SDK panelMulti-tenant + RLS + AES-256-GCM
From real demos

What people said when they tried it.

"I would even use this now as an 8-year rep in the industry I'm in. I would use this now."
Travis Gamblin · Owner, AVI Lead Gen · after running SoftTalk live on a roleplay discovery call
"I knew it had moved on from the question, but I wanted to throw it in — and it did go back and grab it. That was really cool."
Testing whether SoftTalk catches information added after a question has moved on. It did.
"It's almost like the human side — although I know it's all a lot of AI, it's the human side of the interaction."
Contrasting SoftTalk with AI phone agents that replace people.
Pre-launch — demo feedback, not customers. Real quotes, real name, used with permission.
How it works

Three steps. Ten minutes. Then it just listens.

01

Describe your business

Plain English. Two paragraphs about who you serve, what you sell, and how your discovery typically goes. That's it.

02

Review your Playbook

SoftTalk reads your description and generates the discovery fields you'd actually use — in the order you'd ask them. Edit anything. Add anything. Delete anything. The Playbook is yours from this point on.

03

Start your next call

Open Zoom. SoftTalk listens. It captures. It surfaces the probe you almost missed. When the call ends, your brief is in your inbox before you've closed the meeting tab.

01–02 · The configurator — your description in, your Playbook out
The SoftTalk configurator — a business description generating a Discovery Playbook

Step 03 is the live call at the top of this page — the Playbook panel docked in Zoom's sidebar, capturing as your prospect talks.

The outcome

Discovery, fully captured.

A real call's discovery progress, captured in real time as the conversation happens. A 30-minute discovery call typically populates a 30–50 field Playbook; this one is abbreviated for clarity. The actual brief lands in your inbox before you've closed the meeting tab.

0 /14 fields covered
CAPTURING
Company0/4
Pain0/5
Budget0/3
Next steps0/2
Scroll away and back to watch it fill again. On the real thing, this is your call.

Brief in your inbox before the meeting tab closes.

0
minutes of post-call typing
10
minutes of setup — one paragraph in
1
probe at a time — never a wall
5
free calls when SoftTalk opens
What's different

Discovery is supposed to be a conversation. Every other AI tool treats it like a checklist.

Every other AI sales tool

Otter, Fireflies, Gong, Chorus — they extract your call data into a fixed template. MEDDIC. BANT. SPIN. Or whatever framework the tool's founders happened to like. That's a fine bet if your discovery is a generic template.

Your discovery isn't.

MEDDICBANTSPINBot joins your callTranscribe, then extract

SoftTalk

Reads a paragraph about your business and generates a Discovery Playbook for your sales motion — the fields you actually need, in the order you actually ask them, with the probes you actually use when a prospect dodges.

It joins through Zoom's native Real-Time Media Streaming — no bot participant, no browser hack. Anthropic's Claude Sonnet runs an extraction tuned to your Playbook against the live transcript. The Playbook is the part that compounds: every call sharpens it for the next one.

Your Playbook, generatedCaptured live, not afterZoom-native, no bot
The end-of-call brief — structured, statused, CRM-ready
The SoftTalk end-of-call brief — structured fields with statuses
See it run

60 seconds of SoftTalk on a real discovery call.

Video — coming soon
Demo recording in progress. For early access, join the waitlist and watch it live on call 1.
Pricing

Two prices. Cancel anytime.

One discovery call decides a $20–50k deal. $200/month is the rounding error. We're taking five design partners on Founding Solo — once the cohort is full, the next round opens at general availability pricing ($400/month). One verbal commit so far.

Tier 1

First Five

Free
your first 5 discovery calls
  • Full product, no feature gates
  • Your Discovery Playbook generated from your business description
  • Real-time HUD on every Zoom call
  • CRM-ready brief after every call
  • No credit card required
What happens after you join: when SoftTalk opens to your cohort, David reaches out personally to schedule your 30-minute Playbook Setup Call. SoftTalk live on your next Zoom call within a week. Teams and larger needs? Talk to us →
The guarantee

The First-Five-Calls Guarantee.

Your first five discovery calls are free. If your first call doesn't produce a brief that's better than what you normally walk away with, I'll personally refund the month, and I'll spend 30 minutes with you helping you find a tool that fits better. You keep the Playbook we built — even if you don't use SoftTalk, it's a useful artifact for your discovery process going forward.

The reason it works this way: the only fear I can't argue you out of is the fear that the setup will be wasted time. So I make sure the setup is either valuable to you, or I pay you for the time. No forms. No friction. No hard feelings.

— David Dinius, founder
Questions we get

What you're probably wondering.

Through Zoom's native Real-Time Media Streaming. It does not join your meeting as a bot participant — it taps the audio stream Zoom exposes to authorized apps. No browser extension, no separate app for your prospect to see, no screen-recording hack that breaks every six weeks. It looks like nothing on the prospect's end; on your end, the panel sits in Zoom's right sidebar.

The Playbook is generated from your description, then you review it before any call — edit, add, delete anything. Founding Solo members get a live Playbook Setup Call where David builds it with you, plus a 30-day iteration window against your real briefs. The Playbook compounds: every call sharpens it.

Every other AI sales tool extracts your calls into a fixed template — MEDDIC, BANT, SPIN. SoftTalk generates a Discovery Playbook for YOUR sales motion from a paragraph about your business, and captures against it live during the call, not after. We verified in May 2026 — no other product in the market does this.

Your data lives in a multi-tenant architecture with row-level security and AES-256-GCM encryption. Your transcripts and briefs are yours; they're used to fill your Playbook, not to train models or feed anyone else's product.

You're the exact person it was built for. SoftTalk assumes one person who runs their own discovery calls — a consultant, an agency owner, a fractional exec. There's no pipeline dashboard for a VP of Sales because there's no VP of Sales.

Those tools give you a transcript and a summary you never read. SoftTalk gives you a filled Playbook you defined, during the call, plus the probe you almost missed. If the first brief isn't better than what you normally walk away with, the guarantee kicks in — refund plus 30 minutes helping you find a better fit.

You move to whatever general availability pricing is at the time (currently planned at $400/month) — or you cancel. No annual commit, no exit fee. You'll have 12 months of compounding Playbook value to weigh against it.

Yes. Month to month, cancel in one click, no retention flow. You keep your Playbook and every brief SoftTalk has written for you.

Last thing

Your next discovery call is happening anyway.

The only question is whether you run it half-blind or with everything you're learning in front of you. Join the waitlist — your first five calls are free when SoftTalk opens. If it's not better than what you do now, walk away, and take the 30-minute migration consult with you.

Free for your first 5 calls · No credit card · Setup in 10 minutes