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Business card workflows for every profession

One scan, one voice note, one follow-up — but 8 different workflows. Pick your profession.

The 4-step system, explained

  • Step 1 — Capture: scan the card or save manually (10s)
  • Step 2 — Annotate: voice note while context is fresh (10s)
  • Step 3 — Schedule: when to follow up + with what (5s)
  • Step 4 — Send: the reminder fires; you draft from voice-note context (60s)

Full system breakdown

Why a salesperson and a doctor capture contacts differently

  • Pace — sales reps capture 30 cards/event, doctors capture 1-2/week
  • Context-richness — real estate captures preferences-heavy notes, recruiters capture role-fit
  • Follow-up cadence — sales is 24-48h, consulting is 1-2 weeks
  • Compliance — doctors require HIPAA-aware framing, financial advisors require record-of-conversation
  • Same system, different annotation rubric per profession

Pick your profession

Sales reps

30 cards from one event; convert 5

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Founders

Remember every investor's 'next step'

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Real estate agents

Every showing, every preference

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Recruiters

Candidate context survives the ATS

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Consultants

Context across 6 months of clients

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Financial advisors

Compliance + memory + relationship

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Doctors

Private referral context per case

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Trade-show staff

Tag every lead with a voice memo, not a clipboard

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How real users adapt the system

Users with a profession-specific rubric complete 2× more contextual follow-ups (directional)

asset pending
Sales rep workflow screenshot with BANT-style tags
600x400 screenshot

Anonymized real-user workflows; one quote per profession + a profession-specific screenshot

Before

Generic 'business card scanner' app — same UX for everyone

After

Profession-specific annotation rubric — sales captures BANT, recruiters capture role-fit, realtors capture preferences

Internal product analytics — cohort by profession self-tag, after 30-day data window. NOT third-party certified.

Frequently asked

Is the system the same as the [profession]-specific version?
Same 4 steps. Different annotation rubric (what you capture in the voice note) and different follow-up cadence.
Can I customize?
Yes — every step's defaults are tunable. Most users start with the profession defaults and adjust over time.
Does the app support all of these?
Yes. The app is profession-neutral; the workflows are how different professions use the same primitives.
What if my profession isn't listed?
Pick the closest one (sales, consultant, founder cover most B2B). Use the rubric as a starting point. Or email us — we'll add you to a future spawn.

Pick your profession to see your workflow