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)
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
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.
The features every profession leans on
- Conference-burst scanning: capture a stack of cards back-to-back, bulk-tag them by event, and work the follow-ups later
- Edge detection + steadiness auto-capture mean clean scans even when you're moving fast on a busy floor
- Instant AI follow-up drafts (email, LinkedIn, WhatsApp) so reps, recruiters, and founders send the same day instead of next week
- Free enrichment adds the company logo and LinkedIn link to every contact; deep data on demand
- Voice note after each meeting → transcribed into the contact so you remember the context
- Export the whole list to Excel or vCard for your CRM — nothing is locked in
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.