Revenue from clients you already have.
Most solos leave billable advisory work on the table because they forget what clients said. Ping catches it.
Three conversations from this quarter.
You walked out of Tuesday's call meaning to send the S-corp election numbers. By Thursday it was buried under three other clients. The follow-up never went out.
In March, a client mentioned cash was tight. You meant to circle back. It's June. They haven't heard from you about it.
A client is nervous about a new hire. You said you'd think it through and come back with options. That was two weeks ago. They're still nervous.
Three billable advisory conversations. Three things that should have turned into work.
Built for the way solos actually work.
You don't have a junior to chase action items. You don't have a CRM team. Ping fills the gap.
Captures every client meeting.
Ping joins your calls on Zoom, Google Meet, or Teams. Clean notes and action items hit your inbox. No tab switching. No rewriting at 9pm.
Surfaces signals worth a follow-up.
The S-corp question. The cash flow worry. The hire they're nervous about. Ping flags them in one view, so the billable threads don't get lost between meetings.
Sits in the tools you already use.
Action items flow into Karbon, Financial Cents, or Double. Notes go to email. Calendar stays where it is. You don't change how you work.
How it fits in your day.
No new app to live in. No daily review ritual.
- 1
The meeting ends.
You hop off the call and move to the next thing on your calendar.
- 2
A summary is in your inbox.
Notes, decisions, and what was discussed, written cleanly. Ready to send to the client if you want to.
- 3
Action items land in your existing tools.
Tasks show up in Karbon, Financial Cents, or wherever you already track work.
- 4
The threads worth following up on are flagged.
Open questions, worries clients raised, and revenue threads sit in one place. You glance at them between meetings.
Plugs into the tools solos run on.
Common questions from solos
Most notetakers stop at the transcript. Ping holds context across every client over time, surfaces what's worth a follow-up, and pushes action items into Karbon, Financial Cents, or Double. The notes are the easy part. The memory and the signals are why solos pay for it.
Most clients are used to a notetaker on the call by now. The bot is visible, so there's nothing hidden. If a client would rather keep a meeting off the record, just don't add Ping to that one.
Ping is SOC 2 compliant. Your firm's data and client conversations never get used to train public AI models. Your data is encrypted and siloed to your account.
About a minute. Sync your calendar and email and you're done. You don't have to migrate anything or change how you run meetings.