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Advisory Board Intelligence

Turns a messy group call into clean, per-member intelligence in the CRM.

CategoryAI Transcription & CRM
EngagementRetainer
Steps04
01 · The situation

Group calls are messy to attribute.

One Life Club runs monthly advisory boards: groups of members and a facilitator on Zoom. The conversation jumps between topics and people, and afterwards nobody has a clean record of what each member discussed.

Without attribution, the team cannot search what a member is struggling with, where their strengths are, or who they should be connected with. That intelligence is exactly what a networking community lives or dies on.

Group calls jump between topics and people
Messy
Member intelligence trapped in call recordings nobody watches
Lost
02 · What we built

Transcribe, summarise, attribute.

Every advisory board call is transcribed, then an AI summarisation layer untangles the conversation and attributes the right discussion summary to the right member's profile in HubSpot.

The system handles speaker diarisation across multiple voices, topic segmentation within a single call, and maps each insight back to the correct CRM contact.

Zoom callAdvisory boardTranscribeFull sessionAI summarisePer memberAttributeSpeaker matchHubSpotMember profiles
03 · At scale

50+ sessions a month.

Across 600+ members, 50+ advisory board sessions run each month. Every one is processed and attributed without a human in the loop.

Advisory board sessions per month
50+
Members with attributed intelligence
600+
04 · Results

Searchable member intelligence.

The team can scan and search what each member is struggling with, where their strengths are, and who they should be connected with. That builds a set of member attributes for matching and indexing people against each other.

Intelligence trapped in recordings
Before
Per-member profiles searchable in HubSpot
After

Results

50+ advisory board sessions per month, each transcribed, summarised, and attributed to the right member's profile across 600+ members, so the team can search what each member is working on and who they should be connected with.

In their words

Tuned has been an absolute game-changer for our operations. Their ability to quickly identify bottlenecks, streamline processes, and implement smart automations has saved our team hours each week. They're proactive, efficient, and a true problem-solver. Highly recommend for any business serious about scaling smarter.

Sue Pham

General Manager, One Life Club