# Run a pre-sale audit and take call notes with Rolly Compare a lead's Instagram with a competitor's, and let Rolly turn a call transcript into notes. 5 min read. Updated 16 Oct 2026. Pro and Max only. ## Before you start - [Add a client](https://sociorolla.com/help/client-onboarding/add-client) ## Steps 1. Open the client's record. Rolly's tools are in the **Calls and notes** card on **Overview**. ![Step 1: Open the lead's record. Rolly works in the Calls and notes card.](https://cdn.sanity.io/images/vy53y317/production/09d2a7d8cff50702ec0deea712445f6d04dd340e-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 2. While the client is a **Lead** or **Proposal sent**, click **Run an audit**. ![Step 2: While the client is a lead, click Run an audit.](https://cdn.sanity.io/images/vy53y317/production/1c7f0256d061fc842be4e77e7f0cab321fa475a2-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 3. **The client's Instagram handle** is filled in from the client's brand when it has an Instagram account connected; type it if not. Add up to three competitors, and a line under **Your direction** if there is something you want Rolly to look at. ![Step 3: The client's handle comes from their brand. Add up to three competitors.](https://cdn.sanity.io/images/vy53y317/production/6371c212dd19af3895036efded80efb4061c2812-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 4. Under **Read the numbers through**, pick a connected Instagram account to read the last 30 days of public numbers. Without one, choose **Enter the numbers yourself** and fill in posts, Reels, likes and comments for each account. ![Step 4: Read the numbers through a connected account, or enter them yourself.](https://cdn.sanity.io/images/vy53y317/production/fde9f4d2ef301188749e53ca918f7b8e0761866c-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 5. Click **Run the audit**. The audit opens straight away, and Rolly fills it in, usually in about a minute. ![Step 5: Click Run the audit. The audit opens, and Rolly fills it in about a minute.](https://cdn.sanity.io/images/vy53y317/production/3c9f3c9bd2cd74421722db6fcfc85a785dc01ad6-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 6. The audit compares the accounts' last 30 days, then sets out **What we found** and **What we would fix first**. You can **Edit** it, preview it as your contact, share it as a PDF or send it to them. ![Step 6: Rolly compares the accounts and says what to fix first.](https://cdn.sanity.io/images/vy53y317/production/431414d5ac24d484d82997120118c2fd2d7765f1-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 7. After your discovery call, go back to the client's record. ![Step 7: After your discovery call, go back to the client.](https://cdn.sanity.io/images/vy53y317/production/875ca1d00838f9bfad09497fdd622b777a825aed-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 8. In **Calls and notes**, click **Paste**. If your recorder gives you a file, **Upload transcript** takes a .txt, .vtt, .srt or .docx file of up to 5 MB. ![Step 8: In Calls and notes, click Paste to add the call's transcript.](https://cdn.sanity.io/images/vy53y317/production/23b064d2c31b2198bf27e500b70aa65de6aff623-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 9. The call is named **Discovery call** and dated today. Change the **Kind** or the date if you need to, then paste the transcript with the speakers' names in it. ![Step 9: Name the call, pick its kind and paste the transcript with speaker names.](https://cdn.sanity.io/images/vy53y317/production/ff9528b72a1993ee273001e440132e987b83fa2d-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 10. Tick the box to confirm everyone on the call agreed to it being recorded or transcribed. Rolly won't read a transcript without it. ![Step 10: Confirm everyone on the call agreed to the recording.](https://cdn.sanity.io/images/vy53y317/production/e6a95457c1a4a03c80eb600879a1076c26727600-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 11. Click **Save**. The call shows **Rolly is reading the transcript** while it works. ![Step 11: Click Save, and Rolly reads the transcript.](https://cdn.sanity.io/images/vy53y317/production/c65da27720fe62ec2da55093bdc3e3f3b928c903-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 12. Rolly's notes list the client's goals, budget, concerns and what you agreed. The full notes feed the strategy Rolly drafts later, and the transcript is kept for 90 days. ![Step 12: Rolly notes the goals, budget, concerns and what you agreed.](https://cdn.sanity.io/images/vy53y317/production/f1895012ad05adeb21b29a04e9c39c0145568985-2880x1800.png?w=1600&sharp=25&q=90&auto=format) ### The pre-sale audit **Run an audit** shows while a client is a **Lead** or **Proposal sent**. Read through a connected Instagram account, Rolly uses the public numbers of the last 30 days. Numbers you enter yourself are marked as yours in the audit. **Edit and re-run** on the audit changes the handles or your direction and runs it again. ### Call transcripts Paste a transcript of up to 200,000 characters, or upload a .txt, .vtt, .srt or .docx file of up to 5 MB. The transcript is kept for 90 days and Rolly's notes stay. From a call's menu you can read the transcript again or have Rolly take the notes again. ## Related articles - [Start onboarding and send the hub link](https://sociorolla.com/help/client-onboarding/start-onboarding) - [Draft the strategy with Rolly or send your own](https://sociorolla.com/help/client-onboarding/strategy-with-rolly) Source: https://sociorolla.com/help/client-onboarding/presale-audit-and-calls