What you'll accomplish
By the end of this guide, you'll have Jump set up to automatically join your client video meetings, generate structured notes and action items, and sync them to your CRM — eliminating 20-45 minutes of manual note-writing after every meeting. For an advisor with 3-4 meetings per day, this frees 1-2 hours daily.
What you'll need
- A Jump account (jump.ai — free trial available, then ~$30-50/month)
- Your client meetings happen via Zoom, Microsoft Teams, or Google Meet
- A CRM (Wealthbox, Redtail, or Salesforce — Jump integrates with all three)
- Time needed: 30-45 minutes for initial setup
- Cost: ~$30-50/month after free trial
How-To Guide: Set Up Jump for Automatic AI Meeting Notes
Step 1: Create your Jump account
Go to jump.ai and click Start Free Trial. Enter your email and create a password. You'll be asked for basic info about your practice (size, CRM used). Complete the onboarding questionnaire — this helps Jump understand your typical meeting types.
What you should see: A Jump dashboard with a "Schedule your first meeting" prompt and your calendar connection waiting.
Troubleshooting: If you don't receive the confirmation email, check spam. Jump uses your email domain to configure the account.