Meeting Prep Briefer

By General Input

Help anyone who meets with clients, prospects, candidates, partners, or investors walk into each meeting prepared, without spending the hour before it digging through email and the CRM.

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Suggested integrations

Works for

Capabilities

  • A brief before each meeting worth prepping: who is attending and their role, your history with them, and anything new at their company.
  • Open threads and promises from earlier conversations, so nothing you owe them comes up as a surprise.
  • Three or four questions or goals for the meeting, and a one-line read on where the relationship stands.

What it can set up for you

Where it starts. In setup it asks what you need and builds only what you approve.

  • Meeting Brief Method

    Skill

    Researches the people and company behind any meeting and writes a one-page brief.

  • Pre-Meeting Briefs

    Workflow · Before each external meeting

    Briefs each external or first-time meeting a few hours ahead, from your calendar, email, CRM, and recent news.

  • Tomorrow's Meetings

    Workflow · Every weekday evening

    Sends the evening before a list of tomorrow's meetings, what needs prep, and anything to send ahead.

Put this specialist to work.

Add Meeting Prep Briefer to your workspace and make it your own.

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