TL;DR: AI gathers public data on a company and contact, and creates a brief before a meeting, so you're prepared on what they do, what's new, and how you can help. You enter the meeting prepared, without spending an hour researching.
Unprepared Meetings Are Missed Opportunities
A client immediately senses when you haven't done your homework. However, serious preparation - reviewing the website, news, contact profile, and previous communication - can easily take an hour per meeting. When you have multiple meetings a day, it's easy to skip this step.
Then you go in blindly, the conversation wanders, and the opportunity passes.
What AI Prepares for You
AI automates the preparation process, saving you time and increasing the quality of your meetings.
- Company Profile. What they do, their size, recent publications, and growth signals.
- Contact Context. The person's role and what is publicly relevant to the conversation.
- History with Us. A summary of previous communication from your CRM.
- Conversation Angles. Where your service specifically solves their problem.
Measurable Results
- Preparation time reduced from an hour to a few minutes
- More focused and relevant conversations with clients
- More meetings per day without sacrificing quality
Frequently Asked Questions
Where do the data come from?
From publicly available sources and your CRM; nothing that isn't already legitimately available.
Will I receive the brief before the meeting?
Yes, the brief can be linked to your calendar, so it arrives automatically before each meeting.