Stop scrambling before client calls.

Meeting Prep reads your calendar, CRM, and inbox each morning and sends you a one-page brief for every client meeting, in Slack or by email.

Walk into every call already caught up.

A 10:00 am policy review, and the brief that was ready by 7:35.

JW
Jess and Chris Whitaker
Northgate Insurance · Annual policy review
Today, 10:00 am
By hand, 9:58 am
10:00 Whitaker reviewNo agenda. No notes.
  • Re: kitchenSep 21
  • Umbrella renewal, please signSep 2
  • quick question about EvanAug 19
  • Fwd: claim docsJul 1
  • Re: Fwd: Re: roof photosJun 14
Whitaker notes.docx"call back re: roof??"Last edited 14 months ago
Call starts in 2 minutes
Your 10:00 brief is readyMeeting Prep · 7:35 am
Meeting with Jess and Chris10:00 to 10:30 am on Zoom. Both are coming.
Who they areClients since 2019: home, two autos, and a $1M umbrella.Last spoke June 12, about the roof claim. Paid in full July 3.
Still open, and what changedUmbrella renewal form not signed yet. It renews Nov 1.Evan got his learner's permit. The kitchen remodel is done.
Three things to raise
  1. Add Evan to the auto policy before his road test.
  2. Update the home's replacement cost for the new kitchen.
  3. Get the umbrella form signed while you have them.
Whitaker review at 10:00On Zoom, with Jess and Chris

You're in, and already caught up.

Built by Meeting Prep from your calendar, email, and CRM. Every line shows where it came from, and it only prepares: nothing goes to the client.

Example brief. The agency, clients, and details are made up; the process is the one we run for real.

What it takes off your plate

The morning sweep

Each weekday it opens a brief for every client meeting on your calendar.

The history

Past meetings, open items, and the last thing anyone promised.

What changed

Anything new in email since you last spoke.

A one-page brief

Who you're seeing, what to raise, and what to leave alone.

What it reads, and what you get

Connected the way you'd set up a new hire: only what the job needs.

It reads

  • Your calendarThe day ahead
  • Your emailRead-only
  • Your CRMThe history
Meeting PrepChecked by a person

You get

  • A one-page brief per meetingIn Slack or by email, before your first call

It never

  • Contacts a client
  • Changes your CRM or your email
  • Writes down a guess
  • Every line shows its source
  • A person on our team checks its work
  • Weekday mornings, before your first meeting

When it isn't sure, it asks.

A brief with a confident wrong fact is worse than no brief, so it stops and asks.

  • Two contacts with the same name
  • A thread that fits two deals
  • A meeting that matches nobody
How every agent asks before it acts
Decision neededYour 2:00 is "Sam, quarterly review," and there are two Sams in your CRM. Which one?

Thanks. The brief is on the right Sam.

Asked by Meeting Prep. An example; the names are made up.

Make Meeting Prep your first automation.

  1. 1Book a callTell us where the work piles up.
  2. 2We build it in your accountsIn month one. For the first week, a person on our team checks every write.
  3. 3Keep it, or cancelIf it isn't earning its keep within 14 days, cancel and pay nothing.