Meeting prep briefs

Arrive prepared with account context, past discussions and open commitments.

Replaces: the ten minutes of tab-hopping before each call

Tidewater Software · Meeting prep briefs

Meeting prep briefsTidewater Software

Rachel KimAccount executiveRK

Meetings today: 6; 4 customers, 2 prospects
Briefs ready: 5; Prepared by 7:00 AM
Open items: 3; Commitments still owed to attendees

Account	Attendees	Open items	Status
Northwind Distribution	Dana Ruiz, Chris Yoon	1	Brief ready
Harborline Logistics	Jess Moreno	0	Brief ready
Bayside Supply Co.	Lena Ford, Omar (unmatched)	1	Check contact
Kestrel Foods	Paul Grant, Amy Lu	0	Reviewed
Granite Hardware	Tom Reyes	0	Brief ready
Atlas Cold Storage	Victor Hale, Sun Li	1	Brief ready
Pellham Grocers	Ruth Adler	0	Scheduled

Ran today at 7:00 AM

Checked today's calendar: 6 customer meetings, 1 moved, 1 cancelled
Prepared 5 briefs from HubSpot, Gmail and Google Meet notes
Skipped Coastal Mills: cancelled by the organizer
Could not check Salesforce: not connected, so briefs use HubSpot only

Northwind · 10:00

Last call: pricing

Brief ready

Meeting brief, drafted for review

Northwind Distribution · pricing follow-up, Nov 14 at 10:00 Attendees - Dana Ruiz, VP Operations: economic buyer, on all 3 calls since Oct 15 - Chris Yoon, IT manager: joined for the first time on Nov 6 and owns the security review Where things stand - Expansion from 4 to 7 warehouses, $86,400 ARR, Proposal stage in HubSpot - On Nov 6 Dana asked for 3-year pricing. You emailed it on Nov 8 with 8% off year one (Gmail) - Dana hasn't replied to that email Open item - Security questionnaire promised to Chris on Nov 6, not sent yet Suggested agenda 1. Walk through the 3-year pricing and hear Dana's reaction 2. Agree a date for the security questionnaire 3. Confirm who signs and the go-live target for the 3 new warehouses

Calendar: Pricing follow-up, 10:00 to 10:45, Google Meet
Attendees: Dana Ruiz, VP Operations; Chris Yoon, IT manager. Both matched in HubSpot
Deal: Northwind expansion, $86,400 ARR, Proposal stage
Last call: Nov 6: Dana asked for 3-year pricing and a security review
Open item: Security questionnaire promised to Chris on Nov 6, not sent
Sources: HubSpot deal, Gmail thread "Northwind pricing", Google Meet notes from Nov 6

History

Nov 14Brief prepared at 7:00 AM
Nov 83-year pricing emailed to Dana
Nov 6Pricing call with Dana and Chris

Runs on its own

Prepares briefs ahead of each meeting

Each morning, and whenever an invite changes, it prepares a brief for every customer meeting from HubSpot, Gmail and past Google Meet notes, with a source for every claim.

Waits for you

Contacts it can't match for sure

Contacts it can't match for sure wait for you. Briefs stay with you and are never sent to attendees.

Works with

Google Calendar
Gmail
HubSpot
Salesforce
Google Meet

What it keeps track of

Meeting: Calendar event IDtimeattendeesstatus
Contact match: Emailcontactaccountreviewed by
Brief: Sectionssourcesprepared at
Open commitment: Whatpromised todatesource
Note: Your notes and agenda edits

Make it yours

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