Guides / Prepare for a customer meeting
How to prepare for a customer meeting with an agent.
Walking into a meeting unprepared shows. Here is the flow in SOIS, and the request that has your agent brief you in a minute.
The flow
Four steps, the way a person would do it in SOIS.
Pull the history
Gather the customer’s orders, invoices, deals, and past messages.
Summarise where things stand
A short read on the relationship and any open items.
Surface what to raise
Flag the opportunities, risks, and questions for the meeting.
Set the follow-ups
After the meeting, log the notes and create the next steps.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
via your agent
Brief me on the Acme account before my 3pm: where we stand, what is open, and what I should raise.
Done. A one-minute brief that makes you the most prepared person in the room, with the follow-ups handled after.
Explore the capability: Apps
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.