Meeting Prep Assistant
Prep brief · Agenda · Discovery questions — all generated in one click
Setup
Prep brief
Agenda
Questions
Meeting details
Business / prospect name
Contact name and title
Meeting type
First discovery meeting
Follow-up / proposal review
Annual business review
Retention / at-risk meeting
Branch referral introduction
Treasury / cash management pitch
Meeting format
In person at their office
In branch
Phone call
Video call
Lunch / offsite
Allocated time
30 minutes
45 minutes
60 minutes
90 minutes
Your role
Cash Management Sales Officer
Branch Manager
Universal Teller
Relationship Manager
Business profile
Industry
Property management
Healthcare / dental
Construction / contracting
Manufacturing
Professional services
Nonprofit
Retail / restaurant
Distribution / logistics
Municipality / government
Estimated annual revenue
Under $1M
$1M – $5M
$5M – $15M
$15M – $50M
$50M+
Current banking relationship
Pure prospect — not a customer
Partial — some accounts with us
Full relationship — we are primary bank
At a competitor, referred to us
Known pain points or hot topics
Focus areas for this meeting
ACH / payments
Remote deposit capture
Positive pay / fraud
Wire transfers
Sweep accounts
Merchant services
Payroll solutions
Online banking / portal
Liquidity management
CD / time deposits
Money market accounts
Fee reduction
Cross-sell opportunity
Loan relationship
60
Minutes allocated
0
Focus areas selected
Discovery
Meeting type
Build full prep brief
Industry + prospect context brief
Regenerate
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Print
Run "Build full prep brief" from the Setup tab.
Meeting agenda
Regenerate
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Print
Run "Build full prep brief" from the Setup tab.
Discovery questions + talk tracks
Regenerate
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Print
Run "Build full prep brief" from the Setup tab.
