Prepare for your next customer call
Walk in knowing what was promised, what changed and what to ask next.
See how it’s done.
Example walkthrough
Ask Meetric
Upcoming Meetings
Recent Meetings
Read narration
- Start with your next call
Your next call with Northstar is tomorrow. Open Prep me to pick up where the last conversation ended.
- Recover the context
Your earlier conversations are already in the brief. Anna still needs finance approval, so a start date is still open.
- Prepare the right questions
That gives you the right question for tomorrow: has finance approved the pilot? Open the source to check the context.
- Check the source
Here is the original budget conversation. Open the transcript to check exactly what Anna said.
- Confirm what matters
Budget first. Start date second. Anna was clear: finance must sign off before you agree a date. Now return to your brief.
- Ready for your next call
You are ready for the next call. Confirm finance approval, then discuss a start date. You know what to ask, and why.
Read the walkthrough
Illustrative product walkthrough using example conversations.
- Your next call with Northstar is tomorrow. Open Prep me to pick up where the last conversation ended.
- Your earlier conversations are already in the brief. Anna still needs finance approval, so a start date is still open.
- That gives you the right question for tomorrow: has finance approved the pilot? Open the source to check the context.
- Here is the original budget conversation. Open the transcript to check exactly what Anna said.
- Budget first. Start date second. Anna was clear: finance must sign off before you agree a date. Now return to your brief.
- You are ready for the next call. Confirm finance approval, then discuss a start date. You know what to ask, and why.
When to use it
You have an account meeting coming up and need the story since your last conversation.
Start with
- An upcoming meeting listed on your Meetric Home page
- Previous conversations with the same participants
How to do it
On Home, find your meeting under Upcoming Meetings and click Prep me.
Read the brief’s context, open loops and suggested questions. Check which previous meetings are included; adjust the time range or exclude a meeting if needed, then use Regenerate Prep Me.
Under Previous meetings, open a conversation and select Transcript to check what was said. Use Meeting prep to return to your brief.
Try it with your team’s conversations.
See the sources, the output and the steps that make this useful for your team.