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REV / Sales - Direct SalesEmployee-Facing

Meeting Prep Agent

Account Executive Aide
Operational

"Creates pre‑call briefs summarising the prospect’s firm, news signals and expected objections."

Pipeline Health

Model DriftNegligible
Success Rate99.4%
Latency120ms
Cost/Op$0.002

Strategic Objectives

  • Improve meeting outcomes
  • Reduced prep time for AEs

Key Result Indicators (KPIs)

Target KPIMeeting to discovery conversion
Target KPIAE prep time saved

Input/Output Pipeline

Modular Inputs

CRM Deal historyProspect websiteLatest news feeds
Processing Layer

Self-optimizing transformer pipeline with RAG capabilities and cross-departmental data access.

Defined Outputs

One-page dossierRecommended talk tracks

Collaboration Matrix

Sales Management
Research