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Before a client session you want to walk in current on the relationship and clear on who’s in the room. Amy pulls the engagement history from your files and email, profiles each attendee, and surfaces open threads, so the conversation stays sharp and nothing catches you off guard.

Copy and send to Amy

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What you get back

  • Where the engagement stands and what was last agreed
  • A profile of each attendee with role and background
  • Talking points and landmines, on a single page

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Required integrations

Email

Data room

Add “and check my [calendar] for what we’ve already scheduled with them” to fold upcoming touchpoints into the prep.