Routines / Client Meeting Brief
Client Meeting Brief
Thirty minutes before each meeting on a rep's calendar with someone outside the firm, Jane checks the person's title, the company's open jobs and news, and your history with the account. She posts a one page brief to the rep in chat with three questions to ask. She sends nothing to the person you are meeting.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
Google Calendar
Outlook
Fireflies
Granola
Slack
- 1
A meeting starts in thirty minutes
Jane starts thirty minutes before each meeting on a rep's calendar with someone outside the firm.
- 2
Jane checks the contact and account
Jane checks the contact's title, reads the company's open jobs and news, and reads your firm's history with the account.
- 3
Jane posts a one page brief
Jane posts a one page brief to the rep in chat with the facts and three questions to ask in the meeting.
Questions about Client Meeting Brief
What does the Client Meeting Brief routine do?
Thirty minutes before each external meeting on a rep's calendar, it posts a one page brief in chat on the person, the company and your firm's history with the account.
What goes into the brief?
The person's current title and location, the company's open jobs, news and technology changes, your jobs, submissions and placements with the account, recent calls and emails by colleagues, and notes from past meetings.
Which systems does Jane read?
Your calendar, your ATS and CRM such as Bullhorn, HubSpot or Salesforce, and meeting recordings from Fireflies or Granola where you use them.
