# Client Meeting Brief

> Walk into every client meeting already briefed. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

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.

Page: https://forge-labs.io/routines/brief-before-every-client-meeting/

## How it works

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.

**When it runs:** Thirty minutes before each meeting on a rep's calendar with someone outside the firm.

**What stays with your team:** Jane writes the brief and posts it to the rep in chat on her own. She sends nothing to the person you are meeting.

**Who uses it:** Business development reps, Account managers, Owners

**Team:** Sales

**Built for:** IT staffing, IT services and consulting, Commercial staffing, Offshore and nearshore staffing, Executive search, Healthcare staffing, Skilled trades and light industrial, Engineering and construction

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, HubSpot, Salesforce, Google Calendar, Outlook, Fireflies, Granola, Slack

## Questions

### 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.

## Book a demo

https://forge-labs.io/book