Meeting briefs for client and prospect meetings
Before a client or prospect meeting, Fullspan prepares a brief: what changed at the account, what they have bought, what is outstanding from you, and what you could propose. Every point links to its source.
The best meetings start with someone who has done the reading. Fullspan does the reading for every meeting, so the account lead walks in knowing what changed and what to suggest.
What's in a brief
- Changed: news, announcements and new people since you last spoke.
- Bought: the work they have bought from you so far.
- Outstanding: anything your team still owes them.
- Propose: a specific next project that fits what changed, with a suggested scope.
Where it comes from
Briefs draw on the account record Fullspan keeps current from your email, calendar, meetings, documents and public news. Every point carries its source.
Briefs on a schedule
Teams can also set up a recurring brief in plain English, such as a morning summary of which accounts need attention, and Fullspan produces it each day.
Related
Questions
How is this different from a CRM?
A CRM waits for you to fill it in and decide what to do. Fullspan keeps the record current from your meetings, email and the news, then does the work: proposals, check-ins, contact reports and meeting briefs.
Does it replace our existing tools?
No. It works inside the email, calendar and meeting tools you already use. Nothing for your clients to install.
How do you keep our account data safe?
Account data stays in private storage your business owns. It only reads what you connect, and you can see, correct or delete anything it keeps.
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