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    Meeting Prepper · AI brief on every call

    Walk into every prospect call already prepared.

    Discovery calls don't have to be improv. Meeting Prepper auto-imports your scheduled prospect meetings from Calendly, Outlook, Fathom, and Fyxer — then generates an AI brief on every prospect before the call.

    Why this exists

    Discovery calls without prep — the silent deal-killer.

    You scheduled the call last week. Now it's 30 minutes away and you haven't looked at the company since the calendar invite hit. You'll wing it again. The prospect can tell.

    Meeting Prepper is the prep you don't have time to do yourself.

    What's in the brief

    Everything you'd want to know — already on the page.

    Company snapshot

    Vertical, size, location, line-of-business stack at a glance. EHR (Greenway, NextGen), practice management (Clio, ProLaw), ERP (Epicor, Sage) — pulled from public signals.

    Prospect role

    Title, tenure, LinkedIn activity. Are they the buyer, the influencer, or the gatekeeper?

    Recent signals

    News, hiring, growth indicators, compliance posture shifts. What's been happening in their world this quarter.

    Likely buyer concerns

    Based on vertical + size — HIPAA for healthcare, PCI for finance, ITAR for manufacturing. The questions they're about to ask.

    Suggested questions

    Customized to this prospect's situation. Replace your generic discovery script with a tailored one.

    Conversation history

    Prior touches across email + LinkedIn. Who said what when, all in one place.

    What it looks like

    A real brief, ready to skim in 90 seconds.

    Opens in your dashboard the moment the meeting lands on your calendar.

    Meeting Prepper·Brief ready
    Call in 12m

    Discovery call · Acme Healthcare

    With Dr. Sarah Chen (Practice Administrator) · Booked via Calendly · Fathom auto-joining

    VerticalHealthcare · HIPAA-regulatedSize48 employees · 5 locationsTech stackGreenway EHR · Microsoft 365 · Practice FusionRolePractice Administrator · 5 years in seat · prior at Banner Health

    Recent signals

    • Hired a privacy officer last quarter
    • HIPAA audit due Q3 2026
    • Opening a third location — needs scalable IT support

    Suggested questions

    • "How are you handling HIPAA compliance day-to-day right now?"
    • "Who owns audit-prep internally — you, your privacy officer, or external?"
    • "Will the new location share IT infrastructure with the existing two?"
    No manual sync

    Your calendar IS the input.

    When a meeting lands on your calendar, the brief generates automatically. You don't tag prospects, build dossiers, or copy-paste links. Open the brief 5 minutes before the call.

    Calendly

    Booking links and prospect data sync.

    Microsoft Outlook

    Corporate calendar import.

    Fathom

    Call recording + transcript → Action Items.

    Fyxer

    Email intelligence and follow-up suggestions.

    During the call

    Fathom auto-joins. Auto-records. Auto-extracts.

    When the meeting starts, Fathom is already in the room. When it ends, the transcript is already routed back into the platform. Action items extracted. Deal-stage signals flagged. No prompting required.

    Before

    Calendly booking triggers Fathom to be invited as a meeting attendee. No manual setup, no “wait, did I add the bot.”

    During

    Live transcription captures the conversation. You stay in the conversation. The system listens for stage signals and stakeholders.

    After

    Transcript flows to AI Action Items. Commitments become tracked tasks. Deal stage updates if the conversation indicated a shift.

    Works on Zoom, Google Meet, Microsoft Teams
    Included in every Pipeline Engine tier

    Meeting Prepper ships with Launch, Scale, and Dominate. Same brief on every call regardless of tier.

    After the call

    See the deal-coaching layer Meeting Prepper feeds into.

    Fathom transcripts from the meeting flow straight into AI Action Items inside Lead Manager. Nothing falls through.

    Want a brief on your next prospect?

    20-minute call. We'll generate a sample brief on a real prospect of yours live during the demo.