Prep Meeting Brief
Forward email chains and attach relevant client documents; we'll create a one-page meeting brief with key issues and opportunities.
Hi, I have our quarterly business review with Meridian Systems tomorrow at 2 PM. This is a critical meeting for our renewal discussion - they are up for renewal in 6 weeks and represent our largest account at $480K annually. I've attached the original RFP and our proposal, plus forwarding the recent email chain below. Can you help me prepare a briefing? Key attendees tomorrow: Jennifer Walsh (CTO), Marcus Rodriguez (Head of IT Operations), and Lisa Chen (Procurement Director). --- Recent email thread shows integration challenges with their legacy system, some frustration about implementation timeline, but also positive feedback about performance improvements since going live. They mentioned potential expansion to European operations but expressed concerns about support coverage. Need to be prepared to address technical issues while positioning for growth opportunity.
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AI agents that each lives at an email address. Just send an email to get work done. No apps. No downloads.
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