Walk into every deal meeting prepared
Before each deal meeting, a brief lands in Slack or Teams: where the deal stands, who’s in the room, and what this meeting needs to achieve.
- Brief ready
- Stakeholders mapped
- Open next steps
Prep for every deal you’re working
Good prep means rereading a deal’s whole history: the emails, the earlier calls, the CRM record, and what both sides promised. Between back-to-back calls, that usually happens only for your biggest deals. Ollie does the reading, so every deal meeting gets the same preparation.
What’s in your brief
Your brief arrives when you can read it, during working hours and between meetings. For an early-morning meeting, it arrives the afternoon before.
Read the use case: AI sales meeting prep and follow-up.
You walk in knowing what to ask the CFO, and what the business case for the board has to show.
Tomorrow’s 8:30 AM is the CFO meeting. The CFO joins for the first time.
Every meeting knows more than the last
Each brief draws on a longer history: the pains named in discovery, the competitor mentioned in the demo, the terms agreed before procurement joins. When someone new comes up in a meeting, they’re added to the deal and researched before your next one.
“Most sales tools become dashboards reps ignore. Ollie shows up with everything ready, so our reps spend their time selling, not preparing to sell.”
Jens SundellCEO, Kaksio LabsQuestions about meeting prep
What’s in a meeting brief?
Four things: where the deal stands, who’s in the room and what each person has said so far, what was agreed last time, and what this meeting needs to achieve, with talking points to get there.
When does the brief arrive?
During working hours and between your other meetings, so you have time to read it. If a meeting starts within 30 minutes, the brief comes right away. For a meeting before 9 AM, it arrives the afternoon before.
What about a first call with a new prospect?
The first call creates the deal: afterward, Ollie proposes the new deal in your CRM for you to confirm. From the next meeting on, a brief arrives before each one.
Can I ask Ollie to prep me for a specific meeting?
Yes. Ask Ollie in Slack or Teams about any deal before you go in, and get answers from everything that has happened on it.
Does it work with Gong or Fireflies recordings?
Yes. If your transcripts sync to Salesforce, HubSpot, or Pipedrive, Optivian reads them along with its own recordings, so every conversation goes into the next brief.
Walk into your next meeting ready
See the brief Ollie would prepare for one of your own deals.
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