smart prep · walk in already briefed

You walk in already briefed.

Most reps open a meeting by reconstructing the last one. I build your brief from your own history, goal, agenda, and a read on every person in the room, and hand it to you five minutes before you say hello. You start sharp instead of catching up.

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5.0G2 + Google · beta+1,400 operators in early access
Prep · ready
3:00 with Sofiabriefed before hello
GoalGet Sofia to greenlight the pilot.
AgendaAuto-built from your last 3 meetings + the open thread.
In the roomSofia: decision-maker, data-driven, last spoke 6 weeks ago.
Brief landed at 2:55, five minutes before hello.

Media slot, GIF ~5s (muted autoplay): the prep card filling itself in field by field, goal, agenda, who's in the room, five minutes before the meeting. PNG poster fallback. Replace with the real Heidi capture.

For people done starting meetings coldlogo · replacelogo · replacelogo · replacelogo · replace
the brief writes itself

Your history, turned into a brief.

Pull history

Past calls, emails and contacts.

Build agenda

From exactly where you left off.

Set the goal

With the check-ins you choose.

Brief you

Five minutes before, fresh.

HeidiYou were never going to re-read six weeks of history before a 3pm. So I did it for you.

know the room

Read everyone before you speak.

How they decide, what they care about, when you last spoke and where you left it, for every person on the invite. You handle each one right from word one, instead of feeling it out for ten minutes.

  • A read on every attendee
  • Last touchpoint surfaced
  • How to handle them, specifically
replace · Heidi media
the room
SofiaDecision-maker · data-drivenread
Marc: NorthBeamYour champion · budget-driven · replies Tue AMread
Last spoke6 weeks ago, here's where you left itcontext

PNG capture of the attendee cards, the read on every person on the invite. Replace with the real Heidi screen.

anatomy of a cold start avoided

The QBR Tom walked into six weeks blind.

Tom hadn't spoken to the account in six weeks. The QBR was on his calendar and his prep, as usual, was going to be skimming his own notes in the elevator. The kind of cold start that makes you spend the first ten minutes catching up out loud.

Five minutes before, the brief landed.✦ heidiSofia's the decision-maker, she's data-driven, and last time you left it on the pilot pricing. Goal for today: get the greenlight. Don't re-explain the product, she gets it.Everything Tom would've fumbled toward, already in front of him.

He walked in and opened with the pricing question they'd left hanging, like no time had passed. Sofia greenlit the pilot before the half-hour was up. No cold start, no “remind me where we landed,” no prep work the night before. Just a rep who looked like he'd never left the account.

HeidiWalking in cold is a choice. I'd just rather you didn't make it.

five minutes before

The dossier that lands on your desk.

pre-meeting brief
GoalGet Sofia to greenlight the pilot. Not a product demo, a decision.
AgendaBuilt from your last 3 calls: pricing recap → pilot scope → sign-off path.
The roomSofia: decides, data-driven, hates fluff. Marc: your champion, already sold.
Last touch6 weeks ago, you left it on pilot pricing. Pick up there.
Don'tRe-explain the product. She gets it. Talk outcomes and timeline.

HeidiYou weren't going to re-read six weeks of history before a 3pm. So I read it and handed you the one page that matters.

5 min

before each meeting, that's all the prep you do now

replace · real testimonial
“I walked into my last QBR fully briefed without lifting a finger. It's like having a chief of staff who reads the whole account history for me and hands me the one thing that matters before I sit down.”

— Name, Team Lead · Company · beta

HeidiFive minutes of reading, from me, so you get zero minutes of fumbling.

more than a note-taker

I'm not a calendar reminder. I'm the prep itself.

Your calendar tells you a meeting exists. A CRM tab makes you dig for the history. I read all of it and hand you the brief, goal, agenda, and the room, so the prep is done, not just scheduled.

Calendartells you it exists, nothing more
CRM tabyou dig for the history yourself
Last call's notesyou reconstruct it in your head

Heidi

Goal, agenda and a read on the room, built from your history, handed to you on time.

they said it, not me

Operators who stopped starting cold.

replace · real testimonial

“I never start a meeting cold now. The brief is just there five minutes before, who's in the room, how they decide, where we left off. The 'how to handle them' read is gold; I walk in already knowing whether to push or to listen.”

Name
Account Executive · beta

HeidiReading the room is easier when you read about it first.

replace · real testimonial

“It's like having a chief of staff. I run back-to-back calls and used to bluff the first few minutes of each. Now I open every one already knowing the goal and the history. Clients think I have a remarkable memory.”

Name
Consultant · beta

HeidiYour memory is remarkable. It's mostly me, but still.

Built from your own historyEncrypted, never soldNever trains anyone else's AI
straight answers

The questions people ask.

one last thing ✦

Want to walk into your next meeting already briefed? Ask me how.

Ten seconds, and I'll go first.

Sound on, it's a real voice call