Customer Meeting

Example: Customer Meeting Prep

User Request: "Prep for sales meeting with Acme Corp on Thursday"

Workflow

1. Search Customer Info

Notion:notion-search
query: "Acme Corp"

Found:

• CRM notes from initial call
• Product demo feedback
• Pricing proposal
• Competitor analysis

2. Fetch Details

Notion:notion-fetch (4 pages)

Key context:

• Company: 500-person fintech startup, Series B
• Pain Points: Manual workflows, data silos, scaling issues
• Decision Makers: CTO (technical), VP Product (user needs), CFO (budget)
• Timeline: Need solution by Q1
• Budget: $50-75K/year range
• Competition: Evaluating us vs. Competitor A and Competitor B

3. Add Research Context

Codex research added:

• Fintech industry compliance requirements
• Common integration needs for financial products
• Typical procurement processes for Series B companies

4. Create Internal Pre-Read

Notion:notion-create-pages
pages: [{
  properties: {
    title: "Acme Corp Meeting - Pre-Read (Internal)"
  },
  content: "# Acme Corp Meeting - Pre-Read (Internal)

## Company Overview
**Company**: Acme Corp (500-person fintech, Series B)
**Decision Makers**: CTO, VP Product, CFO
Source: <mention-page url='...'>CRM Notes</mention-page>

## Their Pain Points → Our Solutions
- Manual workflows → Workflow automation
- Data silos → API integrations
- Scaling issues → Enterprise features

## Competitive Position
**Our advantages over Competitor A/B**:
- Better integration ecosystem (Stripe, Plaid)
- Stronger compliance features
- Faster implementation (4 weeks vs 12 weeks)

## Pricing Strategy
Recommend: $60K/year (mid-range of their budget)

## Potential Objections & Responses
..."
}]

5. Create Meeting Agenda

Notion:notion-create-pages
pages: [{
  properties: {
    title: "Acme Corp - Product Demo & Q&A"
  },
  content: "# Acme Corp - Product Demo & Q&A

## Meeting Details
**Date**: Thursday, Oct 17, 2025 @ 2pm PST
**Attendees**: CTO, VP Product, CFO (Acme) | Sales Lead, Solutions Engineer (Us)
**Duration**: 60 minutes

## Objective
Demonstrate how our platform solves Acme's workflow automation and integration challenges.

## Agenda

**1. Introductions** (5 min)

**2. Understand Current Workflow** (10 min)
- Current pain points
- Integration requirements
- Success criteria

**3. Product Demo** (25 min)
- Workflow automation capabilities
- API integrations (Stripe, Plaid)
- Security & compliance features

**4. Pricing & Implementation** (10 min)

**5. Next Steps** (10 min)
"
}]

6. Link Resources

Connected agenda to CRM page, pricing sheet, and technical integration docs.

Outputs

Internal Pre-Read: Full context for sales team Customer Agenda: Professional meeting structure Both in Notion with links to supporting materials

Key Success Factors

• Understood customer's specific pain points
• Researched industry context (fintech compliance)
• Mapped features to their needs
• Prepared competitive differentiators
• Structured demo around their use cases
• Pre-planned objection responses
• Clear next steps in agenda