Meeting Preparation

Get ready to make the most of your next call using the meeting preparation feature. This guide walks you step by step through preparing for calls, covering everything from accessing key account insights to leveraging AI guidance.

Step 1: Open your list of upcoming calls. Locate the call you want to prepare for and select Prepare for Call.

Step 2: The call preparation page offers a concise overview of the deal. You'll see a summary of the account, including essential company background, an analysis of the business model, and how the company stacks up against competitors.

Step 3: At the bottom of the summary, check out the listed sources. You can trace and verify all third-party sources that were used to assemble the account summary.

Step 4: Dive into your opportunity with the deal summary. Terret combines all its available information to provide the deal's current status and recommended next steps. Expand this section for additional detail, such as a MEDDIC-style summary.Your admin can customize this section to match your process.

Step 5: Move on to the meeting attendees section, where you'll find each person's contact information and their involvement in past calls. Catch up on previous discussions by reviewing the call history module.

Step 6: Look to the right side for TerretGPT. Here, ask tailored questions to quickly access insights that help you prepare for your upcoming call.

Step 7: See how comprehensive meeting preparation sets you up for success and helps you move deals forward.