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Meeting Prep Briefs
Walk into every meeting prepared. Your AI team pulls the context you need from your email, CRM and notes into a short brief.
Why this gets dropped
Five minutes before a call you're scrolling through old emails trying to remember what you promised last time. Or you skip it and go in cold. Either way you're not at your best.
What the AI team actually does
- Checks your calendar each day for meetings that deserve a brief.
- Gathers the history: past emails, CRM notes, open tasks and anything you promised.
- Adds public background on new contacts or companies where useful.
- Delivers a short brief with suggested talking points before the meeting starts.
What stays with you
You choose which meetings get briefs. The brief informs you. The conversation and any advice are yours. G&K fully manages the whole setup on our own system and connects it only to the tools you pick, using each tool's own permissions. You never have to take it over or maintain it. In regulated fields like insurance, lending, finance, law and health care, the assistants do clerical work only. Advice, compliance sign-off and sensitive records stay with you and your licensed staff.
Every package can be customized to fit how you work. See pricing starting points, then we tailor it on your free Blueprint call.
How different businesses use it
- Financial advisors: Review meetings get a brief of open admin items and documents outstanding. It includes no investment recommendations.
- Marketing agencies: Client calls get a brief with recent campaign activity and open requests.
- Recruiters & staffing firms: Client intake calls get a summary of past roles filled and current openings.
Meeting prep briefs is a good fit for financial advisors, marketing agencies, recruiters & staffing firms and most businesses that handle this work by hand today. See every industry we work with
Getting started with meeting prep briefs
- On your free AI Team Blueprint call, we look at how meeting prep briefs happens in your business today and where it gets stuck.
- Together we set the rules for meeting prep briefs: what the team can do on its own, what needs your approval, and what always comes back to you.
- G&K builds it, connects the tools you choose and tests meeting prep briefs with real examples from your business before anything reaches a customer.
- Once meeting prep briefs is running, we watch the results, adjust wording and timing, and keep it working as part of your larger AI team.
Meeting prep briefs: frequently asked questions
When does the brief arrive?
When you like, for example the night before or an hour before.
Will it research people online?
Only public business information, and only if you want it.
Can it brief my team too?
Yes, for meetings they attend.
Can meeting prep briefs be combined with other services?
Yes. Most AI teams pair meeting prep briefs with related work like meeting notes and action items and prospect research, and it all runs under one setup that G&K fully manages.
Related services
Meeting notes and action items · Prospect research · Calendar management
Part of Scheduling & admin: Your calendar and admin handled in the background. · Everything we do
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
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