Pre-Call Briefing | My Marketing Pro

Let's prep for your call

Give me something to work with and I'll fill in as much as I can. Paste an email, call notes, or just describe the meeting.

📧

Paste Email

Email thread about the meeting

📝

Call Notes

Notes from a previous call

💬

Quick Summary

Just tell me the basics

📅 Or link a calendar invite

Meeting & Company

Confirm the details. AI will research the company to build talking points.

Meeting Title

Date

Time

Company Name

Company Website

Relationship Type ?

Company Intel ?

The Players

Who's on the call? AI will profile each client contact with communication style guidance.

🟣 Our Team (MMP)

🟡 Client Team ?

🧊 Social Ice Breakers ?

Game Plan

Define what we're trying to accomplish and how we'll run the call.

Short-Term Objectives ?

💡 State on the call and ask the client theirs during intro. Circle back at end to check them off.

Long-Term Desired Outcome ?

Desired Client Action ?

Agenda

Next Steps to Propose

CNA Status ?

Client Needs ?

Changes Since Last Meeting

Pre-Read Materials

History & Intel

What do we know about this client and their competitive landscape?

Client Status

Past Spend / History

Campaign Results

🏢 Competitive Landscape ?

Competitors / Current Vendors

What's Working

What's Not

Their Success Definition ?

Specific Metrics ?

Prepare for Pushback

Anticipate their questions and objections so you're never caught off guard.

Questions They'll Ask ?

Objections & Responses ?

🚨 Sensitive Topics ?

💡 If escalation needed: route to Frank or Dave immediately.

Your Briefing

Generate the final doc, then share with the team.