HURDLEADVISORY Let’s talk
← Back to Capabilities

MEETINGS · 0:27

Meeting Prep Agent

Walk in knowing what you said last time. Inside your calendar, CRM and Outlook.

Who you’re meeting, every thread and note your firm has with them, and what’s still open, in your inbox before you walk in.

  • Outlook
  • DealCloud

Delivered to your inbox; no CRM write

Start a conversation

What the video shows

  1. A catch-up call with a banker is 30 minutes away on your calendar.
  2. The agent works out what kind of meeting it is: a banker catch-up.
  3. It pulls what matters from your CRM and call notes: the last call, what was said on it, the deals you’ve seen from that bank and how each ended, and a personal note.
  4. A short prep note lands in your inbox before you dial in.