Meeting Prep
Before you get on a call or walk into a meeting, EVE can hand you a one-page brief on the person you're about to talk to — so you walk in already knowing where things stand instead of scrambling to remember.
What's in a prep brief
EVE builds the brief from your recent conversations with the contact, any open promises between you, whatever they're waiting on, and the durable facts EVE remembers about them. A typical brief includes:
- Summary — where the relationship stands right now, in a sentence or two.
- Open questions — the things still unresolved that you'll want to address.
- Talking points — what's worth raising, grounded in your history.
- Risks — anything that could go sideways, so it's not a surprise.
- Next step — the natural thing to move toward.
- Preferences — how this person likes to work, when EVE knows it.
Because it's grounded in real history, the brief reflects your actual relationship — not a generic template.
Where you'll find it
Meeting Prep shows up where a meeting does. When your day includes a meeting with someone EVE recognizes, your Daily Briefing surfaces the meeting with a way to review the prep. You can also pull a brief for a contact directly.
EVE caches each brief so it's ready instantly, and refreshes it as new messages and activity come in.
Grounded in what EVE remembers
The best talking points come from things a contact told you that no CRM field captures — "wants to be closed before the school year," "prefers texts over calls," "burned by their last agent." EVE remembers these durable, decision-shaping facts and folds them into the brief. That personal memory is the same thing that makes EVE's suggestions feel like they come from someone who actually knows your client.
If EVE doesn't have much to go on yet, it says so plainly rather than padding the brief with filler — graceful over false certainty.