Workflow · meeting preparation
Walk into the meeting with the important context in view.
A preparation workflow assembles the brief, the relationship history and the questions that deserve attention before a senior person spends the hour.
For firms where a founder or partner still prepares most client, candidate or partner conversations.
The meeting starts too late.
The calendar invitation says who is attending, but useful context is scattered across email, notes and old documents. The workflow creates a bounded pre-brief so the owner can spend the meeting on judgement and listening.
Illustrative output · pre-meeting brief
Meeting: first conversation with Northstar Search Known: 12-month relationship, two referrals, no current mandate Signal: partner is opening a healthcare practice Ask: “What would make a first mandate safe to test?” Watch for: decision owner, delivery capacity, conflict constraints Open question: which search types should remain founder-led? Owner check: confirm facts and remove anything not fit to discuss
01
Problem
A senior person enters with fragments instead of a useful point of view.
02
Input → source
Calendar details, approved CRM fields, prior notes and source documents are collected with dates and links.
03
Rule
Separate known facts, working hypotheses and questions. Never turn an inference into a claim.
04
Draft
The workflow prepares a one-page brief with context, likely priorities and a small set of questions.
05
Human review
The meeting owner checks relevance, confidentiality and what should stay out of the room.
06
Action + log
After the meeting, decisions and next actions are recorded against the brief for the next conversation.
The first version can use calendar exports, CRM records, meeting notes and a shared drive. It does not assume direct access to every system or claim a native integration before it is tested.
Agree what belongs in the brief.
- Included: pre-briefs, question design, source links, decision capture and next-action drafts.
- Excluded: recording people without consent, hidden profiling, autonomous follow-up and decisions on behalf of the partner.
Start with a useful question about the work.
A free assessment with Baibot helps you identify where work gets stuck. A paid assessment with Loïc gives you ranked opportunities, a scoped first build and a written recommendation.