Outcomes
Starts Monday already oriented
External meetings feel warmer, faster
Follow-ups stop slipping through the cracks
Prep time shrinks to a quick review
Remember the details that resonate from previous interactions
Clare is a senior sales professional whose calendar is full and consequential. She is excellent in live conversations, but she pays a weekly tax to prepare well. Her Fridays include two hours of research, stitching together context from scattered places, and hoping nothing important is missed.
Friday prep becomes a repetitive research loop
External meetings start colder than they need to
Relationship history is fragmented and easy to miss
Follow-ups get buried once the week accelerates
Important context isn't always where it's needed
Time cost
8 hours per month
1
The foundation layer
Once a week, next week's calendar is reviewed and meetings that deserve preparation are surfaced in a day-by-day digest.
2
The personal layer
External participants are treated differently from internal ones.
For each qualifying meeting the system pulls together a short intelligence snapshot that matters for the conversation. What they do, where they've been, what has recently changed around them, and what might shape their narratives.
It also checks whether this is a continuing relationship. If there is history it surfaces the relevant thread and any open loops. If nothing is found it says so plainly and Clare knows she is building trust from zero.
3
The ergonomic layer
The digest is written for scanning rather than reading.
Each meeting includes the essentials. Objective, participant intelligence and only the prep tasks worth doing.
The output is shared directly where it is most useful for Clare: in her weekly digest and directly within the calendar event.
Details we love
Each interaction leaves a clean trail that compounds, so preparation gets lighter over time.
Relevance
The system filters for what changes the conversation, not what's merely interesting. This saves attention for strategy.
Placement
Context is delivered where decisions happen: inside the calendar.
