Use case · Sales

Prepare a client meeting in ten minutes

A one-page brief with context, likely needs and questions to ask, built from your notes and public sources.

10 min

The request
I have a meeting on Thursday at 10:00 with the head of purchasing at an agricultural cooperative in Vaud. Read the minutes of our last exchange in the Clients folder of the Drive and look up the company’s public news from the last six months. Prepare a one-page brief for me: context, likely needs, three questions to ask and objections to anticipate. Cite your sources.

Try in Learnya

What Learnya does
  1. Reads the minutes of the last exchange in the Drive.
  2. Looks up the company’s public news and checks each source.
  3. Links the needs expressed with the recent announcements.
  4. Writes the one-page brief with the citations.