Meeting Prep

One of Pingd's most popular features — get comprehensive meeting prep delivered to you before every call. No more scrambling to review accounts 5 minutes before a meeting.

Getting Meeting Prep

On-Demand

Just ask your agent in Slack:

• "Prep me for my call with Acme Corp tomorrow"
• "What should I know before my meeting with Globex?"
• "Give me a briefing on Widget Inc"

Automatic Meeting Prep

Set up auto-prep to receive briefings before calendar events:

1. Go to Settings → Agent → Meeting Prep
2. Toggle on Auto Meeting Prep
3. Configure timing: receive prep 1 hour, 30 minutes, or 15 minutes before meetings
4. Filter: prep for all meetings, or only meetings with known accounts

What's Included

Account Overview

• Company name, industry, size, and key facts
• Your relationship history — when you started working with them, deal progression
• Current deal value, stage, and close date

Recent Activity

• Last 5-10 touchpoints (calls, emails, meetings)
• Key discussion points from recent conversations
• Any commitments made (by you or the prospect)

Stakeholder Map

• Key contacts and their roles
• Decision-makers vs. influencers vs. champions
• Engagement level for each contact (active, dormant, new)
• Who attended the last meeting

Talking Points

• Open items from previous conversations
• Questions to ask based on deal stage
• Value propositions relevant to their stated needs
• Objection handling suggestions based on their concerns

Competitive Intelligence

• Any competitor mentions in the account history
• How your solution compares on criteria they care about
• Win/loss patterns for similar deals

Action Items

• Overdue tasks related to this account
• Promised deliverables not yet sent
• Next steps that were agreed upon

External Data Insights

When you have external data sources connected, meeting prep includes enriched information:

• Customer Success data (from Snowflake/Redshift) — product usage, health scores, support ticket trends
• Analytics data (from S3/BigQuery) — feature adoption, engagement metrics, user behavior patterns
• Financial data (from data warehouses) — payment history, expansion potential, churn risk indicators
• Marketing data — campaign engagement, content consumption, lead scoring from external systems

This gives you a complete 360-degree view of the account before your meeting, combining CRM relationship data with operational insights from your broader tech stack.

Customizing Meeting Prep

Add custom instructions for meeting prep:

Settings → Agent → Custom Instructions:

For meeting prep:
Always include the account's BANT score
Show revenue potential in ARR
Include the last 3 NPS survey responses if available
Flag if the account has any open support tickets

Best Practices

1. Review prep the night before for important meetings, not 5 minutes prior
2. Share with colleagues attending the same meeting
3. Update your CRM after — log meeting notes so future prep is even better
4. Use follow-up queries — "What questions should I avoid with this account?"

Pro Tip: After a meeting, tell your agent what happened: "The Acme meeting went well — they're moving to Proposal stage and want pricing by Friday." This updates context for future prep and deals.

Meeting Prep for Teams

Managers can get prep for their reps' meetings:

• "Prep me for my team's QBR tomorrow"
• "What should I know about the deals my team is presenting?"

This pulls data across multiple accounts and reps to give you a consolidated view.

See also: Asking Your Agent Questions · Insights & Alerts · Scheduled Tasks