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Meeting prep

Walk into every meeting perfectly prepared

Before you walk into a meeting, ZAPSIO prepares a briefing from your previous meetings: what happened last time, what still needs to be resolved and what to watch out for. And after the meeting, it shows you what has moved forward since last time.

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Prep · Client Petr Dvořák

Pre-meeting briefing
What happened last time

The mortgage’s fixed rate ends in January, the client will provide a loan statement.

What still needs to be resolved

Refinancing, life insurance for his wife.

What to watch out for

The client is sensitive about the payment amount, have two options ready.

A briefing from past meetings in seconds

Pick the meetings with a given client and ZAPSIO prepares an overview: what was agreed, which tasks are still open and what to watch out for. No more flipping through old notes before every meeting.

  • What happened last time · what’s left · what to watch out for
  • Points to cover at your next meeting
  • Based only on your real meetings
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Picking up from your last meeting

After every meeting with a returning client, ZAPSIO shows you what has moved forward since last time: the client provided proof of income, chose a fixed rate, a signing date was set. You can see how the relationship is developing.

  • See the progress since your last meeting
  • No more “what did we talk about?”
  • Ideal for long-term clients
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Come across as professional and prepared

Clients appreciate it when you remember details from last time. With a briefing in hand, you walk into the meeting confident, nothing slips past you and you come across as someone who has things under control.

  • Nothing slips past you
  • A better impression on the client
  • Less stress before a meeting
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How it works

Prep in three steps

1

Select meetings

Mark the meetings with a given client or on a given topic.

2

AI prepares a briefing

What happened last time, what’s left, what to watch out for and points to cover.

3

You walk in prepared

The overview is in the app and in your inbox, always at hand.

Related

What else you get out of your meeting

Online meetings In-person meetings in a room Existing recording

From every one of them you get:

  • Full meeting transcript
  • AI summary + key points
  • Tasks with deadlines and priority
  • Smart chapters
  • Meeting mood
  • Effectiveness score + tips
  • Speaking coach
  • Promises and commitments
  • Continuity with the previous meeting
  • Objections and buying signals
  • TOP moments + audio clips
  • Question analysis
  • Follow-up email
  • Price quote
  • Draft contract
  • Meeting report
  • Meeting record (PDF)
  • Record completeness check
  • Condensed version of the meeting
  • Deal reminders (fixed rates, anniversaries)
  • AI chat with your meeting
  • Output in any language
  • Export to PDF / Word / TXT
  • Share via link or WhatsApp
Frequently asked questions

What people most often ask about meeting prep

Where does ZAPSIO get the material for the briefing?

Only from your previous meetings, which you select for the prep yourself. It doesn’t make anything up or mix in other clients’ data, the briefing is based only on what was actually said.

What does the briefing include?

What was agreed at previous meetings, which tasks are still open, what to watch out for and suggested points to cover at the upcoming meeting.

How does “picking up from your last meeting” work?

For a client you have several meetings with, ZAPSIO shows you after the meeting what has moved forward since last time, so you can see how the relationship is developing at a glance.

Do my meetings have to be linked to a contact?

For picking up from the last meeting, yes, just assign the meeting to a contact. For a briefing, you simply select the meetings manually.

Can I get the briefing by email too?

The briefing is in the app, and you can copy it, download it as a PDF or send it by email, for example to a colleague who is joining you at the meeting.

Does it work for review meetings too?

Yes. You’ll appreciate it at every repeat meeting, at a policy anniversary, before the end of a fixed-rate period and at regular financial plan reviews.

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Go into your meetings prepared

5 days free. See what it’s like to always be on top of things.

Try ZAPSIO free