Conversation Preparation
Prepared without becoming scripted.
You don't have time to reconstruct the whole relationship before every meeting. Copilot gathers the context you have and helps you decide what to explore.
What preparation looks like
Sarah Chen
VP Operations
Acme Corp
Today · 2:30 PM
25 minutes
What brings her to this conversation today?
What has she said about vendor risk in previous roles?
What would make this meeting feel like a success for her?
Sarah Chen
VP Ops · Acme
Directness
Detail Orientation
Risk Tolerance
3 open forces
Meeting context
AI coaching questions
Person history
Preparation that knows your history
Your first conversation with someone and your fifth aren't the same. The prep doc knows the difference.
Opening Questions
- What's driving your interest in solving this now?
- How does your team currently handle this process?
- What would success look like in six months?
Company Context
Acme Corp recently completed a restructuring of their operations division. Their Q3 earnings call mentioned supply chain optimization as a priority.
What to Listen For
- How she describes the problem -- is it urgent or exploratory?
- Whether she references past vendor experiences unprompted
Post-Meeting Capture
Two minutes. Not thirty fields.
After a meeting, you have about two minutes of peak signal before the next thing starts. We ask for three things: what mattered, what you learned, and what happens next. That's it.
Meeting with Sarah Chen — just finished
What mattered most?
What did you learn about them?
What happens next?
2 min to update · Signals ready for review
Every conversation makes the next one better.
First meeting
Walk in prepared
Coaching ready
AI prep built from context
Captured
Two minutes, three questions
Forces reviewed
Understanding deepened
Next meeting
The thread carries forward
Every conversation makes the next one better.
Start with your next meeting. Carry forward what you already know.
Start preparing differently