Meeting prep

Automatic meeting briefs, built from your CRM

Walk into the call knowing the account, the deal and the people.

What's new:

Zero now writes an automatic meeting prep brief for upcoming meetings with external participants.

Prep usually means ten minutes of hopping between old emails, notes and LinkedIn tabs, if there are ten minutes at all. Zero does that reading ahead of time and leaves the brief on the calendar event.

What you can do:

Find the brief on the calendar event

Each brief sits on its calendar event, with a short summary waiting on your home page.

Get the short version first

The overview gives you an introduction, deal status, the relationship so far, linked deals, and who's attending. Look at a company, deal or contact right from the brief.

Go deeper on the account

The brief covers goals and pains, risks and objections, open items, and a focus for this meeting, alongside a notes recap and company background. Signals and online sources from research sit next to it.

Know who you're talking to

You get a profile card for each external participant.

See where it came from

The brief links to the CRM records behind it, so you can see where each point came from.

Generate a brief on demand

You can also generate a brief for an external meeting yourself.

Why this matters

The worst way to start a renewal call is asking a question your CRM already answered. With the context waiting on the event, you spend the first five minutes on what changed.

FAQ

Does Zero prepare meeting briefs automatically?

Yes. Zero prepares a brief for upcoming meetings with external participants and leaves it on the calendar event.

What does a meeting brief in Zero include?

The company, deal status, the relationship so far, goals and risks, and a profile of each external participant, with links to the CRM records behind it.

Can I generate a meeting brief on demand?

Yes. You can generate a brief on demand for an external meeting.