Sales and customer contact
Preparing for a customer meeting with AI
Ten minutes of preparation with AI: what you already know, what you want to find out, and which questions and objections to expect.
5 min read
The best meetings are well prepared. Not with a thick file, but with a few sharp questions and a sense of what's on the customer's mind. AI helps you do that preparation in ten minutes.
Four questions to prepare
- What do I already know? Previous contact, quotes, what the customer asked for. List it.
- What do I want to achieve? A meeting, a decision, a better understanding of what the customer needs.
- What do I want to find out? The open questions to ask.
- What might the customer raise? Doubts, objections, comparisons.
Let the AI think through each point with your input.
Public information
An AI tool that searches the web can help you find public information about a company: what they do, recent news, their website. Open the sources yourself. Only look for business information relevant to the meeting, nothing about people's private lives.
Good questions
Ask the AI for open questions starting with "how", "what" or "why". For example: "How does it work today when a customer wants to change an order?" rather than "Do you have problems with changes?" Choose three you'll definitely ask.
After the meeting
Dictate or type your notes straight away and have AI turn them into a follow-up email. That way your preparation flows into your follow-up.
Checklist for every important meeting
Your answers stay only in this browser.
Prompt to copy
I have a meeting with [type of customer or company] about [topic]. What I already know: [paste]. My goal: [goal]. Give: 1) five open questions starting with how, what or why, 2) three objections I might hear, with a short, honest answer, 3) one sentence to open the conversation.
