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Using Spinach on Client or Sales Meetings
Using Spinach on Client or Sales Meetings

Tips on how to use Spinach with external participants, client meetings or sales calls

Karin Sharon avatar
Written by Karin Sharon
Updated this week

Use Spinach on your client meetings or sales calls with a set of features that will give you more control and security, especially dealing with sensitive information.

Here are some features that we recommend:

  • Try our Sales Meeting Templates by selecting one from the dropdown of Your Meetings.

  • Select to send summaries just to yourself, as the "Spinach Host" if you don't want everyone on the call receiving a copy or internal attendees only.

  • Choose to edit summaries before they are sent out.

  • Spinach supports over 100 languages, you can update the language per meeting!

  • Represent your company on the call and swap out the in-meeting Spinach logo for your own logo.

  • Need any details Off the Record? Type "pause" in the chat for any sensitive conversation you don't want Spinach to record. Type "resume" to continue recording.

  • After the meeting, Ask Spinach anything you want about the meeting. Examples:

    • What was the deadline for the contract submission?

    • Generate a sentiment report to understand the client's mood during the call

    • Generate a SPIN, MEDDPICC, SPICED, or BANT report.

  • Generate a Followup Email using Ask Spinach and copy it into your inbox.

We also know that trusting Spinach with yours and your client's data is high stakes, so I want to reiterate our policy:

Your data remains yours and secure. Only a few key Spinach employees have access to the data just for troubleshooting and support purposes. We’re also SOC2, GDPR and HIPAA compliant.

We do not use your data for training and our commercial agreement with Microsoft (who provides us with GPT-4) prevents them from training on our data and have zero data retention policy setup with them. Here is our security center with more details and we’re happy to answer any additional questions!

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