Accessing Meeting Prep
In the Advisor Hub, go to the Upcoming Meetings or Today’s Meetings section (top left corner, first icon).
Select the meeting you’d like to prepare for.
Setting Up Your Meeting
Choose a Meeting Type
Select the meeting type that best represents the purpose of your meeting (e.g., Review Meeting, Prospect Call, etc.).Add CRM Clients
If your CRM is connected, choose which clients you’d like Zeplyn to gather information on for Meeting Prep.Generate Meeting Prep
Once your meeting type and attendees are selected, click “Click Here” in the Meeting Prep section.Note:
Meeting Prep still works even if your CRM isn’t connected.If you’ve previously had meetings with this client in Zeplyn, we’ll pull data from past interactions.
If no prior data exists in Zeplyn or your CRM, a standard, editable default agenda will be generated based on your selected meeting type.
Generating and Editing Meeting Prep
Review the pop-up confirming your meeting type and attendees, then click Generate Meeting Prep.
Once processed, two sections will appear:
Agenda – A structured outline for your upcoming meeting.
Advisor Notes – Key highlights from your past interactions and CRM data.
Both sections are editable (use the ✏️ pencil icon) and can be copied for sharing or customization.
Advisor Notes Overview
Your Advisor Notes compile key insights from previous client meetings—pulled from both Zeplyn and your CRM—to ensure you have full context heading into your conversation.
What You Can Do
✅ Re-generate Meeting Prep at any time if details change.
✏️ Edit the agenda or notes to tailor them to your meeting goals.
📄 Access Previous Versions:
After the meeting is processed, a new Agenda Follow-Up tab will appear showing your final agenda alongside meeting content.
The Meeting Prep tab retains your initial agenda and notes for reference.
💾 Save your changes anytime before the meeting.
Why It Matters
Meeting Prep ensures you walk into every meeting fully prepared—with personalized context, actionable insights, and a professional agenda—without starting from scratch.
For additional questions, please reach out to support@zeplyn.ai.