How to Use Meeting Prep
Go to the Upcoming Meetings section in the Advisor Hub (top left, first icon).
Click "Meeting Prep" (right) for the scheduled meeting you are wanting to prepare for.
A pre-note meeting window will open with a dropdown menu of meeting types.
Select one of the following meeting types:
Discovery Meeting
Onboarding Meeting
Annual Review
If you are integrated with your CRM, Zeplyn will generate a custom agenda and advisor notes based on your selected type and previous CRM and Zeplyn meeting history.
On the right hand side you will have Advisor Notes. These are key notes from your previous 12 months of interactions with your client both within Zeplyn and in your CRM.
What You Can Do
You can only generate an agenda ONCE for each meeting. So be certain of which agenda you want to create.
Edit the agenda and notes to tailor them to your meeting needs.
After the meeting is processed, a new tab will appear in the note called Agenda Follow-Up, showing the final version of the agenda alongside your meeting content. You will also see a tab called “Meet Prep” that will contain your initial agenda and advisor notes.
You can access and update your Meeting Prep Agenda or Notes at any time before the meeting.
Be sure to save your changes!
Meeting Prep ensures you're fully prepared with the right context and talking points—without starting from scratch.