AdvisoryAI Webinar : 7th August - The 15 min prep to make clients feel remembered

About this webinar

This session is about using to Atlas to get the most out of every client meeting — supporting the prep that goes in beforehand, and what you walk away with once it's done. Using real client examples, we show how Atlas pulls follow-up questions from a past transcript, drafts a full pre-meeting briefing note, and tracks how a client's goals shift over time.

Atlas draws all of this from the meeting transcripts and reports already sitting in your account, so a client you haven't seen in months still gets a meeting that picks up exactly where the last one left off.

What you'll learn

• Turning a past meeting transcript into five sharp follow-up questions

• Tightening vague answers into properly SMART objectives

• A full pre-meeting briefing note — overview, key issues, agenda — ready to send

• Atlas Memory: your formatting preferences, applied automatically from then on

• How to build a timeline of a client's objectives changing over time, with every point traced back to the meeting it came from

Part of a series

This session is one of a series, with each session building on the one before. Working through all of them will give you a fuller picture of how Atlas fits into your day to day client work.

Further Support

If you any further questions on how you can make the most use of our platform, please don't hesitate to email support@advisoryai.com.

We enjoy learning about all of your exciting Atlas use cases, so no matter how you are using Atlas we would love to hear any feedback you may have.

Watch the Recording