Before departure · Scenario 02
Meeting a customer this afternoon, where do I start looking through materials?
Say "I'm visiting this hospital this afternoon and want to understand its IT and AI tenders," and it first gathers public leads, existing interactions and open questions together. How to open the conversation and which questions to ask are still up to you based on the situation on the ground; this step is only responsible for reducing searching and omissions.
A client scheduled a meeting for the afternoon on short notice in the morning. There had only been two email exchanges with this client before, and the website, tender information and industry news were scattered everywhere. Two hours is not enough to prepare, but going in empty-handed is too risky.
Sales: "I'm visiting a customer this afternoon and want to understand its IT and AI tenders. Pull it together for me so I can read it on the way."
The system organizes this meeting according to the six steps of visit preparation: background, goals, opening, questions to ask, hypotheses to validate. It prioritizes filling gaps in the customer profile—competition, strategic priorities, items to validate.
Customer profile Who the customer is, what they use now, who makes the call, and who you are competing against
Tell the system the client name and the purpose of this visit
Public leads, historical interactions and questions to be confirmed organized in one go
What to say in the opening, what to ask — you can review it on the way
Enter the room with more confidence, not relying on improvisation
Customer profile, competition, strategic priorities, and items to verify go into the file
Managers know what the goal of this visit is and what should be brought back
Where does it get customer data?
It combines public information with your own interaction records, bringing scattered materials together.
Is there still time for a last-minute meeting?
Send it in 30 seconds with one sentence, read it on the go. Want to see if your customers can run it this way? Add me on WeChat and send me your scenario.
Where is your team stuck?
Never enough time to prepare for a visit? Send me the situation for the next customer you're meeting, and let's see what we can pull together.
When adding, note your industry or the step you need to improve, so we can match the context directly