Preparing for customer meetings often means digging through scattered tools to find the latest updates, notes, and risks. This quick start playbook brings everything together in one place—automatically.
It works with your existing CRM, task manager, email, and communication tools, adapting to your current setup without needing to switch platforms.
How to configure the meeting preparation quick start playbook
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Setting up this playbook is flexible and works with the tools you already use. Each step helps you build a complete view of your accounts before every meeting.
Step 1: Aggregate CRM, product usage, news, and feedback
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Start by selecting where to pull your account data from. This includes your CRM and external sources that track company activity. Options include:
- HubSpot
- Salesforce
- Pipedrive
- Affinity
- Zoho
For external updates, choose from:
- LinkedIn Sales Navigator
- LinkedIn company and decision-maker posts
- Crunchbase
- Company news or product updates
This step ensures you have the latest account activity and external signals in one place, giving you a strong foundation for your meeting prep.
Step 2: Review past notes and outstanding action items
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Next, connect your task management tools to bring in open items and past notes. You can pull from:
- Asana
- ClickUp
- Trello
- Linear
This step helps you track what’s been promised, what’s still pending, and what needs follow-up. It ensures continuity from past meetings and keeps your team accountable.
Step 3: Detect churn risks from account activity
Bardeen will now analyze product usage and communication patterns to detect potential churn risks. This includes drops in engagement, missed deadlines, or negative feedback.
By surfacing these signals before the meeting, you can address issues proactively. This step is key for customer success and revenue operations teams focused on retention and account health.
Step 4: Suggest meeting topics based on recent insights
Using the data gathered, Bardeen will suggest relevant topics to cover in your meeting. These could include:
- New product features the customer hasn’t used
- Recent support issues
- Company news or leadership changes
- Missed milestones or upcoming renewals
This step helps you personalize the meeting and focus on what matters most to the customer right now.
Step 5: Generate and send a report
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Finally, choose how you want to share the meeting prep report. Bardeen creates a structured summary that includes insights, risks, and action items. You can:
- Save it in Google Drive
- Save it in OneDrive
- Send it to Slack
- Send it to Microsoft Teams
- Email it via Gmail or Outlook
This step ensures that everyone attending the meeting is aligned and prepared, without needing to dig through multiple tools.
How to automate meeting preparation with Bardeen’s quick start playbook?
Automating meeting prep helps customer-facing teams stay informed without manual effort. It pulls insights from across your tools to give you a full view of each account, helping you show up ready with context, updates, and action items.
Benefits of automating meeting preparation
This playbook helps customer success, account managers, and RevOps teams stay proactive and reduce churn risks by surfacing the right information at the right time.
Get a full view of account activity
Bardeen automatically pulls CRM data, product usage, company news, and customer feedback into one place. This gives you a clear picture of what’s happening with each account—without switching tabs. It supports better decision-making and aligns with best practices in sales lead management.
Spot churn risks early
By analyzing recent activity, Bardeen flags signs of disengagement or issues that may lead to churn. This helps teams act before problems grow. It’s especially useful for customer success teams managing multiple accounts and trying to stay ahead of risks.
Personalize every meeting
The playbook suggests meeting topics based on recent insights, making your conversations more relevant. Whether it’s a new product update or a drop in usage, you’ll know what to focus on.
Ways to automate meeting preparation
This playbook automates several key parts of the meeting prep process, helping you stay focused on the conversation instead of the research.
Collect key updates from multiple sources
Instead of checking your CRM, news feeds, and product dashboards separately, Bardeen gathers updates from all of them. This includes product usage trends, company announcements, and customer feedback.
Review past communication and tasks
Bardeen pulls in past emails, call notes, and outstanding tasks so you can quickly review what’s been discussed and what’s still pending. This keeps meetings focused and avoids repeating past conversations.
Create and send a prep report
Once all the data is gathered, Bardeen generates a structured report with suggested topics, risks, and action items. You can choose how to share it—via email, Slack, or saved to a shared drive.