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We're Bardeen, we build an AI Agent that does your repetitive work tasks. Sales teams at companies like Honk Mobile and Casafari use Bardeen to automate prep work before calls. We share some automation templates, called playbooks, below.
Congrats, you did it. Your leads need help, and you’ve got the solution.
In this guide we'll dive into preparing for meetings with these Bardeen actions:
We recommend downloading Bardeen before continuing, so you can follow the guide.
Why automate meeting prep?
Take a step back here and remember to understand your lead’s unique problem. If you start selling immediately, they won’t feel like you actually care. Your domain authority and knowledge about their problem should sell itself, and show them that your product is the solution.
Before the meeting, it’s crucial to have the right notes and information ready. You’ll come in with questions prepared, and answers to any concerns they have. Don't be stuck in mad scramble.
During the meeting, you want to hand off note taking so you can focus on the conversation. Nobody likes someone who is half-listening as they’re trying to type without looking.
After each call, follow-up with action items and next steps.
This is highly repetitive.
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