Taking a few minutes to prepare before a meeting gives the live coach the context it needs to tailor its tips to the specific person you're talking to.
Prepare a meeting
- Open the meeting from your Meetings tab and tap Prepare, or start preparation for a conversation with no booking.
- Fill in what you know about the person: their name, role, and an optional reference link.
- Mark them as a VIP contact if relevant.
- Add a short description of their typical behaviour or communication style.
- Save your preparation, so you can come back and edit it anytime before the meeting.
Good to know
- Preparation isn't limited to booked meetings. You can prepare ahead of an informal or unscheduled conversation too.
- Everything you save here is used automatically once you start coaching for this meeting and there's nothing extra to connect.
- You can also set goals, a checklist and expected objections. See Setting goals, triggers and objections.
Tip
If you've met this person before, check Getting prep suggestions from past meetings first. Meetfy can draft a starting point from your last conversation with them.