Pre meeting brief

ZoomInfo InboxAI sends a briefing email two hours before meeting prospects or customers. It  includes the following information.

Who will be in the meeting?

  • See job titles and get a LinkedIn link
  • When was your last interaction?

Review past interactions:

  • Recent emails and documents
  • Recent cases (open and closed) – when using Service cloud
  • Opportunities stage and amount

Here is an example.

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