Prepare for a hard meeting
Get the background, positions and likely questions before a tough meeting.
Founders and leadership · When you ask · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Gmail
- Microsoft 365
- Superhuman Mail
- Box
- Dropbox
- Notion
Slack
HubSpot
Salesforce
Attio
Pipedrive
Gmail
Microsoft 365
Superhuman Mail
Box
Dropbox
NotionHow do you prepare for a hard meeting?
To prepare for a hard meeting, mention Maito in Slack with who you are meeting and what it's about. Maito reads the account in your CRM, recent email and the contract in your files, then gives you where they stand, what they will likely ask, your limits, and any deadline you could miss.
How it's done today
Leaders go in underprepared.
What Maito does
- Collect history with the person or company
- Summarize positions
- List likely questions and answers
Example
@Maito prep me for Friday's pricing talk with Globex, our biggest customer.
From HubSpot, Gmail and the contract in Drive. Where they stand • $186k ARR, 214 seats, 71% active • Renews Jan 31. Champion: Hannah • 9 support tickets this quarter Likely asks • 20% off for a 2-year term • A price lock • Fewer seats at the same rate • A sandbox environment • Credit for the March outage Your limits: discounts stop at 15% on policy. You told Dana 17% is fine for 2 years upfront. Catch: section 8.2 caps renewal price rises at 7%, but needs 60 days notice. That deadline is Dec 2. If we miss it, we can't raise the price at all.
@Maito put this on one page for me.
Attached: globex-prep.pdf, one page.
Kate (1:30 PM):
prep me for Friday's pricing talk with Globex, our biggest customer.
Maito (1:36 PM):
From HubSpot, Gmail and the contract in Drive.
Where they stand
• $186k ARR, 214 seats, 71% active
• Renews Jan 31. Champion: Hannah
• 9 support tickets this quarter
Likely asks
• 20% off for a 2-year term
• A price lock
• Fewer seats at the same rate
• A sandbox environment
• Credit for the March outage
Your limits: discounts stop at 15% on policy. You told Dana 17% is fine for 2 years upfront.
Catch: section 8.2 caps renewal price rises at 7%, but needs 60 days notice. That deadline is Dec 2. If we miss it, we can't raise the price at all.
Kate (1:44 PM):
put this on one page for me.
Maito (1:46 PM):
Attached: globex-prep.pdf, one page.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It predicts likely asks from past emails and contract terms, not from knowing what the other side will say. It gives no legal advice, so check contract clauses with your lawyer.
Questions
Your CRM (HubSpot, Salesforce, Attio or Pipedrive), your email (Gmail, Microsoft 365 or Superhuman Mail) and your files (Google Drive, Box, Dropbox, Notion or Microsoft 365), connected through MCP.
Only the ones it has learned from your shared conversations or that sit in your files. If a limit isn't written anywhere, it tells you it couldn't find one.
Yes. Ask for a one-page PDF and it attaches it in the thread.
