Meeting Copilot for client reviews
Every client review, with the answers already in the room.
Quarterly reviews are where accounts are kept or lost, and they turn on questions you can't always predict: why a number moved, what changes at renewal, whether you can take on more. The copilot hears the question and puts your prepared answer on your screen, so you answer like the person who wrote the report.
For account managers and agency leads.
Where it helps
The moments that decide the meeting.
The question about the numbers
When the client asks why something went up or down, the explanation you prepared before the call is on your screen while they're still asking.
The renewal and price questions
Terms, scope and pricing in the wording you've agreed internally, so nobody improvises a discount on the call.
The points you came to make
Your must-say points stay on screen and tick off with a click. Anything you didn't get to turns up as a task afterwards.
The follow-up they're waiting for
A summary, action items with owners and dates, and a follow-up email are drafted the moment the call ends.
An example
One question, three ways to answer it.
Pick the length that fits the moment: bullets to glance at, a short line to say, or the full answer to read out. Switch with one key during the call.
A quarterly review with a client's head of operations.
Client asks
“Volume went up a lot this quarter. Can you keep response times where they are if we add the Denver office?”
BulletsGlance and go
- Yes: Denver fits inside the current plan
- Staffing is reviewed monthly against your volume
- Response times held through this quarter's increase
- Add Denver to next month's review
ShortOne line to say
Yes. Denver fits inside your current plan, and we review staffing against your volume every month, which is how response times held this quarter.
FullRead it out as it stands
Yes, and here's why we're confident. Denver fits inside your current plan, so nothing changes commercially. We review staffing against your volume every month, and that's exactly how response times held through this quarter's increase. What I'd suggest is that we add Denver to next month's review, agree the go-live date there, and check in a month after it's live to make sure the numbers still look the way they do today.
What matters here
The parts you’ll use most.
Labelled the way we hold ourselves to it: anything not built yet says so.
Answers as the question lands
Catches the question and drafts the answer in three lengths: bullets, short or full.
Your playbook, your words
Answers come from your own playbook and prepared answers, never from a guess.
Talking points on screen
Your must-say points stay on screen; tick them off with a click, and any you never covered become follow-up tasks.
Notes, tasks and follow-up
A summary, action items with owners and dates, and a follow-up email drafted after every call.
Pre-call brief
Set up with youWho you're meeting, what they care about and the questions they're likely to ask.
Private overlay
A small window only you see, left out when you share a window or tab.
HubSpot notes
Coming soonNotes, tasks and the meeting filed to the right HubSpot contact after you approve them.
See it on a meeting like yours.
Book a half-hour demo and bring the questions that come up in your client reviews. We’ll show you the copilot answering them from a playbook, then writing the notes.