What it does · Meeting prep
Your second brain to prep every meeting.
A one-page brief before every appointment: who they are, where things stand, what to raise, from your own files, not a search engine. Built on your second brain.
Built with you, live, one-on-one. Starts with a conversation.
01 / The problem
Walking in cold is a choice now.
The frantic scroll in the parking lot, the ‘remind me who this is?’ text, the detail you knew in March and lost by June: prep is a tax you pay before every meeting, or skip and pay after.
Real prep takes about fifteen minutes per meeting. Six meetings deep, that’s your morning gone, so most days it quietly doesn’t happen.
The cost hides until a client notices you asked the same question two quarters running, or the cross-sell sat in plain sight and nobody raised it.
Everything you need already exists in your own files. It’s just scattered across email, notes, the CRM, and your memory of last quarter.
So the brain watches the calendar and assembles the file for you: tomorrow’s meetings get one-page briefs tonight, and the 9 AM that appears at 8:30 gets one by 8:40.
02 / How it works
From your brain to done.
Not another standalone tool with its own login and its own amnesia: this is a capability wired into the brain that already knows your business.
Step 1
It sees the calendar
Tomorrow’s meetings get briefs tonight; the 9 AM addition gets one by 8:40.
Step 2
It assembles the file
Every email, note, document, and promise connected to this person, plus what changed since you last spoke.
Step 3
It suggests the agenda
The open items, the thing they mentioned once, the two questions worth asking. You still run the meeting.
Step 4
Prep feeds memory
Whatever happens goes back into the brain, so every meeting makes the next one sharper.
03 / In your business
Same capability. Your world.
Advisory
Annual reviews prepped with what changed in the accounts and what you discussed last quarter. Surge weeks, survivable.
For financial advisors →
Real estate
Listing appointments with the CMA talking points and the sellers’ history on one page.
For real estate agents →
Law
Client meetings with the whole matter on a page: what’s filed, what’s owed, what you promised.
For solo and small-firm attorneys →
Sales
Discovery calls with the prospect researched and the three similar deals you’ve already won.
For founders and small sales teams →
Bookkeeping
Client check-ins with their year’s story: the growth, the quirks, and the fee conversation you’ve been postponing.
For bookkeepers and small accounting firms →
Insurance
Renewal calls with the dec-page compare done and the cross-sell flag already raised.
For independent insurance agents and small agencies →
04 / What you get
What you walk away with.
Your foundation goes live in your build session; this capability gets built on top of it after, with your own brain and our help, or done for you. Once it’s on, this is what runs every day:
- A one-pager before every appointment: who they are, where things stand, what to raise.
- What changed since last time, pulled from your own files, with public research clearly labeled.
- A suggested agenda you’re free to ignore; you still run the meeting.
- Prep that compounds: every meeting’s notes sharpen the next meeting’s brief.
05 / Permissions
It does what you tell it to do.
Give it as many permissions or as few as you want. You decide what it handles on its own, what waits for your tap, and what it never touches. Start with everything passing through you, hand over the routine as it earns trust, and tighten or loosen any of it anytime. This is how we set it up on day one, and every line of it is yours to change:
- Built from your files first; anything from public research is clearly marked as such.
- Briefs arrive before you ask, but never act on your behalf.
- One page, unless you want two.
- Confidential stays confidential: your accounts, your keys.
06 / The offer
Two ways to get one.
Build it with us, one-on-one, or hand us the keys. Either way you end up with a second brain that knows your business.
Done with you
The Build
$2,000one time · then $100/mo
$2,000 today starts your build. Your first month of membership comes with it, so the $100/mo starts 30 days later and you can cancel anytime.
How it happens
A private working session
One-on-one, live, scheduled around your calendar
It starts with a conversation: tell our assistant about your business, grab a quick call with the team, and we get your session on the books.
You leave with
- Your second brain, running: the memory loaded with your business, your voice, and the working basics, built with you live
- Every tool and template we use, yours to keep
- The exact system we use ourselves, and the map of what to add next
The $100/mo keeps it growing
- Help when you’re stuck: bring the question, leave with it working
- We keep building with you: the next capabilities (email, content, posting, research) added one at a time
- Build sessions and walkthroughs, recorded and documented, a library that grows
- Month to month, cancel anytime
Done for you
The Custom Build
Customquoted after an audit of your business
Want it done for you? That’s its own engagement, quoted after an audit. We look at your business, quote the work, then design and build the system around how your operation actually runs, integrated with the tools you already use.
- Starts with an audit: your business, your systems, what actually needs building
- Quoted up front, one capability or the entire system
- Built by the team that runs on it themselves, every day
- Delivered running, with you and your team trained on it
- Ongoing support if you want it
The build sets the foundation. Every capability after that (email management, content creation, posting, document work) you add one of three ways: build it with your own brain, build it with our help, or have us build it for you, quoted separately.
Questions
Where does the information come from?
Your own systems first (email, notes, files, CRM), because that’s where the real story is. Public research (their site, the news) gets added and labeled as public.
What if the meeting was just added?
Briefs regenerate whenever the calendar changes. The 9 AM that appeared at 8:30 still gets its page.
Can it prep my whole week at once?
Yes, a Sunday-evening packet of every meeting ahead is a standing order some owners prefer.
What goes in a good client meeting brief?
Who they are, what changed since last time, open items and promises, and the two things worth raising, one page. That’s the template it starts from; you reshape it once to match how you actually work, and it stays that way.
Your first brain got you here.
The second one takes the busywork, holds the memory, and never clocks out. Done with you, or done for you.
Want it done for you instead? We audit, quote, and build. Talk to us.