Meeting preparation
Client meeting · 10:30
Example data
Current source
Service proposal · revision 2
Information needed · The start date has not been agreed.
Saved · Next step: Confirm the proposed start date with the project lead.
For owners and executives
Lead the business. Not every follow-up.
The current proposal. The unanswered question. The reply you still owe. CompanyOS gets the context and the next draft ready, so you can focus on the decisions that need you.
Installed and configured around your team’s work.
Pre-production frame · Example data
Before the room
Walk into the meeting with the context.
Bring together the supplied notes, the current document and what still needs an answer. Spend the conversation discussing the work, not reconstructing it.
The right version, beside the reply.
Review a prepared response with the source close at hand. When a detail is missing, it stays a question rather than becoming a promise.
Make the next step clear.
Keep the proposed action and its owner visible. Your team can see what was prepared and what still needs a decision, within the access you have agreed.
Meeting preparation
Client meeting · 10:30
Example data
Client request · Alex Morgan
“Could you send the updated proposal and confirm when the work could start?”
Current source
Service proposal · revision 2
This revision replaces the previous proposal. The scope is confirmed. The start date has not been agreed.
Information needed · The start date has not been agreed.
Draft for review
Hi Alex, here is the updated proposal. The start date still needs confirmation. I will check with the team before confirming it.
Saved · Next step: Confirm the proposed start date with the project lead.
Narrated animatic · not the final film
The video is not published yet. The transcript covers everything it shows.
Before the room, two ways to prepare.
Without an assistant
Search the thread for the latest proposal.
Ask a colleague which revision the client has.
Rebuild the open questions from memory.
With CompanyOS
Open the named source: Service proposal · revision 2.
See the open question: the start date is not agreed.
Review a prepared reply and save the next step.
Written walkthrough · Example data
Meeting preparation, step by step
Prepare for the meeting.
Let’s get ready for this client meeting. We need the current proposal, the point that still needs an answer, and a reply to review.
Start from the request.
They ask for the updated proposal and when the work can begin. The notes and documents supplied for this meeting are here beside the conversation.
A current source. An open question.
This is the current version. The start date is still unconfirmed.
Review the prepared reply.
Now prepare the reply. The draft uses the proposal, while leaving the date open.
See the saved result.
Give the follow-up a responsible person and save it. Reopen the record: the reply and next action are there, with the question still visible.
Discuss your assistant.
That is the starting point: one recurring job prepared with the right information. We configure CompanyOS with your team, including the connections, data processing and support.
An assistant, not another setup on your list.
We configure the agreed tasks with your team or IT provider. You receive a defined handover and support arrangement, not just another login.
Client information stays under your control.
Choose customer-hosted installation and local AI processing where required. Access and external connections are explicit parts of the setup.
Questions owners ask
We already use an AI chat tool. Why add this?
Start with a real task and compare the work involved. CompanyOS is configured around shared information, preparation and responsibility. It should earn its place by improving that process.
Will everyone see everything?
No. The assistant works with the information each person is allowed to use. A job title or presentation preset does not grant access.
How much of my time will setup take?
We define your involvement alongside the scope, connections and responsibilities before installation. The work is organized around a named point of contact.
Which follow-up keeps finding its way back to you?
Let us look at that task, how your team handles it now, and where assistance would be useful.
Discuss your assistant