Pre-Meeting Info Collector & Brief Generator
Automatically collect detailed client information before every meeting and generate a personalized preparation brief for your team.
Booking Confirmed
48hr before — intake form sent
Intake Submitted
Typeform webhook captures responses
Brief Generator
GPT-4o creates meeting prep brief
Staff Briefing
Slack + email 30 min before meeting
CRM Log
Intake + brief saved to contact
Trigger
Booking Confirmed
48hr before — intake form sent
Action
Intake Submitted
Typeform webhook captures responses
AI
Brief Generator
GPT-4o creates meeting prep brief
Output
Staff Briefing
Slack + email 30 min before meeting
Storage
CRM Log
Intake + brief saved to contact
Walking into a first meeting without knowing what the client wants is a missed opportunity. This workflow sends every booked client an automated intake form 48 hours before their appointment — collecting their specific goals, current situation, pain points, and questions. When the form is submitted, GPT-4o synthesizes the responses into a concise meeting preparation brief delivered to the staff member: what the client wants, what questions to ask, relevant context, and suggested agenda. The brief is delivered 30 minutes before the meeting via Slack and email, and is logged to the CRM record.
- First meetings feel like established relationships — clients are impressed by preparation
- Staff spends zero time on pre-meeting research — brief arrives automatically
- Intake responses logged to CRM build a complete client history from day one
- Suggested agenda items mean no dead air or aimless sessions
- Completion rate for pre-meeting forms is typically 75–85% when automated
Consultants, coaches, financial advisors, therapists, and service providers who want to show up to every first meeting fully prepared with client-specific context.
Template
$69
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $699
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
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