Go to the deal execution module in the left-side navigation. Here you will find an overview of all your upcoming meetings in the "Get prepped" tab. These meetings will be prepared automatically for you if you connect your calendar. Or you can always prepare a new meeting manually by clicking the "prepare new meeting" button at the top right.

The preparation of your meeting consists of 8 sections:

On the account section, you can find the necessary account information and some interesting key insights about the company which can be relevant in preparation for the meeting with your stakeholder.

Meeting notes: The first section of the deal history presents your meeting notes from previous interactions with this prospect. These notes help you quickly recall key discussion points, decisions made and any agreed-upon next steps.
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Deal timeline: In addition, you'll find a meeting timeline that outlines all previous touchpoints with the prospect, such as calls, demos, or follow-ups, giving you a clear overview of the engagement journey so far. This allows you to prepare with full context before your next conversation. You can find an example below:

Objectives are small, clear goals you want to reach at each step of a sales process. They help you move the deal forward, stay focused, and understand what needs to happen before going to the next stage.

An example could be:

Offerings: In this section, you’ll find an overview of the potential offerings that are relevant to the prospect. These include the services/solutions your company could propose based on the prospect’s needs, challenges or goals.

Each offering represents something that can bring value to the customer. These offerings are typically aligned with what the prospect is looking for and what your organization is positioned to deliver.

Value proposition: this is a clear explanation of the benefit your offering brings to the prospect, focusing on why the offering matters to the prospect and how it helps solve their specific problems.

An example could be:

uman automatically generates sales content for your meeting. This could be a meeting script, discovery questions, a research report or a full blown sales deck. These can be configured by your admin by deal stage.

You can always select add specific more sales assets by clicking the "add assets" button, and selecting from your available templates

At the top of the meeting preparation, you find AI Chat, which is very powerful way to ask additional questions or information about the prospect or the deal you are working on.

When you click the "AI Chat" button, a new popup window will open where you can ask uman any question on the prospect, the deal information, past conversations and more.

Apart from the AI Chat button, you also find some other interesting interaction buttons you can use.

The "Edit" button lets you finetune the input of the meeting, like the name, participants, relevant offerings and more. Based on this new input, the meeting preparation will then be regenerated for you.

The "Close deal" button let's you mark this deal as "won" or "lost", so you can keep track.

The "Skip meeting" button allows you to skip this meeting preparation and also gives you the option to skip future meetings with this prospect.

"Mark as Prepped" sets the status of this meeting preparation to completed so you know you are fully prepared for this upcoming meeting.

The final button is the "share" button, where you can choose to share this meeting preparation with any of your colleagues.