Interpreting the results of your first meeting preparation

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:

We will share a meeting script in preparation of the meeting. This script is sharing the meeting objectives, the agenda and some discussion points.