Meetingflow Manifesto

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Before Meetingflow, I was the CEO of a customer-obsessed company born in the terrible meltdown of 2008.

Maniacal customer focus wasn’t just our religion. It was the only way we could survive, let alone win. 

That meant being awesome at 

  • Customer meeting plans 

  • Collaboration on customer meetings 

  • Customer meeting execution and follow-up

One day I was prepping for a meeting on our largest potential deal ever. 

Someone else met the same customer right before, talked about related issues and I didn't even know about it. 

This randomized my deal at the last minute and I was furious. And stuff like that happened all too often.  

In hindsight, we had good intentions about great customer meetings, but our approach was lousy. 

Our customer-facing teams, sales, customer success, and pro services took notes in whatever tool they wanted - Google Docs, One Note, Evernote, Apple notes, etc. 

We begged people to get their notes into Salesforce - sometimes that happened, sometimes it didn't, but everyone hated it. It killed the formatting, was unreadable, and was a hassle. 

We had no systematic visibility into who was meeting whom. This caused more work to stay coordinated and was error-prone. 

Meeting plans, account plans, past notes, presentation materials, and follow-up tasks were scattered around a dozen disconnected tools. This made collaboration painful and error-prone.

The existing tools just weren't up to the level of customer excellence that we needed. There was no intelligent workflow to it, just best effort and randomness.  

We talked to companies of all sizes to learn about their customer meeting flow and best practices.

It turns out we weren't alone. 

Even leading companies often leave it to chance with ad hoc customer meeting processes. Which is nuts, given how much they spend on sales and marketing overall. 

I even met a guy who lost a million-dollar deal because of lousy meeting planning and a lack of collaboration. 

We thought it was a data aggregation problem. Or a prep problem. Or a notes problem. Or a CRM update problem. 

We were wrong. 

The light came on when we realized that customer meetings aren't just people talking and taking notes. 

Customer meetings are a workflow. 

They have upstream activities like prep and involve critical collaboration. They have downstream activities like customer follow-up, CRM updates, and team follow-up. 

And this workflow typically spans a bunch of disconnected tools. 

Whether you realize it or not, you either have an intelligent and organized customer meeting workflow, or it's ad hoc and best effort. 

So we asked ourselves:

  • What if we made a smooth customer meeting workflow that connected all these disparate tools and organized everything automatically?

  • What if people loved using it because it's easy, saves time, and makes you feel organized and prepared? 

  • Could we infuse it with collaboration, best practices and increasing intelligence to help teams maximize every customer meeting? 

We knew that would be a better way. So that’s what we built. And in times like these, who doesn’t need to maximize every customer meeting?  

Meetingflow isn't just a product; it's a new approach. It’s an intelligent workflow for getting the most out of every customer meeting.

Every day we're helping teams: 

  • Be better prepared

  • Better collaborate

  • Painlessly update/writeback to Salesforce and Hubspot, thus maintaining a single source of truth

  • Better follow-up with customers and their colleagues  

  • Better execution that drives revenue and customer happiness 

If what we're saying resonates, reach out and share your stories. 

We'd love to have you join our mission to super-empower customer-facing teams to maximize every customer meeting.