Every meeting makes the next pitch sharper.
Log the meeting. Get a Meeting Report scored against your own sales process and a Client Profile that's ready before the next one. Build the deliverable it tells you to build. Included on every plan, and it never spends a credit.
What is Meetings & Firm Memory?
Meetings & Firm Memory is the part of PREZENTD that learns from your client meetings. Paste a transcript or drop the notes your notetaker exported, and PREZENTD writes a Meeting Report that scores the meeting against your firm's selling framework and a Client Profile that tells you how to present to this client and what to build for the next meeting. Every logged meeting also adds to Firm Memory — editable lists of what wins at your firm, the objections you hear, and the language to use and avoid — and won engagements become precedents for the next similar prospect. It is included on every plan and during the trial, and nothing in it spends deliverable credits.
A scorecard against your own sales process, minutes after the meeting.
Paste the transcript, your notes, or the summary your notetaker emailed you, and PREZENTD writes a Meeting Report, usually within a minute or two. It scores the meeting out of five against the framework you sell with — Sandler, SPIN, Challenger, Consultative, or up to eight criteria of your own — and checks whether the step's purposes were achieved. Then it coaches: three things you did well and three to improve, each with the quote from the transcript that earned it, a recommended strategy for the next meeting, and the deliverable opportunities the conversation surfaced.
- —Overview, scorecard, step purposes, coaching, next-meeting strategy, and deliverable opportunities — each opportunity with the quote that triggered it.
- —Written for you, never for the client. No share link, no client-facing surface.
How to present to this client, ready before you walk in.
Every client gets a living, versioned profile that refreshes after each meeting. At the top sits the box the builder reads directly: lead with, they care about, say, don't say. Edit it and your words are protected; automatic updates only add to them. Below it, the profile covers fit and urgency, who they are, the decision-making matrix (built for couples), priorities, blind spots, up to three quotes, objection analysis, and how to win them. It ends with "Before your next meeting": what to cover for the next step, the objections to prepare for, similar wins from your own book, and the one deliverable to build. The advisor who logged the meeting gets it as a PDF by email.
- —"How to present to this client" is what every deliverable for that client is built from.
- —Versioned, so you can see what a meeting changed. Read it in the car on the way in.
What your firm has learned, as lists you can edit.
Every Meeting Report quietly adds to seven firm-level lists: what wins here, positioning that lands, objections we hear, language to use, language to avoid, process notes, and loss patterns. Each item PREZENTD wrote names the meeting it came from. There is no approval queue and no feed. Delete an item and it stays gone; later reports can't add it back. Edit an item and it becomes yours; automatic updates won't overwrite it. Add your own to any list. Editing is admin-only, and every deliverable built in the workspace benefits.
- —Seven lists, every model-written item traceable to the meeting that produced it.
- —Your edits always win. Deleting is a signal the model respects; ignoring is not.
Segments of your book emerge from the meetings you log.
Once about five clients carry traits from logged meetings — profession, life stage, wealth band, values, buying disposition — PREZENTD groups them into named segments. Each card shows how many clients, won and lost counts, deliverables built, and three columns: What wins, Objections, Build next. Rename, merge, pin, or archive them, and edit each segment's own lists the same way as the firm lists. Segment guidance reaches the builder through the client, so a deliverable for a pre-retiree engineer reads differently from one for a business owner planning an exit.
- —Up to twelve active segments, one per client, authored from evidence rather than set up by hand.
- —What wins, objections, build next — for the people this deliverable has to convince.
Won engagements inform the next similar prospect.
Mark each engagement Still open, Won, or Lost the day you know. Won engagements become precedents: what worked, the objections overcome, and what drove the close, retrieved for the next client who resembles them and shown as one to three lines in "Before your next meeting" and in the deliverable's context. Lost engagements feed loss patterns in Firm Memory. There is no win-probability score, by design — precedent, not prediction, and the advisor stays the judge.
- —Similar wins from your own book, with receipts showing which engagements informed them.
- —The engagement line — goal, meeting number, outcome — is the whole pipeline.
From the opportunity card straight into the builder.
Each deliverable opportunity on the report or profile carries the quote that triggered it and, when one of your templates fits, a "Use your … template" button beside "Build new". Either one opens the normal builder with the client, engagement, format, title, prompt, and target meeting already filled in. You still answer the follow-ups, approve the plan, and review the result before anything goes to a client. Every deliverable targets a step — "For: Meeting 3" — and the client timeline files it under that meeting.
- —Filled in from the opportunity, so nothing you learned in the room is left behind.
- —Same review before anything ships. Building is the only part of the loop that spends credits.
Start with your history instead of a blank page.
Drop up to 25 past transcripts or notes files at a time and PREZENTD proposes the client, date, and step for each. You confirm every row — and mark each engagement Still open, Won, or Lost — before anything becomes a meeting. Reports run in the background. Ten to twenty-five recent meetings is plenty; include the ones you won, because those become the precedents the next similar prospect's profile draws on.
- —TXT, Markdown, DOCX, PDF, VTT, and SRT — whatever your notetaker exports.
- —Nothing becomes a meeting until you confirm it.
What Meetings & Firm Memory never does.
The loop is useful because it is narrow. These are the lines it does not cross, as written in the release note.
- —Meeting Reports and Client Profiles are internal. They have no share link and can only be emailed to a member of your workspace. Client delivery still runs through the deliverable review you already use.
- —PREZENTD doesn't record meetings and doesn't connect to your notetaker. Paste or upload the transcript. Every notetaker we've seen exports one.
- —No advice math and no CRM. The engagement chip (goal, meeting number, outcome) is the whole pipeline.
- —Everything is scoped to your workspace, and model calls run on zero-data-retention routing. Sources stay until you delete them.
- —There's a fair-use ceiling of 120 meeting jobs per workspace per rolling 30 days. That's far above what any firm in our book logs. If you get near it, you'll hear from us before anything is blocked.
Log the meeting
On the client page, from Meetings, or in the builder: paste the transcript or drop up to ten files. Mark each as Transcript, Notes, Intake sheet, or Other.
Read the report and profile
The Meeting Report scores the meeting against your sales process. The Client Profile refreshes and lands in your inbox as a PDF, ready before the next meeting.
Build for the next meeting
Click the opportunity. The builder opens with the client, engagement, format, prompt, and target meeting filled in. Approve, review, present.
Mark the outcome
Still open, Won, or Lost. Won engagements become precedents; lost ones feed loss patterns. Firm Memory and segments compound with every meeting.
Questions advisors actually ask
Does PREZENTD record my meetings?
No. PREZENTD does not record meetings and has no notetaker integration. You log a meeting by pasting the transcript, notes, or summary your notetaker produced, or by dropping up to ten files. Every notetaker we have seen — Zocks, Jump, Otter, Fireflies, and others — exports a transcript you can paste or upload.
Does it connect to my notetaker or CRM?
No. There are no notetaker, CRM, or calendar integrations and no public API. Meetings & Firm Memory works from what you paste or upload. The client record holds a name, household label, tags, and an optional reference to your CRM's ID; PREZENTD is not a CRM and does not replace yours.
What file types can I add to a meeting?
Paste text directly, or drop up to ten files per meeting: TXT, Markdown, DOCX, PDF, VTT, and SRT. Each file can be marked as Transcript, Notes, Intake sheet, or Other. Seeding from history accepts the same types, up to 25 files per batch.
Is this a CRM?
No. PREZENTD does not run contacts, tasks, calendars, or a pipeline. It does hold every logged meeting for a client — the transcripts and notes you added as Sources, the Meeting Report for each meeting, and every version of the Client Profile — grouped on the client page as a timeline. The engagement chip (goal, meeting number, outcome) is the whole pipeline. Keep the CRM you have.
Who can see Meeting Reports and Client Profiles?
Only members of your workspace. Meeting Reports and Client Profiles are internal documents: they have no share link and no client-facing surface. They can be downloaded as a PDF or emailed to another member of your firm; the recipient picker cannot address a client. Client delivery still runs through the deliverable review and approval you already use.
Does Meetings & Firm Memory spend deliverable credits?
No. Logging meetings, Meeting Reports, Client Profiles, segments, precedents, seeding from history, PDF export, and internal email never spend credits, on every paid plan and during the trial. Only building, adapting, or remixing a deliverable spends a credit. There is a fair-use ceiling of 120 meeting jobs per workspace per rolling 30 days, far above what any firm logs.
Can I edit or delete what PREZENTD learns?
Yes, all of it. Firm Memory is a set of editable lists; delete an item and it stays gone (later reports cannot add it back), edit an item and it becomes yours, or add your own. The "How to present to this client" box on each Client Profile is editable and your words are protected. Deleting a meeting reverses what it taught. Editing Firm Memory is admin-only; everyone in the workspace benefits.
How do segments work?
Segments emerge automatically once about five clients carry traits from logged meetings (profession, life stage, wealth band, values, buying disposition). PREZENTD names them, caps them at twelve active, and assigns each client to at most one. Each segment card shows clients, won and lost counts, deliverables built, and three columns — What wins, Objections, Build next — that you can edit. Rename, merge, pin, or archive segments at any time.
What happens to my transcripts?
Transcripts and notes you add to a meeting are kept as Sources your firm owns: an encrypted copy, scoped to your workspace, visible on the client page. They stay until you delete them. Deleting a Source removes the file and everything extracted from it, keeps the historical Meeting Report, and refreshes the Client Profile without that evidence. Model calls run on zero-data-retention routing, and nothing you add is used to train AI models.
What is a precedent?
A precedent is an engagement you marked Won, summarised as what worked, the objections overcome, and what drove the close. When a new client resembles it — by traits, goal, segment, and recency — PREZENTD shows one to three precedent lines in that client's "Before your next meeting" section and gives them to the builder as context. There is no win-probability score; precedents inform, the advisor decides.
How does the Meeting Report score a meeting?
Against your own sales process. In Settings you choose a selling framework — Sandler, SPIN, Challenger, Consultative, or Custom with up to eight criteria in your words — and define up to six ordered steps, each tagged with its purpose. The report gives an overall score out of five, a score per criterion ("Not observed" is allowed), and whether the step's purposes were achieved, with transcript evidence behind each score. Defaults work with no setup.
Can I bring in past meetings?
Yes. Seed from past transcripts accepts up to 25 files per batch. PREZENTD proposes the client, date, and step for each file; you review every row, fix anything it got wrong, mark each engagement Still open, Won, or Lost, and confirm. Reports run in the background, and your Firm Memory, segments, and precedents exist from day one.
Log your first meeting today
Try PREZENTD free for 7 days. Paste a transcript, read the Meeting Report and Client Profile, and build the deliverable it tells you to build. No charge until day 8.
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