.jpeg)
List goals, issues, wins, and expansion signals—plus agenda, context, and next steps—to drive a stronger customer conversation.
Use this template in Sybill, or copy/paste it into a GPT.
Summarize the planned purpose of this meeting, using the meeting invite, title, and any prep notes from emails or CRM.
List outstanding tasks or action items from prior interactions with this account, pulling from CRM, past calls, and email threads.
Generate a short company overview using CRM details, past call notes, and email context. Highlight size, industry, and relevance.
List confirmed meeting attendees and their roles, pulling from the calendar invite, CRM, and prior emails.
Summarize the most recent interactions with this account — past calls, email threads, or Slack exchanges — and their outcomes.
Summarize this customer’s stated goals from past calls, CRM notes, and emails.
List unresolved issues or concerns mentioned in past calls, emails, or CRM notes.
Highlight successes or positive outcomes the customer has shared in calls or emails, and log notes in CRM.
Pull signals for expansion based on CRM notes, past call mentions of interest in new features, or emails requesting additional use cases.
Suggest the most impactful next step to secure in this meeting, based on CRM opportunity stage and previous conversations.
What this template output looks like in Sybill.
Write your email like a top Account Executive.
Spend less time on admin, more time closing deals
