Industrialising meeting preparation
How can you standardise and equip an entire team’s meeting preparation with AI tools?
3500 € per session, excl. VAT
In short
“Industrialising meeting preparation” is a private in-person session of two days for sales managers, sales ops and sales enablement or aI leads and sales trainers. It helps you define a standard meeting preparation template, identify authorised information sources and their reliability. Groups of up to 12 participants, in French, with exercises on your own work cases.
Why this training?
When each salesperson prepares for meetings in their own way, quality varies and good practices are not shared. New starters take time to reach the expected standard. These two days build a shared process: what preparation must contain, where information comes from, which AI instructions to use and how to check. The result is a tested prototype and a trial plan, not a deployed system. Ongoing case study: The fictional team at « Logistix », a transport service provider, prepares for around forty meetings each week. Participants design and test the shared preparation process on eight fictional files. Transfer to the workplace: The pilot team uses the workflow for the period specified in the trial plan; the decision to extend its use is based on the defined indicators.
Objectives of this training
- Define a standard meeting preparation template
- Identify authorised information sources and their reliability
- Design a library of reusable instructions
- Prototype a preparation workflow in the available tools
- Test the workflow on fictional cases and measure the quality of the preparations
- Prepare a trial plan with a pilot team
Who is it for and what are the prerequisites?
Roles and tasks concerned
- Sales managers, sales ops and sales enablement
- AI leads and sales trainers
Prior skills
- Be proficient in the sales applications of generative AI (level 3 or validated equivalent prior learning).
- Have responsibility for sales organisation or tools (manager, sales ops, AI lead).
What you will work on
Review of current practices
Objective: Understand current differences. Comparative analysis of preparations; time spent, missing information, common errors.
The standard template
Objective: Define what every preparation must contain. Mandatory and optional sections, length, level of detail according to the type of meeting.
Sources and data rules
Objective: Know where information comes from. Authorised sources, reliability, prohibited data, updates; traceability of sources in the preparation.
Instruction library
Objective: Make good requests reusable. Instructions for each section of the template; variables to complete; versions and owner.
Workflow prototype
Objective: Assemble the steps in the available tools. Sequence of steps, customised assistant or shared template depending on the authorised tool; automations only if permitted and tested.
Tests on eight files
Objective: Measure the quality of the preparations produced. Assessment grid (accuracy, completeness, sources, time); comparison with manual preparation.
Improve and safeguard
Objective: Correct defects and prevent risks. Error analysis, corrections, mandatory human checkpoints.
Trial plan and support
Objective: Prepare a supervised trial. Pilot team, user training, indicators, feedback on experience, decision on next steps.
What you take away
- Standard meeting preparation template
- Map of sources and data rules
- Library of reusable instructions
- Workflow prototype and test report
- Trial plan and user guide
Method and assessment
- Short teaching inputs followed by immediate practice on the ongoing case study.
- Individual work followed by work in pairs, with peer review of the outputs.
- Guided group sharing: what works, what needs correcting and what remains a human decision.
- Preparation: Gather examples of existing preparations (anonymised). List the sources used by the team: CRM, client website, notes, internal documents. Check authorised tools and automations with IT.
Observable criteria: The template specifies the mandatory sections and their source; Each instruction is tested on at least two files; The test report compares the workflow with manual preparation against explicit criteria; Human checkpoints are defined before the trial.
Frequently asked questions
Does the term « industrialising » mean automatic rollout?
No. The training produces a shared process and a tested prototype; extension to the whole team follows an internal decision after the trial.
Does the CRM need to be connected?
This is not mandatory. If a connection is being considered, it is addressed in the dedicated CRM integration training and validated by IT.
How does this differ from the level 1 training on meeting preparation?
Level 1 teaches you to prepare for your own meeting; here, you design a shared process for an entire team.
Who maintains the instruction library?
An owner designated by your organisation, with an update rule defined during the training.
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