AI for preparing appointments and follow-ups

Learn how to leverage AI to prepare for your meetings and automate follow-ups. In this half-day session, you’ll discover tools and workflows to generate meeting briefs, craft personalized reminders, and ensure timely client engagement.

Learning Objectives:

• Use AI to generate concise, relevant meeting briefs and agendas.
• Automate the drafting of personalized follow-up emails and reminders.
• Integrate AI workflows into your calendar and CRM for seamless task management.
• Optimize timing and content of follow-ups based on client data and sentiment.

Target Audience:
Sales and account managers, business developers, project leads, and anyone responsible for client meetings and follow-ups.

Duration:
½ day (9:00–12:30).

Number of Participants:
Maximum 12 participants.

Prerequisites:
Basic familiarity with calendar tools (Outlook, Google Calendar) and email clients (Gmail, Outlook).

Schedule:

Morning: AI-Powered Meeting Preparation

• Workshop: generating agendas and key talking points from minimal input.
• Live demo: summarizing historical data and documents to inform your discussion.
• Hands-on: configuring a workflow to push briefs into your calendar.

Workshop: Automated Follow-Ups

• Template design: crafting personalized follow-up email prompts.
• Automation setup: triggering reminders and follow-up messages.
• Exercise: simulate a client meeting workflow end-to-end.

Pricing:

• Open enrollment: €400 excl. VAT per participant
• In-house: on request, tailored to your needs

Methods Employed:

• Interactive demonstrations
• Hands-on guided workshops
• Real-world case studies

Evaluation:

• Quick quiz at the end of the session
• Review of generated briefs and follow-up emails

Accessibility:
Our sessions are accessible to people with disabilities. Please contact accessibility@eurekia-learning.com to arrange accommodations.

Contacts:

• Quality referent: Jihane Khouzaimi (06 69 53 77 75 – contact@eurekia-learning.com)
• Pedagogical referent: Hatim Khouzaimi

Note:
This half-day session will help you streamline your meeting preparation and follow-up processes, boosting client engagement and efficiency.