Meeting Preparation
Make every meeting your best meeting
Databook delivers internal briefs, coaching workflows, and branded exec-ready decks—all automated and delivered into the tools you already use, so every meeting is relevant, credible, and outcome-driven.
How does Databook help?
Everything you need for high-stakes meetings
Manual research and generic decks waste time. Databook delivers exec-ready insights that make every interaction count.
The Current Way
Rushed, haphazard, and generic
- Hours wasted pulling financials, news, and context from scattered sources
- Sellers walk in with generic messaging and miss executive priorities
- Agendas unstructured, leaving meetings unfocused and unproductive
- Prep quality varies across teams, with no standard approach
- Limited visibility into private company insights
- Leaders can’t measure whether prep efforts drive better outcomes
The New Way
…or you could have fast, focused, and consistent preparation
- Deep research across public and private companies and strategic meeting content auto-generated to save hours of intensive work
- Internal prep briefs and guided coaching workflows tailor discovery and strategy
- Auto-generated, branded decks and talking points for exec-facing meetings
- Agendas, discovery questions, and follow-ups created and updated automatically
- Consistent, scalable prep across AEs, BDRs, VEs, SEs, ABM teams — and managers
- Closed-loop visibility links meeting prep work directly to pipeline progression and win rates
I’ve had customers say, “You know my business better than I do.” That’s the power of walking into a meeting with Databook insights. It not only turns me into a better seller, but also a stronger consultant.
Leading Digital Workplace & Imaging Solutions Provider
Meeting Preparation
How it works with Databook
Meeting prep is often the most time-consuming and frustrating part of selling. Sellers spend hours chasing data across tools, assembling decks, and still walk in unsure of what really matters to the customer. The result: inconsistent quality, generic conversations, and missed opportunities to build executive credibility.
Databook changes this by embedding preparation into the workflow itself. Internal briefs and coaching workflows equip sellers with the insights, discovery questions, and context they need before stepping into a meeting. At the same time, branded exec-ready decks are automatically assembled for external-facing conversations, ensuring consistency, credibility, and alignment with account strategy. Managers can stay on top of the team’s week ahead, tracking preparation efforts and who’s booking what. And all of this is delivered into the places teams already work, like Slack or Teams, triggered automatically through calendar integration so prep stays ahead of every meeting.
- Automate research: Instantly pull financials, strategic priorities, account news, and market signals into branded materials.
- Prep internally: Deliver seller and manager briefs with tailored questions, agendas, and guided coaching workflows.
- Equip externally: Auto-generate branded, exec-ready decks for high-stakes meetings with customers.
- Deliver where teams work: Push prep outputs into Slack, Teams, and CRM for seamless access.
- Stay ahead automatically: Calendar integrations trigger briefings and decks for upcoming meetings.
- Link to results: Track how consistent prep improves meeting quality, pipeline velocity, and win rates.
Databook allows me to cut my preparation and research time down by 75%.
Sr. Account Executive @ Databricks
Use Cases
See what else you can do with Databook
Built to make you better at closing bigger deals. Over and over.
See why prep with Databook is different
Databook works with a limited number of new customers each quarter to ensure high-impact delivery. We focus on enterprise teams with $100M+ in annual revenue and design every deployment around your unique GTM needs. Most of our customers come through referral—and we typically engage directly with Sales Ops and C-suite leaders, including CROs and CMOs. If you’re exploring how Databook can drive transformational sales productivity at scale and are ready to take the next step, please complete our assessment form to get started.
