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Your routine

Prepare a meeting brief

Who's in the room, what's still open, and what to ask, before every important meeting.

30 minutes before each meeting
Message

Your Orbit Legal call is in 30 minutes. Start with SSO: Lisa said IT needs an answer before they pick a plan.

  • Who: Lisa de Wit, from your last call, and Amir Khan from IT, joining for the first time
  • Last time: Lisa asked for both plans side by side. You sent the comparison, no reply yet
  • Still open: whether SSO is a must, and who approves the purchase
  • Ask: What does IT need to sign off? Who else reviews the proposal?

Missing: no purchase timeline in your email or notes.