Run a Meeting Prep coaching session

You'll learn how to: Generate an AI-prepared brief for an upcoming meeting that uses your full relationship history with the attendees.

Time: 5-10 minutes per session, end-to-end.

Prereqs: Calendar connected so Nynch sees the upcoming meeting. The attendees are in your Nynch network. Coaching enabled on your plan.

When to use

• Day-before prep for any meeting with a contact or buyer you have history with.
• First meeting with a stakeholder where you want to know everything Nynch already knows.
• Re-engagement meetings after a long gap.
• Stakeholder mapping refresh on a multi-person deal.

The session takes 5-10 minutes and produces a brief you can read in 2 minutes when you actually walk in. Trade-off worth it for any meeting that matters.

Steps

1. In the secondary nav, click Coaching.
2. The Coaching hub shows 12 canvases grouped by category.
3. Click Meeting Prep (under Deals & Proposals).
4. A setup screen asks you to pick the meeting context:
   • Upcoming meetings from your calendar (recommended).
   • A specific contact (use this if the meeting isn't on your calendar yet).
   • A specific deal (uses the primary contact + committee).
5. Pick one. Click Start.
6. The coach opens with a brief intro: what this session is for and what data it sees.
7. The chat-style session begins. Typical flow:
   • The AI summarises who you're meeting, what your prior interactions covered, and what's currently at stake.
   • It surfaces relevant signals (recent posts, job changes, news mentions).
   • It asks you a few targeted questions about what outcome you want from the meeting.
   • It generates a 1-page meeting brief.
8. Save / export the brief. Suggested actions:
   • Send it to yourself or a colleague.
   • Pin it to the related deal canvas.
   • Print or copy to your meeting notes app.

What's in the typical brief

• The attendees, their roles, your engagement history.
• Their recent activity (last 4 weeks of posts, job changes, signals).
• Open questions / loose ends from past conversations.
• Recommended angles for the meeting.
• Risks or topics to handle carefully.
• A list of questions you might ask.

After the meeting

After the meeting, log notes on the contact or deal. The next session you run (Win/Loss, Account Expansion, etc.) inherits the meeting outcome automatically.

If something goes wrong

• Symptom: "Meeting Prep canvas isn't in the Coaching hub." → Fix: Your plan doesn't include Coaching. Check Settings > Account.
• Symptom: "Pick-a-meeting list is empty." → Fix: Your calendar isn't connected, OR no upcoming meetings exist on the connected calendars. Connect calendar via Settings > Email & Calendar.
• Symptom: "Brief feels generic." → Fix: Two causes:
  • You have little or no history with the attendees. The coach is only as good as the data.
  • Your authority claim / Go To Market setup is thin. The coach uses these for tone and angles.
• Symptom: "Session ended without producing a brief." → Fix: The coach needs you to answer its targeted questions to generate the brief. If you skipped them, restart and answer them.
• Symptom: "I can't find the brief I generated last week." → Fix: Each Coaching session is preserved. Open the canvas again with the same entity; "Resume" or "View previous session" should appear.

Other coaching canvases

Meeting Prep is one of 12. See AI coaching canvases for the full set with their use cases.

Related: AI coaching canvases | The deal canvas | Add a stakeholder to a deal.