Before you start: open Ask Jiminny Panorama and filter to every call with the single account you are meeting next.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review all of these calls with this account and prepare me for my next meeting with them.
Structure the output as:
Their goals and priorities, in their own words where possible
Open items â unanswered questions and unresolved concerns from previous conversations
Our commitments â what we promised, and whether each was met
The people â who the key contacts are and what each of them cares about
Finish with the three things most worth raising or confirming next time, and why each matters
Weight recent calls most heavily, but flag anything promised long ago and never closed, and name the call each point came from. If the account's tone has shifted over time, say so and show the evidence rather than assuming it. Where the calls do not cover something, say so rather than filling the gap.