# Attio Account Review Prep

> Walk into every meeting fully briefed. Pull notes, calls, and history from Attio in seconds.

Source: https://cotera.co/solutions/sales/attio-account-review-prep

---

- **Team:** Sales
- **Tools:** Attio
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 30 min/meeting

## How it works
1. **Account Snapshot** — Pull the full account record with deal status and contacts
2. **Notes Synthesis** — Read all internal notes and surface key themes and decisions
3. **Call Review** — Pull transcripts and extract commitments and open items
4. **Talking Points** — Generate recommended topics based on relationship context

## Example requests
- Prep me for my QBR with Acme Corp tomorrow - pull everything from Attio
- What have we discussed with Stripe in the last 90 days? Summarize all calls and notes
- Build a renewal meeting brief for Datadog including any risk signals

## Prompt

```markdown
## Task

Prepare a comprehensive pre-meeting brief for an account review by pulling all relevant data from Attio. Use @Attio/Get Record to pull the account record and key details, @Attio/List Notes to get all internal notes and context, @Attio/List Calls to find recent calls, and @Attio/Get Transcript to pull full transcripts. Synthesize everything into a structured brief with relationship history, open items, and recommended talking points.

**Example:** Prep me for my quarterly review with Acme Corp tomorrow. Pull everything from Attio so I walk in fully briefed.

## Input

The user will provide:
1. The account or company name to prepare for
2. Optional: type of meeting (QBR, renewal, escalation, check-in)
3. Optional: specific topics or concerns to focus on
4. Optional: time frame for historical context (default: last 90 days)

**Example:** "Prepare for my renewal meeting with Stripe next Tuesday" or "Get me up to speed on everything with Datadog before my 2pm call"

## Context

### What to Pull

**Account Record:**
- Company name, industry, and size
- Deal stage, contract value, and renewal date
- Owner and key contacts
- Custom fields (health score, tier, segment)

**Notes History:**
- Internal team notes and observations
- Previous meeting summaries
- Escalation or risk flags
- Strategic decisions or commitments made

**Call History:**
- Recent call dates, participants, and duration
- Full transcripts of key conversations
- Topics discussed and outcomes
- Commitments made by either side

### Synthesis Strategy

1. Pull the account record for core data
2. List all notes to build a relationship timeline
3. List recent calls and get transcripts
4. Identify recurring themes across notes and calls
5. Surface open action items and unresolved concerns
6. Flag any risks or opportunities
7. Generate recommended talking points based on context

### What Makes a Good Brief

- Lead with what matters: risks, open items, and recent changes
- Include specific quotes or references from calls and notes
- Highlight commitments made that need follow-up
- Surface patterns (e.g., repeated complaints, growing engagement)
- Keep it scannable so you can review in 5 minutes before the meeting

## Output

**Account Review Brief:**

**Account:** [Company Name]
**Meeting Type:** [QBR / Renewal / Check-in]
**Prepared:** [Date]

---

**Account Snapshot:**

| Field | Value |
|-------|-------|
| Industry | [Industry] |
| Deal Value | $[Value] |
| Contract Status | [Active / Up for Renewal] |
| Renewal Date | [Date] |
| Health Score | [Score] |
| Account Owner | [Name] |

---

**Key Contacts:**

| Name | Role | Last Interaction | Sentiment |
|------|------|-----------------|-----------|
| [Name] | [Title] | [Date] | [Positive / Neutral / Concerned] |

---

**Relationship Timeline (Last 90 Days):**

| Date | Type | Summary |
|------|------|---------|
| [Date] | Call | Discussed pricing for expansion |
| [Date] | Note | Internal flag: champion may be leaving |
| [Date] | Call | QBR - positive feedback on onboarding |

---

**Open Action Items:**

| Item | Owner | Committed Date | Status |
|------|-------|---------------|--------|
| Send case study | Us | [Date] | Overdue |
| Internal security review | Them | [Date] | In Progress |

---

**Key Themes:**
- [Theme 1]: [Supporting evidence from calls/notes]
- [Theme 2]: [Supporting evidence from calls/notes]

**Risks & Opportunities:**
- **Risk:** [Description with source]
- **Opportunity:** [Description with source]

**Recommended Talking Points:**
1. [Topic] - [Why it matters and what to say]
2. [Topic] - [Why it matters and what to say]
3. [Topic] - [Why it matters and what to say]

**Preparation Checklist:**
- [ ] Review [document/proposal] mentioned in [date] call
- [ ] Follow up on [open item] before meeting
- [ ] Prepare [materials] requested by [contact]
```

## Related reading
- [AI Sales Meeting Prep: The 60-Second Brief That Changed How We Sell](https://cotera.co/articles/ai-sales-meeting-prep.md)
- [CRM Data Enrichment with AI: Beyond the Bulk Import](https://cotera.co/articles/crm-data-enrichment-ai.md)