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Features

Meetings & 1:1 Prep

Walk into every 1:1 ready, with a coaching game plan and an agenda built from your team's data.

Meeting Prep gets you ready for 1:1 coaching conversations. It builds a game plan tailored to each rep, suggests an agenda from their data, and surfaces the deals worth talking about — so you spend your prep time deciding what to say, not digging for it.

What is Meeting Prep?

Meeting Prep takes the guesswork out of 1:1 preparation:

  • Game Plan — A conversational coaching brief tailored to each rep
  • Smart Agenda — Suggested talking points based on the rep's data
  • Pipeline Review — The rep's deals with coaching context
  • Coaching Tips — Focus areas based on the rep's recent performance

How to Use Meeting Prep

1. Schedule or Find a Meeting

Option A: From Dashboard

  • See "Up Next Meetings" on your dashboard
  • Click Prepare next to an upcoming 1:1

Option B: From a Team Member's Profile

  • Click a rep's name anywhere in SMVue
  • Click Schedule Meeting (if no meeting exists)
  • Or click Prepare (if a meeting is already scheduled)

Option C: From the Meetings Page

  • Go to Meetings in the sidebar
  • See all upcoming and past 1:1s
  • Click Prepare on any meeting

2. Generate Meeting Prep

When you click Prepare, SMVue puts together:

Game Plan:

  • A conversational coaching brief
  • Written like you're talking to a peer, not reading a report
  • Highlights what's working and what needs attention
  • Suggests a few focus areas for the conversation

Smart Agenda:

  • Suggested talking points
  • Prioritized by importance
  • Based on recent data changes

Pipeline Review:

  • The rep's open deals
  • Deal-by-deal context
  • Suggested actions to discuss (push, hold, qualify out)

Coaching Tips:

  • Skills to develop
  • Process improvements
  • Patterns worth addressing

3. Review and Customize

What to Do:

  1. Read the Game Plan
  2. Skim the pipeline review
  3. Note 1-2 coaching focus areas
  4. Adjust the agenda if needed (add/remove topics)

Pro Tip: Don't over-prepare. The Game Plan gives you most of what you need. Use the rest of your time to think about how you'll deliver the feedback.

4. During the Meeting

Meeting Interface:

  • Keep the Game Plan open while you talk
  • Take notes as you go
  • Create action items in the moment
  • Track time (optional meeting timer)

Notebook Integration:

  • Notes save to the rep's notebook
  • Filed under the meeting date
  • Searchable later

5. After the Meeting

Wrap-Up Workflow:

  1. Review the notes you took
  2. Add any missing action items
  3. Give action items due dates
  4. Click Complete Meeting

What Happens:

  • Notes save to the rep's notebook ("Meetings" section)
  • Action items are assigned to the rep
  • The meeting is marked complete
  • Your coaching cadence is updated

The Meeting Notetaker

The Meeting Notetaker can send a bot to your sales call, transcribe the conversation, and turn it into a summary and a coaching brief — so you don't have to take notes by hand.

Beta. The Notetaker is available to organizations where it's enabled. Quota is tracked at the organization level, not per seat. Re-importing the same call can create duplicate records, and access scoping on meeting content is still being hardened — treat it as pilot-grade.

How It Works

  1. Open Notetaker from the Meetings page (when it's enabled for your org)
  2. Choose which upcoming meetings the bot should join
  3. The bot joins the call and captures a transcript
  4. SMVue produces a summary and a coaching brief tied to the deal and attendees
  5. Pre-call prep (agenda, talking points) is drawn from the same context

The Notetaker is the easiest way to capture a meeting. If you'd rather not have a bot join, you can upload a transcript yourself — see Working with Transcripts below.

Meeting Types

SMVue supports a set of 1:1 and team meeting types, each with its own agenda focus:

Weekly 1:1

Focus: Check-in, quick pipeline review, coaching moment

Prep Includes:

  • What's changed this week
  • 1-2 deals to discuss
  • One coaching focus area

Pipeline Review

Focus: Deep-dive on every open deal

Prep Includes:

  • Full pipeline breakdown
  • Deal-by-deal context
  • Deal health context

Skill Development

Focus: Work on specific skill gaps

Prep Includes:

  • Skill focus areas
  • A coaching plan for the target skill
  • Practice scenarios

Performance Review

Focus: A broader performance conversation

Prep Includes:

  • Quota attainment context
  • Win rate and velocity trends
  • Career growth conversation starters

SMVue includes additional meeting types as well (for example, tactical deal coaching, career development, forecast alignment, and team meetings), each with an agenda tailored to that conversation.

The Game Plan

The Game Plan is the heart of Meeting Prep. Here's how it works.

What Goes Into the Game Plan

Data Used:

  • The rep's pipeline (deals, stages, amounts)
  • Recent activity (meetings, calls, emails)
  • Quota progress
  • Win/loss history
  • Last 1:1 notes and action items

SMVue uses AI to turn that data into a conversational brief tailored to the rep — written in plain language, not a robotic report.

Staleness Detection

SMVue flags when a Game Plan may be out of date:

Triggers:

  • The rep's data changed meaningfully (new deal, stage change, win/loss)
  • A meaningful amount of time has passed since the last generation
  • You explicitly marked the agenda stale

What to Do:

  • Click Regenerate to get fresh prep
  • The previous version is kept in the meeting history

Smart Agenda

The Smart Agenda suggests what to discuss:

Suggested Topics

  • Pipeline Updates — Deals that changed or need attention
  • Wins to Celebrate — Recent closed-won deals
  • Challenges — Obstacles the rep is facing
  • Skill Development — Areas to improve
  • Action Item Follow-Up — Review last meeting's commitments

Customizing the Agenda

  • Add your own topics
  • Remove suggested topics that don't apply
  • Reorder by priority

The agenda is built from the meeting type's template. SMVue includes agenda templates for its built-in meeting types, and each meeting can use a specific agenda template.

Meeting Cadence Recommendations

SMVue suggests how often to meet with each rep, based on:

Rep Tenure

  • New reps (0-3 months): Weekly 1:1s
  • Ramping reps (3-6 months): Weekly or biweekly
  • Tenured reps (6+ months): Biweekly or monthly

Why tenure matters:

  • New reps need more frequent coaching
  • Tenured reps need space to execute

Performance

  • Struggling reps → More frequent check-ins
  • Top performers → Less frequent (but still important)

You can always override the suggestion and set the cadence manually.

Taking Notes During Meetings

Note-Taking Interface

  • Rich text editor (bold, bullets, links)
  • Auto-save as you type
  • Section headers for organization

Creating Action Items

While you take notes, you can create an action item, assign it to the rep, set a due date, and link it to a deal. See Action Items for the full flow.

Notebook Auto-Save

  • Notes save to the rep's notebook automatically
  • Filed in the "Meetings" section
  • Searchable in Notebooks

Working with Transcripts

If you're not using the Notetaker, you can bring your own transcript.

Supported Formats

  • Plain text (.txt)
  • Transcripts exported from Zoom, Google Meet, etc.
  • JSON transcript format

How to Upload

  1. During or after the meeting, click Upload Transcript
  2. Select a file or paste the text
  3. SMVue summarizes the key points
  4. The summary is added to your meeting notes

What the Summary Covers

  • Key decisions
  • Action items it spots
  • Coaching moments

Privacy: Transcripts are only accessible within your own organization.

Email Agenda to Rep

Send the meeting agenda ahead of time:

How to Send

  1. Generate meeting prep
  2. Click Send Agenda
  3. Review the draft (built from your agenda)
  4. Send it

Sending the agenda ahead of the meeting gives the rep a chance to prepare too.

Meeting Series (Recurring 1:1s)

Schedule recurring 1:1s on a cadence:

Creating a Series

  1. Go to the team member's profile
  2. Click Schedule Meeting Series
  3. Choose a cadence (weekly, biweekly, monthly)
  4. Pick a day and time

Managing a Series

  • Edit the cadence anytime
  • Pause the series (e.g., during vacation)
  • End the series (e.g., when a rep leaves)
  • Reschedule individual meetings without affecting the series

Troubleshooting

Game Plan not generating

Issue: Stuck on "Generating..."

Solutions:

  • Give it a little time (generation can take a moment)
  • Refresh the page
  • Check that CRM sync is complete
  • Contact support if it's stuck

Prep seems generic or inaccurate

Issue: The Game Plan doesn't match what you know about the rep.

Possible Causes:

  • CRM data hasn't synced recently
  • The rep's profile is missing key info (hire date, role, quota)
  • Not enough history yet (new rep)

Solutions:

  • Click Sync Now in Settings → Integrations
  • Update the rep's profile (Team page)
  • Edit the game plan with your own insights

Notes not saving

Issue: Notes lost when the browser closed.

Solutions:

  • Make sure you're online (auto-save needs a connection)
  • Refresh the page
  • Try a different browser
  • Contact support if it persists

Can't create action items

Issue: The action item button is grayed out.

Possible Causes:

  • The rep is archived
  • The rep isn't assigned to you as manager
  • You're on a Rep seat (read-only)

Solutions:

  • Verify the rep is active (Team page)
  • Check the rep's manager assignment
  • Make sure you're on a Manager seat

Best Practices

Preparation

  1. Generate prep ahead of the meeting — Gives you time to review
  2. Send the agenda to the rep — Helps them prepare too
  3. Watch the staleness indicator — Regenerate if the data changed

During the Meeting

  1. Keep the Game Plan open — Reference it while you talk
  2. Take notes in SMVue, not a separate doc — Everything in one place
  3. Create action items in the moment — Don't rely on memory

After the Meeting

  1. Complete the wrap-up while it's fresh
  2. Review action items with the rep before you end
  3. Set the next meeting before closing

Need Help?

Questions about Meeting Prep? Contact support@smvue.com or use in-app chat.

Sales Coach

Ask questions about your team and get coaching guidance grounded in your real sales data.

Notebooks & Notes

Keep your coaching notes, meeting summaries, and insights organized in one place.

On this page

What is Meeting Prep?How to Use Meeting Prep1. Schedule or Find a Meeting2. Generate Meeting Prep3. Review and Customize4. During the Meeting5. After the MeetingThe Meeting NotetakerHow It WorksMeeting TypesWeekly 1:1Pipeline ReviewSkill DevelopmentPerformance ReviewThe Game PlanWhat Goes Into the Game PlanStaleness DetectionSmart AgendaSuggested TopicsCustomizing the AgendaMeeting Cadence RecommendationsRep TenurePerformanceTaking Notes During MeetingsNote-Taking InterfaceCreating Action ItemsNotebook Auto-SaveWorking with TranscriptsSupported FormatsHow to UploadWhat the Summary CoversEmail Agenda to RepHow to SendMeeting Series (Recurring 1:1s)Creating a SeriesManaging a SeriesTroubleshootingGame Plan not generatingPrep seems generic or inaccurateNotes not savingCan't create action itemsBest PracticesPreparationDuring the MeetingAfter the MeetingRelated FeaturesNeed Help?