How Two Consultants Use Mindy to Stay Ahead in Meetings (Case Study)
Peter Csanyi
Being a consultant means living in your calendar. Every meeting counts - whether it’s closing a deal, presenting to a client, or working on a deck with your colleagues. But let’s be honest: preparing for those meetings can feel like a never-ending grind. You’re toggling between LinkedIn tabs, digging through emails, and trying to remember who’s who, all while rushing from one call to the next.
For consultants like Alex Janeck, the Vice President of Sales at Kruze Consulting, and John Dierker, COO at Velox, the challenge of juggling back-to-back meetings and constantly switching contexts is a daily reality. Both work in high-pressure environments, constantly balancing client relationships, internal strategy, and the never-ending quest to stay one step ahead.
As the stories of John and Alex reveal, the solution to this chaos isn’t working harder - it’s working smarter. And that’s where Mindy comes in.
“I like Mindy because it integrates deeply with email and calendar data, helping me work more efficiently without disrupting my workflow.”
Kruze provides CFO services to more than 800 startups, guiding them through financial projections, cash flow management, and funding rounds. With a small sales team and a constant influx of inbound leads, Alex and his team are responsible for vetting founders and companies to ensure they’re the right fit. But digging through LinkedIn, websites, and company profiles for every new lead can be overwhelming, especially with startups that may not even have a website yet.
"Getting a complete picture of a startup can be challenging. The information available is either too sparse or overwhelming—you either find nothing or end up sifting through irrelevant details.
Before a meeting, I focus on three key questions:
1. Is this startup a good fit, often based on whether they’ve raised capital?
2. What is the background of the founders?
3. What does their company do?
What I love about Mindy is how it brings all the answers together in one concise Dossier. It provides insights on who I’m meeting, their background, what their company does, and any relevant news—all in an easy-to-read format. It saves me time and helps me prepare direct questions to drive the conversation forward."
But Mindy doesn’t stop at prep. Alex also uses it to streamline follow-ups. By synthesizing meeting notes and updating his CRM after the meeting is over, Mindy saves Alex hours of manual work.
“For someone like me, who isn't quick to adopt new tools, Mindy stood out because it seamlessly integrates with email and calendar data. It has made my team and me more efficient without disrupting our workflow.
In addition to providing background research, I also use Mindy for taking notes. The way it synthesizes my notes and turns them into actionable follow-ups has been incredibly helpful.”
Evolving the Business While Managing Back-to-Back Meetings
Velox started as a life sciences consulting firm but recently pivoted to developing custom AI models for the same industry. Despite this change in their offering, John’s calendar stayed just as packed, filled with investor meetings, sales calls, and internal strategy sessions.
John uses Mindy to enhance his background research for cold outreach meetings, particularly when meeting someone for the first time. The Daily Brief and Dossier features have become invaluable tools for John. He can quickly review the Dossier just before a meeting to get an overview of the person he’s meeting with, along with a fun fact that often helps break the ice.
“If I have limited time, like 2-3 minutes between calls, I usually rely solely on the Dossier to quickly get up to speed.
I remember having a client meeting where Mindy’s Dossier pulled up a fun fact about the person I was meeting with. I brought it up at the beginning of the meeting, and we instantly connected. That one detail made a big difference.
I don’t know of any other tool that pulls information from my calendar, inbox, and other sources like Mindy does. Just for that, it's a major time-saver and productivity booster, especially on my busiest, back-to-back meeting days."
Your Unfair Advantage for Smarter Meetings
If you're a consultant, sales professional, or founder with a packed calendar, it’s time to level up your meeting prep. Mindy takes care of your research and admin work, saving you time and letting you focus on what matters most - building relationships and growing your business.
Stay ahead, save time, and build better relationships with Mindy.
Want to give it a try? Get started for free.
