Win Back Your Time with Better Meeting Prep (Case Study With An Account Manager)

Peter Csanyi

Dec 6, 2024 · 5 min read

If you’ve ever worked in sales or client management, you know how chaotic things can get. One minute, you’re prospecting a new lead; the next, you’re on a call trying to solve for a client’s unique needs. Somewhere in between, you’re updating your CRM, prepping for the next meeting, and wondering where the day went.

Meet Frank, an Account Manager at LeverX. LeverX is a 1700-employee global IT company specializing in SAP solutions and custom software development, helping businesses streamline operations and drive digital transformation. Frank’s days are filled with context switching: managing key accounts, translating client needs into actionable tasks for developers, and juggling a mix of outbound and inbound sales efforts.

With such a demanding schedule, Frank needed a solution to stay on top of every meeting without losing focus. After discovering the time-saving benefits of Mindy’s Calendar Brief, he ensured it became a staple in his team’s sales toolkit.

“Identifying the key players ahead of the meeting sets the stage for success.”

“When I go into a meeting, I need to know who I’m talking to: what they do, their role in the company, and whether they’re the decision-makers. In a 30-minute meeting, I’m trying to understand the client’s business objectives, dig into their metrics, identify their pain points, and explain how we can help. There’s barely enough time to cover everything as it is. If Mindy can save me those crucial first five minutes I’d otherwise spend figuring out who’s who, it’s a huge win because I can immediately focus on the right people.”

That’s where Mindy’s Dossiers comes in. At the beginning of each morning, Mindy delivers a snapshot of your meetings scheduled for the day, including rich insights on the people you’re meeting with - you get a full overview of their professional backgrounds, social media highlights, and even recent news about their companies.

“One time, I saw that a prospect was an alumni of the same university as I was. That little fact turned into a perfect icebreaker. It set the tone for the meeting and made the conversation flow much smoother.

The majority of our business comes from inbound leads, and as we move through the sales process - from discovery calls to follow-up meetings - new stakeholders are often brought into the conversation. The reason why I love Mindy is because it provides me invaluable context on the individuals who are attending the meeting, helping me identify who will be signing off on this decision before I step into the meeting.”

A strategic approach to adopting productivity tools

With more than 1700 employees, Leverx approaches new tools pragmatically - instead of chasing trends, they try to address specific needs. They recently transitioned from Zoho to HubSpot for their CRM, a decision driven by practicality rather than novelty. This mindset carries over to Frank as well. With responsibilities spanning outbound sales, account management, and strategic client projects, he values tools that genuinely save time and streamline workflows.

Studies show that employees spend about 9 hours a week simply searching for information, with client-facing roles likely experiencing even more due to context switching. That’s where AI tools like Mindy come in. By automating the preparation process and delivering targeted insights, Mindy helps eliminate the manual (and mental) effort of researching.

With Mindy’s Calendar Brief, you can stay on top of your schedule and build better, stronger relationships.