Meeting Agent

Opportunity Discovery Meeting Agent for Key Account Managers

<p>As a <a href="https://relevanceai.com/agent-templates-roles/key-account-manager-ai-agents-1">Key Account Manager</a>, your initial discovery calls set the stage for potentially lucrative partnerships. Use Relevance AI to transform these calls into strategic opportunities. AI agents can help you prepare targeted questions, analyze prospect responses in real-time, and tailor your value proposition on the fly. This ensures you make a strong first impression and uncover hidden opportunities through enhanced <a href="https://relevanceai.com/agent-templates-tasks/sales-prospecting-ai-agents">lead generation</a>.</p>
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Discovery call agent avatar - AI-powered key account manager assistant for opportunity discovery meetings and sales pipeline management

Run smarter Opportunity Discovery meetings with AI Agents

<p>AI-powered meeting planner agents are transforming how <a href="https://relevanceai.com/agent-templates-roles/key-account-manager-ai-agents-1">Key Account Managers</a> conduct new opportunity discovery calls. These agents automate pre-call research, provide real-time insights during the conversation, and streamline post-call follow-up, enabling managers to focus on building relationships and closing deals. This technology enhances efficiency, improves call quality, and drives higher conversion rates through improved <a href="https://relevanceai.com/agent-templates-tasks/sales-pipeline-management-ai-agents">sales pipeline management</a>.</p>

Before Meeting

Your AI agent compiles relevant prospect data, including industry trends, company financials, and recent news. It also suggests targeted questions to uncover pain points and strategic priorities. You enter the call fully prepared to engage in a meaningful conversation.

During Meeting

As the prospect speaks, your AI agent analyzes their responses, identifying key themes and potential areas of alignment. It provides real-time suggestions for follow-up questions and helps you tailor your value proposition to address their specific needs.

After Meeting

<p>Post-call, your AI agent generates a comprehensive summary of the conversation, highlighting key takeaways, action items, and potential next steps. It also updates your <a href="https://relevanceai.com/agent-templates-software/salesforce">CRM</a> with relevant information, ensuring seamless follow-up and efficient <a href="https://relevanceai.com/agent-templates-tasks/sales-pipeline-management-ai-agents">pipeline management</a>.</p>

Quick Start

Build your Opportunity Discovery Meeting Agent in
Relevance AI

What you’ll need

You don't need to be a developer to set up this integration. Follow this simple guide to get started:

  • Meeting Notetaker Agent template
  • Calendar account
  • Meetings to join
  • Relevance AI Account
Try Meeting Notetaker Agent
STEP 1

Meeting Notetaker Agent

Clone the Meeting Notetaker Agent template into your account, by clicking any of the "Try" buttons on this page.

You can also find it on the "Templates" page in your Relevance AI Account. Just search for Meeting Notetaker.

STEP 2

Send calendar events to your agent

Setup a trigger for Google Calendar so your agent can start receiving new calendar events (like meeting event links).

Your meeting agent will then join your meeting and send you a transcript of it when it's done.

STEP 3

Customize what your agent does

You customize what your opportunity discovery call agent does before, during, and after your meeting. For example, you can set it to research specific industry reports before the call, identify competitor mentions during the conversation, and automatically draft a follow-up email with personalized recommendations after the meeting.

STEP 4

Make every meeting count

<p>Your agent can turn each discovery call into a strategic asset, generating actionable insights and driving pipeline growth. Set it up once, and it can consistently deliver value across every call, saving you time and maximizing your impact. You could have it create a detailed prospect profile, update your <a href="https://relevanceai.com/agent-templates-tasks/sales-forecasting-ai-agents">sales forecast</a>, or schedule a follow-up demo. The more calls you run, the more strategic intelligence you gain through improved <a href="https://relevanceai.com/agent-templates-tasks/lead-qualification-ai-agents">lead qualification</a>.</p>

Learn More

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AI Agents: Unlocking Potential infographic - Automate Discovery Calls saving 8-15 hours per week for Key Account Managers with 5-10% increased conversion rates and real-time strategic guidance
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‍Meeting Notetaker Agent today!

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