He was spending 20 minutes getting ready for every meeting
A mortgage lender in the Raleigh area used to spend about 20 minutes prepping for each meeting. We built a meeting prep assistant together, and it saves him about 15 minutes per meeting, roughly 6 hours a week.
By Justin Farmer, Founder
About 15 minutes saved per meeting, roughly 6 hours a week.
The problem
Before each meeting he spent about 20 minutes pulling together background and deciding what to talk about. At five meetings a day, that was well over an hour and a half of prep. His self-built AI call list kept handing him the same names because it couldn't write back after he called.
What was built
Co-Build sessions on his screen, in his own accounts. First session fixed the call list so he logs a call in one sentence and those names drop off for a while. Next session built a meeting prep assistant plus an early morning brief so he wakes up with the day prepped. He learns to adjust these himself; everything stays in his accounts.
The result
About 15 minutes saved per meeting, roughly 6 hours a week. The call list stopped repeating names.
"What I appreciate most is that Justin teaches me how to do it myself."