How do you do meeting prep for a client without five minutes of scrolling?
Meeting prep for a client meeting means scrolling through email and your package; Bombos gets a short overview ready from the email and package data, which you review and add to.
Works with SharePoint, ANVA, CCS, Convect and your own file and client systems.
The one-pager is the first step toward an office that does more and better work with the same team, then teaches Bombos the next task.
This is how it goes now, and how it goes with Bombos.
The client is on the line in five minutes and you are still scrolling through email.
Today, just before the meeting, you gather what is happening yourself: the latest emails, the details in the package and last year's document. You know the client, but you still need to find what has happened since the previous conversation. In homeowners association management, documents, email and the work in Convect sit side by side. Anything only a colleague knows is missing from those systems.
One overview per meeting: what is going on and what is open, from email and package.
Bombos prepares a concise overview from the available email and package data, with the reason included. You read it before the client meeting and add what you know. An agreement that was never recorded is also missing from the overview. If Bombos is unsure, it asks you instead of filling the gaps between messages with assumptions. You decide what to use in the conversation.
After three months, you never enter a client meeting without the overview already waiting, showing what is happening, what is open and what was promised. You lead the conversation instead of catching up. Your team holds more and better meetings with the same people, and teaches Bombos which preparation should come next.
What's ready for you then
- The overview is ready for every scheduled meeting
- What is happening, open and promised
- You lead the conversation instead of catching up
- Today's agreements carry into the next meeting
Where do you see that?
The overview for your client meeting sits in Bombos on the list of proposals. You see the reason attached and the status "ready for you" or "waiting on your input". You do not need the package open to read the overview. The list shows which preparation is ready and where Bombos still needs something from you.
You review the overview before using it in the meeting. Information you got outside email or the package, you add to your preparation yourself. The overview is not a message that goes to the client and reading it changes nothing in the file. For actions with an effect outside Bombos there is a log you can view. That keeps the difference visible between a prepared overview and work carried out outside Bombos.
How does it start?
In the first week we discuss together where you get the preparation for a client meeting from, during a setup conversation of about an hour. You go through the mailbox and package you want to prepare the client meeting from, with the rules that apply for you. You give access to the systems needed for the first task. Your existing records stay where they are. You do not need to move files, learn a new package or take a course. What a colleague once agreed with a client by word of mouth, we also bring up in that conversation.
After that, Bombos puts the first task live. Every task type starts at "proposing": the overview sits ready for review. What is not right in the preparation, you send back as a correction. A correction to the overview becomes the rule for the next preparation; without your explanation Bombos does not learn what you want to see differently. Adjusting is done with settings, without custom work. Once the overviews go well for a while, you can set that task type to "run after approval" or "run on its own". Through the log you follow afterward the actions around preparing meetings. Even if you do not work with computers much, you set it up together.
Preparing the client meeting is the first task, not the whole offer. We take you through the setup. After that your own office teaches Bombos the next task, and you do not need to come back to us. After three months, you never walk into a client meeting without the overview already there. If there is a client meeting on your calendar, the overview is already there the morning before, with the reason attached.
Better prepared, with room for more clients.
An overview for a meeting may seem like a small thing. But a team that enters every conversation prepared delivers higher-quality work. For an organization that is growing fast without wanting to grow headcount, that matters twice: more clients, the same people, and everyone still knows what is happening.
After this first task, your team teaches Bombos the next one itself. Nobody needs to be technical. By working with Bombos, your people naturally learn how to use AI. We guide you at the start. After that, we do not want you to keep coming back to us.
Compare it with adding a new coworker: it costs less than half a day a week of the person you would otherwise hire. Leave your number and we will call you back to talk through your situation.
What Bombos does, in three steps
It reads what comes in
An email, a message, a photo or a PDF: Bombos reads it, looks up the client and the details in the systems you already have, and sees what is missing.
It drafts the work, you approve it
The proposal sits on one list with the reasoning next to it. You read it, adjust it and approve. Only then is anything sent, booked or filed.
It remembers what you decide
Every correction becomes the rule for next time. Once a kind of task has gone well for a while, you hand it over step by step, and you check the log afterwards.
What can Bombos not do here today?
An agreement your colleague made by word of mouth does not automatically appear in the overview. That is why Bombos can interview you: it asks what was discussed with this client and which agreement you want to carry forward. You put that explanation next to the preparation from email and package. That way you have an overview for the meeting that you can check and add to with what your colleague knows. When in doubt, the question sits next to it; a proposed summary can be wrong.
You decide which points you discuss with the client and what you commit to. Reading the overview changes nothing in the client file. Approval from a staff member is needed to keep something for good or to send a message out. Bombos sends messages to third parties through any channel only with that approval; that limit is technically enforced. Only Bombos can switch it off, at your explicit request and at your own risk. The overview gives you a starting point for the meeting, with room for what you still want to ask.