You should initially set your deal review meetings for 60 minutes with your team. Preparing and sharing an agenda in advance helps you cover more topics efficiently.
Source: Spinach AI Deal Review Meeting Template
Most deal review meetings tend to occur weekly. As you go through a few iterations, you may need to adjust the frequency based on your team's needs.
Source: Spinach AI Deal Review Meeting Template
Divide the meeting into four sections: Why Change?, Why Now?, Why Not?, and Feedback & Plan. Each section addresses specific deal review topics, such as business problems, goals, decision criteria, competition, and action plans. For a full list of recommended topics, see the Spinach AI Deal Review Meeting Template.
Key topics include: client business problem, business goals and success factors, accountability, executive sponsorship, activation and compelling events, project priority, current state data, decision-making criteria, competition, unique business value, future state solution, obstacles, stakeholder challenges, feedback for the AE, support, and critical path to close. For a full list of 21 recommended topics, visit the Spinach AI Deal Review Meeting Template.
Spinach AI provides an AI Meeting Assistant that runs meetings, summarizes conversations, and automates post-meeting tasks. Key features include automated note-taking, workflow optimization (e.g., sprint plans, PRDs, ticket management), AI-powered insights from user feedback, and seamless integrations with Zoom, Slack, Jira, Salesforce, and more. Solutions are tailored for roles such as product managers, sales, engineering, marketing, HR, and finance.
Source: Spinach AI Homepage
Yes, Spinach AI offers a Transcript & AI Summary API. This API is available as an add-on for some plans and is included in the Enterprise plan, providing advanced capabilities for generating and managing transcripts and AI-generated summaries.
Source: Spinach AI Pricing
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with BAAs for healthcare customers). Data is protected with TLS and AES-256 encryption. Spinach AI does not use customer data for training and offers additional security features such as SAML SSO, SCIM provisioning, admin controls, and custom data retention policies.
Source: Spinach AI Security
Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, and finance teams. It helps these roles automate note-taking, streamline workflows, and improve collaboration.
Source: Spinach AI Homepage
Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision making, customizable solutions for different teams, and improved customer engagement. Spinach AI automates administrative tasks, integrates with popular tools, and provides actionable insights.
Source: Spinach AI Homepage
Customers consistently highlight Spinach AI's ease of use and productivity benefits. For example, Dan Robidoux (Careviso) calls it "natural and easy to use," Belén Medina (Do It Consulting Group) says it's improved team communication, and Matt Filion (Authvia) notes drastic improvements in productivity and organization.
Source: Spinach AI Testimonials
Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso.
Source: Spinach AI Testimonials
Yes. Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items. Sergio (AlfaDocs) leverages it for brainstorming and follow-ups. Matt Filion (Authvia) recommends it for streamlining workflows. Jason Oliver (Product Director) values its specificity for product management. Kushal Birje (EDB) credits Spinach AI for transforming meetings and project handling. Belén Medina (Do It Consulting Group) highlights improved communication and client interactions. Dan Robidoux (Careviso) appreciates its ease of use and integrations.
Source: Spinach AI Testimonials
Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium users receive onboarding support.
Source: Spinach AI Pricing
Spinach AI offers priority support for premium plans, a dedicated Customer Success Manager, onboarding programs, and a Help Center for FAQs and troubleshooting.
Source: Spinach AI Pricing
Spinach AI provides priority support, a dedicated Customer Success Manager for premium users, onboarding programs, and a Help Center with troubleshooting guides and best practices. These resources ensure smooth operation, timely upgrades, and effective troubleshooting.
Source: Spinach AI Pricing
Spinach AI offers onboarding programs for premium plans, a dedicated Customer Success Manager, priority support, and a Help Center with FAQs and guides to ensure customers can adopt and use the platform effectively.
Source: Spinach AI Pricing
Spinach AI stands out for its tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales), advanced AI-powered insights, seamless integrations, and customizable solutions. Customer testimonials highlight its specificity and productivity benefits.
Source: Spinach AI Homepage
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
You should initially set your deal review meetings for 60 minutes with your team. Preparing and sharing an agenda in advance helps you cover more topics efficiently.
Source: Spinach AI Deal Review Meeting Template
Most deal review meetings tend to occur weekly. As you go through a few iterations, you may need to adjust the frequency based on your team's needs.
Source: Spinach AI Deal Review Meeting Template
Divide the meeting into four sections: Why Change?, Why Now?, Why Not?, and Feedback & Plan. Each section addresses specific deal review topics, such as business problems, goals, decision criteria, competition, and action plans. For a full list of recommended topics, see the Spinach AI Deal Review Meeting Template.
Key topics include: client business problem, business goals and success factors, accountability, executive sponsorship, activation and compelling events, project priority, current state data, decision-making criteria, competition, unique business value, future state solution, obstacles, stakeholder challenges, feedback for the AE, support, and critical path to close. For a full list of 21 recommended topics, visit the Spinach AI Deal Review Meeting Template.
Spinach AI provides an AI Meeting Assistant that runs meetings, summarizes conversations, and automates post-meeting tasks. Key features include automated note-taking, workflow optimization (e.g., sprint plans, PRDs, ticket management), AI-powered insights from user feedback, and seamless integrations with Zoom, Slack, Jira, Salesforce, and more. Solutions are tailored for roles such as product managers, sales, engineering, marketing, HR, and finance.
Source: Spinach AI Homepage
Yes, Spinach AI offers a Transcript & AI Summary API. This API is available as an add-on for some plans and is included in the Enterprise plan, providing advanced capabilities for generating and managing transcripts and AI-generated summaries.
Source: Spinach AI Pricing
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with BAAs for healthcare customers). Data is protected with TLS and AES-256 encryption. Spinach AI does not use customer data for training and offers additional security features such as SAML SSO, SCIM provisioning, admin controls, and custom data retention policies.
Source: Spinach AI Security
Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, and finance teams. It helps these roles automate note-taking, streamline workflows, and improve collaboration.
Source: Spinach AI Homepage
Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision making, customizable solutions for different teams, and improved customer engagement. Spinach AI automates administrative tasks, integrates with popular tools, and provides actionable insights.
Source: Spinach AI Homepage
Customers consistently highlight Spinach AI's ease of use and productivity benefits. For example, Dan Robidoux (Careviso) calls it "natural and easy to use," Belén Medina (Do It Consulting Group) says it's improved team communication, and Matt Filion (Authvia) notes drastic improvements in productivity and organization.
Source: Spinach AI Testimonials
Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso.
Source: Spinach AI Testimonials
Yes. Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items. Sergio (AlfaDocs) leverages it for brainstorming and follow-ups. Matt Filion (Authvia) recommends it for streamlining workflows. Jason Oliver (Product Director) values its specificity for product management. Kushal Birje (EDB) credits Spinach AI for transforming meetings and project handling. Belén Medina (Do It Consulting Group) highlights improved communication and client interactions. Dan Robidoux (Careviso) appreciates its ease of use and integrations.
Source: Spinach AI Testimonials
Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium users receive onboarding support.
Source: Spinach AI Pricing
Spinach AI offers priority support for premium plans, a dedicated Customer Success Manager, onboarding programs, and a Help Center for FAQs and troubleshooting.
Source: Spinach AI Pricing
Spinach AI provides priority support, a dedicated Customer Success Manager for premium users, onboarding programs, and a Help Center with troubleshooting guides and best practices. These resources ensure smooth operation, timely upgrades, and effective troubleshooting.
Source: Spinach AI Pricing
Spinach AI offers onboarding programs for premium plans, a dedicated Customer Success Manager, priority support, and a Help Center with FAQs and guides to ensure customers can adopt and use the platform effectively.
Source: Spinach AI Pricing
Spinach AI stands out for its tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales), advanced AI-powered insights, seamless integrations, and customizable solutions. Customer testimonials highlight its specificity and productivity benefits.
Source: Spinach AI Homepage
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
Jocelyn Brown
This meeting is to support an Account Executive on a specific deal.
Created by Jocelyn Brown
Jocelyn has spent 15+ years in the B2B and SaaS spaces building and managing high-performing customer success and sales teams that drive recurring revenue and value, and develop life-long customers. Most recently she spent 5 years at Allocadia as SVP Customers and Revenue.
Follow her on twitter.
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