> ## Documentation Index > Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Meeting Prep > Prepare for a client meeting with their profile, public research, latest results, and private notes in one place. **Meeting Prep**, in the advisor sidebar under **Capabilities**, is where you get ready for a client conversation: *"Prepare notes for a client meeting; private to your organisation."* Nothing here is ever visible to the client. ## The layout **Clients** is a browse-and-pick panel (the same one the dashboard uses) with **Connected**, **Workspaces** and **All** tabs, a search box, and a status badge on each client. **Manage clients** jumps to the Clients page, and picking a client sets it as the client you're working with across the app while keeping you on Meeting Prep. **New client** opens the same [Create New Client](/advisors/adding-clients) wizard used on the Clients page, so you can add a client without leaving Meeting Prep. Once you pick one, their **readiness profile**, the business details on file, fills the space beside it. Underneath sit the two halves of what is already known. **Company research** is what we found publicly about their business, grouped into **About**, **Products & services**, **Organisations**, **People**, **Metrics**, **Credentials**, **Digital presence**, **Social media**, and **Updates**, with **Data incomplete** and **Sources** folded away at the bottom. Its header tells you how current it is: **Researched \[date]** with an **Up-to-date** or **Expired** badge, or **Researching…** while it runs. A **Researcher confidence** gauge shows *"How certain the researcher was of what it recorded, out of 100."* With nothing on file yet you'll see **No company research yet**. **Latest Reports** is what has already been generated for them, split across **AI Readiness**, **Meeting Prep** and **All** tabs. Each row offers **See report**, which opens the report in a new tab, and **See submission details**, which opens what it was generated from in a side drawer; **See all reports** takes you to the Reports page. **Prep notes** starts with the type of meeting you are preparing for, because that decides what the brief researches. The composition guide beside the field shows what each type produces: when to choose it, the brief's mode, and a section-by-section depth bar (a full bar runs deep, a short bar stays brief, a struck section is not in that brief; hover a bar for its meaning). Then write your note in the field. ## Choosing the prep type Two types are available today: | Prep type | Use it when | What the brief gives you | | ------------------- | --------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Initial meeting** | There is no evaluation on file; a first intro, a referral, or a company you have never assessed. | The terrain: what they do, who they sell to, where AI could land, discovery questions, and a way to position the readiness assessment as the next step. | | **Market sync** | A recurring check-in with a client you already know; quarterly catch-ups, renewals, any meeting where what changed is the agenda. | Sector developments and competitor movements since you last spoke, plus a SWOT built from their profile against those competitors. | **Evaluation action report** and **Readiness review** appear in the tab strip marked **Soon**. They are not selectable yet; they arrive with the flows behind them. ## Writing the note Your note is not filed away and forgotten; it is handed to the brief alongside the client's profile and the company research. It is the one part that says *why* you are walking into the room, so be specific about who you are meeting, what you want to find out, and what a good outcome looks like. Notes are capped at **100 words**. A live counter sits under the field and **Record prep** stays disabled past the limit. The cap is deliberate: past a hundred words a note stops being your intent and starts being background the brief has to summarise back to you. Beside **Record prep** your firm's remaining prep allowance is stated as you work, for example **"3 of 15 preps left today."**, so you know what is left before you spend it rather than after. It is the same number as the one on [Plan & Usage](/accounts/plan-and-usage). **Insert template** drops a headed scaffold into the field for the selected prep type. It never overwrites what you have already typed; into an empty field it fills, and onto existing text it appends below. Switching prep type never touches your note either, so you can change your mind mid-sentence. ## Recorded prep **Recorded prep**, *"Private meeting-prep notes your organisation has recorded."*, lists every note your firm has saved: the client, the author, the note, and when it was recorded. It is a shared memory across your firm, anyone in your advisor organisation can see what was prepared last time. Meeting Prep works with connected clients and workspaces alike. For a pending client you can still select them and prepare, the Latest Reports panel simply shows what exists so far. Company research appears only once research has run for that client; there is nothing to trigger by hand. ## Related Acting in a client's context in Evaluations. The run records the prep panel opens.