Static checklists don't account for the unique context of each Upsell Conversation. Brief+ connects to your calendar and tools to build a checklist that actually makes sense for who you're meeting.
This is not a static document. It is a dynamic system that pulls real data about your specific meeting to populate the checklist items.
Yes, Brief+ analyzes the specific attendees and agenda to tailor the checklist items accordingly.
Yes, you can customize the base template to include your organization's specific requirements.