Appointment Prep
A one-page prep sheet on one shopper, written so a salesperson can read it on the way to the door.
Version 1.0 · Aug 28, 2026
The problem
Doing research for an appointment takes time that salespeople don't always have. The history is spread across CRM notes, website visits and inventory, and nobody has time to pull it together between ups. Appointment Prep puts it on one page and tells you what to do before the customer arrives.
What you get back
When, what for, who booked it, and how you may contact them.
The car, price and stock number. If it's sold, that comes first, in bold.
The cars they browsed, and whether they differ from the one on the lead.
The last thing each side said and anything left hanging.
Only figures the customer stated, labeled as theirs.
Follow-ups with a channel and a deadline, most urgent first.
Three things to have ready.
Anything that changes what you do, like a cancelled appointment or a time that doesn't match the messages.
How it works
It finds your store and the shopper. An email or phone number works best. It can also pick an upcoming appointment for you.
It pulls their messages, website visits and vehicles in one go.
It checks whether the car is still in stock and finds alternatives if not.
It checks how you may contact them, decides what has to happen before they arrive, and writes the page.
Example output
Jane Sample, Thursday 2:00 PM with Sam Carter
- What they asked for
- 2025 CR-V Hybrid Sport, stock H5521, $36,450. In stock.
- Where it stands
- She asked for a trade estimate on 9/20. Nobody answered.
- Before they arrive
- Text her by noon with the trade estimate and confirm 2 PM.
Try this first
Pick an appointment for this afternoon at [your store] and prep me.
Claude picks an upcoming appointment, says who and why, then gives a one-page sheet. It asks a question only if it can't find the store or the shopper.
More questions to ask
- Prep me for my 2 o'clock with [email protected]
- Pull up this customer: 555-010-0101
Good to know
- An email or phone number finds the shopper more reliably than a name.
- One shopper at a time. Not for store-wide reports.
- The sheet includes things the customer told you in confidence. Keep it inside the store.
- It never makes up a price, payment or trade figure.
Test before you rely on it
Try it on a customer you know well and check what it gets right.
Version history
What's new in v1.0: First release.
| Version | Released | What's new |
|---|---|---|
| v1.0 | Aug 28, 2026 | First release. |