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Intempt

Give every meeting a type so downstream automation actually works

Coaching, summaries, and reporting recipes all need to know what kind of call they're looking at. This establishes one clean meeting-type catalog, Discovery, Demo, Proposal, Close, Onboarding, QBR, Renewal, Customer Success, Internal, so nothing downstream has to guess.

Salesmeeting-notetakerB2BSaaSStandard6 steps2 outputs
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Meeting Type Inventory Meeting Type
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What it does

Establishes a clean, standardized meeting-type catalog so every downstream recipe (summaries, coaching, reporting) can target the right call type without ambiguity.

You get

a standardized meeting-type taxonomy

How it works

1

Audit the types you have

list_meeting_types

Each existing meeting type marked keep, merge, retire or rename, based on whether it has a distinct purpose and real booking volume.

Produces:Meeting Type Inventory
2

Create the Discovery type

create_meeting_type

30 minutes, offered to prospects who have not seen a demo. The notetaker joins by default. The call is complete once champion, pain, current tool, timeline and budget signal are captured.

Produces:Meeting Type
3

Create the Demo type

create_meeting_type

45 minutes, offered after discovery. The notetaker joins by default. The call is complete once features shown, technical questions, objections and the next step are logged.

Produces:Meeting Type
4

Create the Proposal type

create_meeting_type

30 minutes, offered at proposal stage. The notetaker joins by default. The call is complete once pricing, contract questions, decision-maker presence and expected close date are confirmed.

Produces:Meeting Type
5

Create the Renewal type

create_meeting_type

30 minutes, offered to customers within 90 days of contract end. The notetaker joins by default. The call is complete once usage health, stakeholders, expansion or contraction signals and contract terms are covered.

Produces:Meeting Type
6

Create the Check-in type

create_meeting_type

30 minutes for existing customers, reachable from the in-app help center. The notetaker joins by default. The call is complete once usage, blockers and expansion opportunities are noted.

Produces:Meeting Type

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In the words of50+ live tenants.

Jim Stromberg, CEO at StockInvest

“We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.”

Jim Stromberg

CEO, StockInvest

Eric Gardner, COO at FieldsUSA

“Intempt helped us turn real browsing and purchase signals into personalized experiences that drive repeat buying. We finally have one system that sees the whole customer journey.”

Eric Gardner

COO, FieldsUSA

Tadas Kertenis, Co-founder at Hoperfy

“With Intempt, we built a signal-led pipeline driven by real behaviors. Follow-ups are triggered by intent signals instead of timelines, so we only focus on users who are truly engaging.”

Tadas Kertenis

Co-founder, Hoperfy

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