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How to never walk into a customer meeting unprepared | Fix My Workflow

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How to never walk into a customer meeting unprepared | Fix My Workflow

Struggling to prepare for meetings that actually land?

In this episode of Fix My Workflow, Mateo Valdez and Christophe Pereira walk through a smarter way to prepare for customer conversations using AI.

You’ll learn how to:
• Build a strong point of view
• Research faster with AI
• Turn insights into talking points
• Practice conversations with AI

This episode helps you go from surface-level prep to confident, insight-driven conversations.

00:00 Intro
00:39 Meet Christophe Pereira
01:30 Why meetings fall flat
02:01 Building a point of view
04:49 Using AI for research
06:06 Turning research into insights
07:43 Preparing for conversations
09:05 CTRL+ALT+Delight

Fix My Workflow is a sales skills show hosted by Mateo Valdez, an Account Executive at Microsoft, where real sellers submit real workflow challenges — and Microsoft experts work through them live. Each episode features a candid, desk-level conversation with a seasoned Microsoft sales or technical professional who breaks down exactly how they use AI and Microsoft Copilot to solve a specific problem in their day-to-day sales workflow.

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Date: June 12, 2026