In this Office Hours session, Steve Drost and Will Kaplan from the Quivr team tackle a common challenge: what to do when clients don’t provide requested documents before a meeting.

You’ll learn:

✨ The difference between “must-have” vs. “nice-to-have” prep items

✨ Practical ways to keep meetings moving forward, even without all the docs

✨ How to use agendas, tasks, and notes to avoid things slipping through the cracks

✨ Tips for balancing process with the reality of working with people

✨ Why sometimes it’s okay (and necessary) to deviate from the workflow

Whether you’re a Quivr user or just looking for better meeting prep strategies, this episode will help you run smoother, more efficient meetings.