What Changed in the Prep

I used to walk into client meetings having done everything myself. Full agenda, notes written out in advance, talking points ready so I could move through the material efficiently and get to the next thing. That was the professional standard. Show up prepared, cover the ground, keep things moving.

How prepared I am hasn’t changed whatsoever. What’s changed is what that preparation looks like, and what it frees me up to do once I’m actually in the room. That’s AI as a collaborator that changes what your work is.

The mechanical layers of meeting prep: consolidating notes from the last conversation, synthesizing a messy set of research into a usable summary, drafting a first pass at a framework, it used to eat all the hours right before a meeting. It was necessary, but it wasn’t where the value was. Nobody walks out of a client relationship remembering how clean your bullet points were. I use AI to handle that layer now: pulling together meeting summaries, tracking action items, building the first draft of a framework. I’ll refine myself. My judgment isn’t spent formatting.

What shows up differently in the room is presence. I’m not mentally tracking whether I’ve hit every item on the agenda while someone is talking. I’m not shuffling papers to find the right page. I’m listening, actually listening, which means I’m asking better follow-up questions, and I’m catching things in a conversation that I would have missed before, because I wasn’t splitting my attention between the person in front of me and my own materials.

What It Means for AI Adoption

That’s the part worth paying attention to. The gain isn’t efficiency for its own sake. It’s that offloading the mechanical layer gives the human layer more room to actually happen. And the human layer: reading a room, noticing what wasn’t said, adjusting on the fly, is the part of client work that was never going to be automated anyway. It’s the part that actually matters to the person across the table.

This is a small example, but it reflects a pattern we see everywhere AI gets adopted well: it works best not when it replaces judgment, but when it clears the space for judgment to actually get used.

The people who get real value out of AI this way tend to be careful about the same few things, even if they’d never write it down as a framework. They’re disciplined about what they hand off. Synthesis, summarization, first drafts, anything genuinely mechanical, and they don’t ask AI to make the judgment call itself. The moment that line blurs, the collaboration stops working the way it’s supposed to. They’re also honest with themselves about what the offloading is actually for. It isn’t to prepare faster so they can cram in more. It’s to walk into the room with more attention available. If the meeting still feels the same once you’re sitting in it, nothing has actually changed. And the habit only sticks once AI is treated as something that hands off at the right moment, not something that has to be double-checked line by line. That trust builds the same way it does with any working relationship: gradually, and only where it’s actually earned.

None of this required a new platform or a formal AI strategy. It required noticing where the mechanical work was crowding out the human work, and being deliberate about which one AI should be doing. That’s a smaller shift than most organizations expect AI adoption to require, and it’s often the one that changes the most day to day.

If you’re further along in an AI rollout and still not seeing this kind of shift, it’s worth asking whether AI has actually been handed the mechanical layer, or just added on top of it. That’s usually where the real difference sits.

— Jessisca Boucher

Vice President of ERP Delivery, Vervint

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