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Intempt

Meeting Types Taxonomy

Establish a clean meeting-type catalog — Discovery, Demo, Proposal, Close, Onboarding, QBR, Renewal, Customer Success, Internal — so every downstream recipe (summaries, coaching, reporting) can target the right call type without ambiguity.

MeetingsB2BSaaSStandard6 steps2 outputs
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What it does

Use when a user mentions "meeting types taxonomy", "set up meeting type catalog", "sales meeting taxonomy", or asks for related help. Establish a clean meeting-type catalog — Discovery, Demo, Proposal, Close, Onboarding, QBR, Renewal, Customer Success, Internal — so every downstream recipe (summaries, coaching, reporting) can target the right call type without ambiguity.

You get

meeting_type_inventory

Meeting Type Inventory produced by this recipe.

Meeting Type

Meeting Type produced by this recipe.

How it works

1

Audit Existing Types

list_meeting_types

List current meeting types in the project. For each existing type, classify: KEEP (clearly defined, distinct purpose, sufficient volume to justify), MERGE (overlaps with another type — e.g.

Produces:meeting_type_inventory
2

Create Discovery Type

create_meeting_type

Create or update the

Produces:Meeting Type
3

Create Demo Type

create_meeting_type

Create or update the

Produces:Meeting Type
4

Create Proposal Type

create_meeting_type

Create or update the

Produces:Meeting Type
5

Create Renewal Type

create_meeting_type

Create or update the

Produces:Meeting Type
6

Create Customer Success Type

create_meeting_type

Create or update the

Produces:Meeting Type

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Meeting Types Taxonomy | Intempt Recipe