Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Board pre-reads written the night before are how decisions get rushed. Revo starts the draft 48 hours out so the meeting builds on real prep.
What's in the pre-read
KPI dashboard with trends, narrative on this period, prior-decision follow-up, decisions the board needs to make, asks for the board.
What you bring
Strategic positioning, the storytelling. Revo handles the structure and the data; you handle the message.
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Pull the metrics
From dashboard, CRM, accounting. with trends across the period.
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Aggregate team inputs
Notion submissions from leads, recent OKR check-ins, customer wins.
- 3
Draft the deck
Slide structure matching prior decks. fill the data; you bring the narrative.
Related actions
More tasks Revo can take off your plate.
Draft a retainer or fee agreement update without re-keying terms
When scope creeps or the matter shifts, Revo pulls the change from the client thread and drafts the retainer update with the new terms inline.
Draft a cease and desist from a client's complaint email
Revo turns the client's complaint into a cease and desist letter with the right legal basis, the demand, and the deadline. firm-tone, partner-ready.
Draft the engagement letter the moment a consult ends
Revo turns the consult notes into a draft engagement letter. matter scope, fee structure, conflicts language. ready before the prospect leaves the office.
Draft the newsletter or client update from the week's wins
Revo pulls the week's wins, highlights, and shipped work into a draft newsletter. founder voice, ready to schedule.
Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
Review and approve a team output (spec, PRD, proposal, post)
Revo reads the draft against priors and your team's standards, surfaces the questions worth your time, and lets you approve in one click.
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