AV PROJECT PLANNING
AV PROJECT PLANNING
Start every AV project with shared context
Start every AV project with shared context
Start every AV project with shared context
AV PROJECT PLANNING
AV PROJECT PLANNING
Why this call matters
Why this call matters
The internal planning call turns a sold AV project into coordinated work. Missing context at handoff can create scope gaps, delays, and rework.
The internal planning call turns a sold AV project into coordinated work. Missing context at handoff can create scope gaps, delays, and rework.
BEFORE THE CALL
Review discovery notes, scope, drawings, estimates, equipment, site details, and customer commitments before the team meets.
DURING THE CALL
Sales explains customer intent, engineering validates requirements, and project management confirms delivery dependencies.
AFTER THE CALL
Document scope clarifications, design tasks, procurement needs, project risks, owners, and target dates.
AV PROJECT PLANNING
AV PROJECT PLANNING
Where AV planning calls get stuck
Where AV planning calls get stuck
Where AV planning calls get stuck
Where AV planning calls get stuck
The call slows down when sales intent, technical requirements, project documents, and delivery responsibilities do not match.
The call slows down when sales intent, technical requirements, project documents, and delivery responsibilities do not match.
The team discusses gaps, risks, and alternatives but does not clearly record the decision, owner, deadline, or required approval.
Site conditions, network access, power, pathways, lead times, construction dates, or third-party responsibilities remain unknown.
Sales knows what the customer expects, but engineering and project management may only see a proposal or partial meeting notes.
The statement of work, estimate, equipment list, and drawings contain different assumptions or levels of detail.
How Fibi helps
How Fibi helps
How Fibi helps
Fibi supports the internal planning workflow, from restoring project context to resolving questions and capturing an owned delivery plan.
Fibi supports the internal planning workflow, from restoring project context to resolving questions and capturing an owned delivery plan.
After the call, Fibi organizes scope decisions, open questions, dependencies, owners, and deadlines into a shared team recap.
Fibi finds relevant details across approved project documents and answers aloud while showing the supporting sources.
Before the call, Fibi reviews sales discussions, scope, drawings, estimates, and project files so every team member starts informed.
During the call, Fibi links customer expectations and sales commitments with engineering needs and delivery dependencies




































AV PROJECT PLANNING
AV PROJECT PLANNING
What to connect
What to connect
Connect approved sales, engineering, and delivery sources so Fibi can prepare the team, answer accurately, and capture the right outcome.
Connect approved sales, engineering, and delivery sources so Fibi can prepare the team, answer accurately, and capture the right outcome.
Connect approved sales, engineering, and delivery sources so Fibi can prepare the team, answer accurately, and capture the right outcome.
Proposal and statement of work
Proposal and statement of work
Confirm deliverables, exclusions, assumptions, pricing boundaries, responsibilities, acceptance criteria, and promised outcomes.
Confirm deliverables, exclusions, assumptions, pricing boundaries, responsibilities, acceptance criteria, and promised outcomes.
Drawings and design documents
Drawings and design documents
Reference floor plans, reflected ceiling plans, elevations, signal flow, rack layouts, schematics, and design revisions.
Reference floor plans, reflected ceiling plans, elevations, signal flow, rack layouts, schematics, and design revisions.
Equipment lists and estimates
Equipment lists and estimates
Review device selections, quantities, pricing, compatibility, approved alternatives, availability, and known lead times.
Review device selections, quantities, pricing, compatibility, approved alternatives, availability, and known lead times.
Site surveys and field information
Site surveys and field information
Check room dimensions, photos, acoustics, lighting, power, pathways, furniture, access, and installation conditions.
Check room dimensions, photos, acoustics, lighting, power, pathways, furniture, access, and installation conditions.
IT and network requirements
IT and network requirements
Confirm collaboration platforms, security policies, VLANs, bandwidth, device management, accounts, and remote access.
Confirm collaboration platforms, security policies, VLANs, bandwidth, device management, accounts, and remote access.
Project schedule and milestones
Project schedule and milestones
Review design approvals, procurement dates, site readiness, installation windows, testing, training, and handover timing.
Review design approvals, procurement dates, site readiness, installation windows, testing, training, and handover timing.
Project checklist
Project checklist
Confirm required scope reviews, design inputs, procurement checks, site readiness, project risks, approvals, and handoffs.
Confirm required scope reviews, design inputs, procurement checks, site readiness, project risks, approvals, and handoffs.
SLAs and support commitments
SLAs and support commitments
Confirm response times, warranty coverage, maintenance responsibilities, escalation paths, and post-installation support.
Confirm response times, warranty coverage, maintenance responsibilities, escalation paths, and post-installation support.
Keep internal margins, restricted commercial notes, and unapproved technical assumptions outside Fibi’s connected sources.
Keep internal margins, restricted commercial notes, and unapproved technical assumptions outside Fibi’s connected sources.
Keep internal margins, restricted commercial notes, and unapproved technical assumptions outside Fibi’s connected sources.
View

Andrew
Fibi Advisor
Joined as AI meeting assistant
Listening
Fibi Discovery
Joined as AI meeting assistant
Listening
Fibi Sales
Joined as AI meeting assistant
Listening
Fibi Planning
Joined as AI meeting assistant
Listening
Fibi Onboarding
Joined as AI meeting assistant
Listening
Fibi Research
Joined as AI meeting assistant
Listening
Fibi Advisor
Joined as AI meeting assistant
Listening
Fibi Discovery
Joined as AI meeting assistant
Listening
Fibi Sales
Joined as AI meeting assistant
Listening
Fibi Planning
Joined as AI meeting assistant
Listening
Fibi Onboarding
Joined as AI meeting assistant
Listening
Fibi Research
Joined as AI meeting assistant
Listening
Fibi Advisor
Joined as AI meeting assistant
Listening
Fibi Discovery
Joined as AI meeting assistant
Listening
Fibi Sales
Joined as AI meeting assistant
Listening
Fibi Planning
Joined as AI meeting assistant
Listening
Fibi Onboarding
Joined as AI meeting assistant
Listening
Fibi Research
Joined as AI meeting assistant
Listening
Fibi Advisor
Joined as AI meeting assistant
Listening
Fibi Discovery
Joined as AI meeting assistant
Listening
Fibi Sales
Joined as AI meeting assistant
Listening
Fibi Planning
Joined as AI meeting assistant
Listening
Fibi Onboarding
Joined as AI meeting assistant
Listening
Fibi Research
Joined as AI meeting assistant
Listening

Matthew
AV PROJECT PLANNING
AV PROJECT PLANNING
When to say
When to say
When to say
Bring Fibi in when the team needs to recover customer context, compare project documents, validate a dependency, or confirm ownership.
Bring Fibi in when the team needs to recover customer context, compare project documents, validate a dependency, or confirm ownership.
Bring Fibi in when the team needs to recover customer context, compare project documents, validate a dependency, or confirm ownership.
Engineering needs context behind a sales commitment
Engineering needs context behind a sales commitment
The scope and equipment list do not match
The scope and equipment list do not match
A missing site detail may affect the design
A missing site detail may affect the design
A dependency may affect the schedule
A dependency may affect the schedule
The team needs a shared decision recap
The team needs a shared decision recap
Ask one focused question at a time. Name the room, document, requirement, or project phase when the context is not already clear.
Ask one focused question at a time. Name the room, document, requirement, or project phase when the context is not already clear.
Use questions that help sales, engineering, and project management resolve gaps and leave with an executable plan.
Use questions that help sales, engineering, and project management resolve gaps and leave with an executable plan.
James

Charlotte
Host
“Hey Fibi, compare the scope, equipment list, and latest drawings. Which details conflict or still need validation?”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Host
“Hey Fibi, compare the scope, equipment list, and latest drawings. Which details conflict or still need validation?”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Host
“Hey Fibi, compare the scope, equipment list, and latest drawings. Which details conflict or still need validation?”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Use this when the team needs to resolve inconsistent assumptions before design, procurement, or installation proceeds.
Use this when the team needs to resolve inconsistent assumptions before design, procurement, or installation proceeds.
James

Olivia
Host
“Hey Fibi, what did we decide in our last AV project planning meeting, and which questions or actions were left open?”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Host
“Hey Fibi, what did we decide in our last AV project planning meeting, and which questions or actions were left open?”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Host
“Hey Fibi, what did we decide in our last AV project planning meeting, and which questions or actions were left open?”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Use this when the team needs to recover recent decisions, unresolved risks, or commitments before continuing the plan.
Use this when the team needs to recover recent decisions, unresolved risks, or commitments before continuing the plan.
James

William
Host
“Hey Fibi, summarize today’s decisions, project risks, open questions, tasks, owners, and target dates.”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Host
“Hey Fibi, summarize today’s decisions, project risks, open questions, tasks, owners, and target dates.”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Host
“Hey Fibi, summarize today’s decisions, project risks, open questions, tasks, owners, and target dates.”
Host
Hey Fibi, pull up the priorities and next steps from our last planning meeting.
Host
Hey Fibi, compare the current forecast with last quarter’s and explain the biggest changes.
Host
Hey Fibi, what do the latest site report and change log say about schedule impact and approval status?
Host
Hey Fibi, compare the two options against the priorities in the strategic plan.
Use this before the call ends so every internal team member leaves with the same interpretation and responsibilities.
Use this before the call ends so every internal team member leaves with the same interpretation and responsibilities.
AV PROJECT PLANNING
AV PROJECT PLANNING
Turn team alignment into a clear project plan
Turn team alignment into a clear project plan
Turn team alignment into a clear project plan
Turn team alignment into a clear project plan
app.heyfibi.com

app.heyfibi.com

After the meeting, Fibi compiles the internal planning call into a clear recap with key facts, action items, AI insights, and coaching tips.
After the meeting, Fibi compiles the internal planning call into a clear recap with key facts, action items, AI insights, and coaching tips.
Fibi summarizes customer requirements, sold scope, design decisions, delivery constraints, risks, and open questions.
Fibi summarizes customer requirements, sold scope, design decisions, delivery constraints, risks, and open questions.
Fibi records design tasks, document updates, procurement checks, internal commitments, owners, dependencies, and due dates.
Fibi records design tasks, document updates, procurement checks, internal commitments, owners, dependencies, and due dates.
Fibi surfaces conflicting assumptions, missing inputs, scope gaps, schedule threats, and decisions that still need validation.
Fibi surfaces conflicting assumptions, missing inputs, scope gaps, schedule threats, and decisions that still need validation.
Fibi highlights missed questions, unclear handoffs, and topics sales, engineering, or project management should revisit.
Fibi highlights missed questions, unclear handoffs, and topics sales, engineering, or project management should revisit.
FIBI PLANNING
FIBI PLANNING
Align your AV team before delivery begins
Align your AV team before delivery begins
Keep sales, engineering, and project management aligned around trusted project context, clear decisions, risks, owners, and next steps.
Keep sales, engineering, and project management aligned around trusted project context, clear decisions, risks, owners, and next steps.
Free plan to try out
No credit card required

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer
Trusted by 2,000+ professionals
Trusted by 2,000+ professionals
Bring the right knowledge into every meeting and answer important questions without promising another follow-up.
When the buyer challenged our pricing, Fibi pulled the approved options and supporting case study into the call. We answered immediately and kept the deal moving.
Account Manager, SaaS Company
A client questioned our recommendation, so we asked Fibi to compare the options against the engagement documents. It surfaced the trade-offs clearly, with sources, while everyone was still in the room.
Senior Consultant, Management Consulting
During employee training, Fibi answered process questions from our SOPs and policy documents. Our trainer stayed focused, and every new hire received the same approved guidance.
Learning and Development Manager, Manufacturing
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
120 mins / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Schedule Fibi joining
Calendar integration — auto-detect meetings
Pre-meeting briefing
Post-meeting analysis & AI insights
Notion integration
900 meeting mins / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Fibi past meeting referencing
AI coaching & tips
Customer and Participants intelligence
Ask Fibi
Up to 5 Fibi agents
1500 meeting mins / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Performance insights
All Fibi agents
Meeting and team analytics
Advanced Fibi configuration
Team analytics — member usage & activity
2400 meeting mins / month · 120 mins meeting duration
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
120 mins / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Schedule Fibi joining
Calendar integration — auto-detect meetings
Pre-meeting briefing
Post-meeting analysis & AI insights
Notion integration
900 meeting mins / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Fibi past meeting referencing
AI coaching & tips
Customer and Participants intelligence
Ask Fibi
Up to 5 Fibi agents
1500 meeting mins / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Performance insights
All Fibi agents
Meeting and team analytics
Advanced Fibi configuration
Team analytics — member usage & activity
2400 meeting mins / month · 120 mins meeting duration
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
120 mins / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Schedule Fibi joining
Calendar integration — auto-detect meetings
Pre-meeting briefing
Post-meeting analysis & AI insights
Notion integration
900 meeting mins / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Fibi past meeting referencing
AI coaching & tips
Customer and Participants intelligence
Ask Fibi
Up to 5 Fibi agents
1500 meeting mins / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Performance insights
All Fibi agents
Meeting and team analytics
Advanced Fibi configuration
Team analytics — member usage & activity
2400 meeting mins / month · 120 mins meeting duration
Need more seats or custom terms?