# Board Prep Pack for B2B CEOs and CFOs | Rippit

> Show your board where the market is going, and why you'll win. Board Prep Pack is an AI agent for CEOs and CFOs at B2B companies.

Canonical: https://www.rippit.com/use-cases/board-prep-pack-b2b

**B2B**Executive agent for the CEO and CFO

# Board Prep Pack

Show your board where the market is going, and why you'll win.

This agent tracks the market and technology shifts reshaping your category, from AI-native competitors to how buyers evaluate software, and checks each one against what your customers say and do. It writes the board narrative: where you're well positioned, where you're exposed and what to focus on, with real quotes and the hard questions your board is likely to ask.

[Try Rippit free](https://app.rippit.com/signup)

[or request demo](https://www.rippit.com/request-demo)

The problem

## Claude can write the board narrative. It can’t remember the last ten months

49%

**of private-company directors name assessing market trends, customer expectations and competitors as a top planning challenge for management.**

Only **27%** are satisfied with their board's understanding of how GenAI could affect the business model and strategy.

Source: KPMG Board Leadership Center, 2025 Private Company Board Survey (274 U.S. private-company directors, March–June 2025)

How it works

## Market shifts, where you stand, and what to focus on

Three steps. It maps the market and technology shifts in your category, checks each one against what customers are saying and doing, and writes the narrative with a source behind every point.

Ingest

### Your market and your customers, side by side

**Market research**

**Competitor moves**

**Help desk**

**Sales + CS calls**

**CRM + billing**

**Anything else**

Analyze

### Where you’re positioned well, and where you’re exposed

**One row per market shift**Agent adding fields…

| Market shift | Evidence | Focus |
| --- | --- | --- |
| **AI agents replacing seats** | **412 conversations** | Test outcome-based pricing in Q1 |
| **AI-native competitors** | **86 deal mentions** | Hold enterprise, rethink the SMB plan |
| **Vendor consolidation** | **264 conversations** | Lead with integrations at renewal |

**5 market shifts mapped** · 1 where you’re exposed

Act

### A board narrative you can defend, point by point

**Board narrative**Google Docs or Notion

**5 market shifts**, where you stand on each and what to focus on.

Draft saved

**Board Q&A**Email to the CEO and CFO

**“What's your AI moat?”** and 5 more, each with a draft answer.

Answers prepped

**\+ Any connected MCP**

Pull the latest numbers from your BI tool, or brief your leadership team before the meeting.

[See MCP connections →](https://www.rippit.com/integrations/docs/real-time)

FAQ

## Questions

### What sources can it use?

Web research on your category and competitors, support conversations, sales and CS calls and Slack threads through Rippit’s integrations, and your CRM, billing and usage data through your warehouse, the Ingest API or a CSV. [See integrations →](https://www.rippit.com/integrations)

### Which market and technology shifts does it track?

The ones reshaping your category, like AI agents changing how software is bought, AI-native competitors and vendor consolidation. You can add the ones your board cares about most.

### How does it know if we're well positioned?

It checks each shift against your strategy and what customers are saying and doing, from deals won and lost to renewals, and flags where you're strong, where you're exposed and what to focus on.

### Will it prep us for what the board will ask?

Yes. It anticipates where your board will dig in, like how AI changes your market or why a competitor won't undercut you, and drafts an answer for each with the evidence behind it.

### Where do the results go?

The narrative goes to a Google Doc or Notion page, and a summary goes to Slack, email or any tool you connect through MCP. It refreshes weekly, so it is current whenever your board meets. [See MCP connections →](https://www.rippit.com/integrations/docs/real-time)

## Walk into your next board meeting with a point of view

Connect your sources, and get your first board narrative: the market shifts, where you stand and what to focus on.

[Try Rippit free](https://app.rippit.com/signup)

[or request demo](https://www.rippit.com/request-demo)

## Getting started from an AI agent

There are two ways to connect. Either works.

- MCP server: `https://mcp.rippit.com/mcp` (Streamable HTTP, OAuth). The person signs in or signs up in the browser that opens. No client ID, secret or API key is needed.
- CLI: install with `curl -fsSL https://rippit.sh | sh`, then get an account one of two ways:
  - `rippit login`: the person signs in or signs up in a browser.
  - `rippit start`: creates a temporary account with no email or browser, for a person with no Rippit account. `rippit claim --wait` lets them keep it; an unclaimed account is deleted after 14 days.

Then bring in data: connect a provider such as Zendesk, Intercom, Gong or Salesforce, or upload a CSV.

Full steps: https://www.rippit.com/setup.md