Sales · Find & Prepare
Every call starts with a strategy brief
Account history, stakeholder context, recent email threads, and likely objections are assembled into a pre-call brief delivered to your inbox so reps show up prepared and deliberate.
Works acrossGoogle CalendarSalesforceGmail
What you get.
A one-page account brief (deal history, stakeholder map, recent email threads, and recommended talking points) lands in your inbox before every external call. Doe pulls it together from your CRM and email so your reps walk in knowing the full story, not scrambling through tabs.
You're scrambling through tabs 2 minutes before the call.
The calendar notification pops up. You have two minutes before the call with Acme Corp. You open Salesforce. The last note is from your colleague who left the company three months ago. You switch to Gmail to find the last email thread but there are dozens of threads across different people at the account. You're still scanning subject lines when the Zoom ding goes off.
So you wing it. You ask questions they've already answered. You miss the objection they raised last time. You don't know that their VP of Engineering (the one who was blocking the deal) left the company two weeks ago. That's actually great news for you, but you don't find out until after the call when you finally read the notes.
What changes.
- 01Prep time per meetingBefore · Scrambling across multiple toolsWith Doe · Quick scan of a ready-made brief
- 02Deal context retentionBefore · Whatever you remember or can find quicklyWith Doe · Full history: all calls, emails, and stakeholders
- 03Objection readinessBefore · Surprised by repeated concernsWith Doe · Previous objections highlighted with context
- 04First impression on prospectsBefore · "Let me pull up your account..."With Doe · "Last time you mentioned your Q3 initiative..."
Meeting brief delivered 10 minutes before every call
- 01Matches upcoming meeting attendees to CRM contactsGoogle CalendarAttendees tied to the right opportunity and account before anything else runs
- 02Pulls full deal history, stage progression, and stakeholder mapSalesforceDoe gathered every logged activity, synced call notes, open tasks, and the current stakeholder map for the account
- 03Scans recent email threads for unanswered questions and commitmentsGmailDoe surfaced two unanswered questions and a pricing commitment made over email last week
- 04Assembles a one-page brief with talking points and risksDoeDoe created a brief with deal summary, stakeholder map, recommended talking points, and risks to address head-on
- 05Delivers the brief to your inbox 10 minutes before the callGmailDoe sent the brief with quick-access CRM links so you walk in prepared
- 06Recurring10 minutes before each scheduled meetingYour calendar is monitored for upcoming meetings with contacts in your CRM. Before each call, a full brief is compiled from your CRM and recent email threads, then delivered to your inbox. No tab-switching needed. Meeting brief delivered via email.
Up and running in under ten minutes.
- 01Connect your toolsOne-click OAuth for each integration. No API keys, no engineering.
- 02Describe what you need“Ten minutes before each external call, send me a one-pager with the deal history, last three email threads, open support tickets, and a stakeholder map showing who we have talked to and who we have not.”
- 03It runs on scheduleDelivers a one-page brief to your inbox 10 minutes before each external call.
Before you delegate.
- 01How does Doe know which meetings need a brief?Your calendar is monitored and attendees are cross-referenced with your CRM. Any meeting with a contact that matches an open opportunity gets a brief. You can also include or exclude specific meeting types (e.g., skip internal meetings, always prep for discovery calls).
- 02What if the CRM data for this deal is sparse?The brief works with whatever data exists. If CRM notes are thin, it leans more heavily on email threads and any synced activity data. Gaps are also flagged ("No recent activity found for this account") so you know where your blind spots are before the meeting.
- 03Can I customize what goes into the brief?Yes. You define the brief template: which sections to include, how much detail, and what format. Some reps want a 3-bullet summary. Others want a full page with stakeholder bios. You configure it once and every brief follows your format.
- 04Does this work for meetings with new prospects?Yes. For new prospects, Doe researches the company (recent news, funding, leadership changes), the contact's role and background, and identifies relevant talking points for your product. The brief is shorter than one for an existing opportunity, but you still walk in informed about their business instead of cold.
- 05Can the brief include competitive intelligence?Yes. Doe pulls any competitor mentions from CRM notes, call summaries synced to Salesforce, and email threads. If the prospect mentioned evaluating Competitor X in a previous conversation, that shows up prominently in the brief so you can address it before they bring it up.