Get ready for any sales meeting in minutes. Works standalone with just a company name, supercharged when you connect CRM, email, calendar, and transcript tools. Trigger with "prep me for my call with [company]", "get me ready for [meeting]", "meeting prep", or "prep for [company]".
Get ready for any sales meeting in minutes. Combines account research, relationship context, and meeting-type-specific preparation into one actionable brief.
Standalone Mode: Provide company name, meeting type, and attendees. Web research fills in the context.
Supercharged Mode: Connect CRM, email, chat, calendar, or transcript tools for automatic context pulling.
Company overview, deal stage, key metrics, relationship status.
For each attendee: name, title, background, LinkedIn, prior interactions, talking points.
Timeline of recent touches, open commitments, unresolved items.
Company announcements relevant to the conversation, with talking points.
Tailored to meeting type with time allocations:
Discovery Call: Rapport building, situation questions, pain exploration, impact assessment, next steps.
Demo: Recap priorities, tailored walkthrough, specific use cases, Q&A, next steps.
Negotiation: Value recap, address concerns, terms discussion, mutual action plan.
Check-in: Review progress, gather feedback, identify expansion, plan next steps.
Targeted questions to fill gaps in understanding, organized by topic.
Common objections for this stage and account, with recommended responses.
Competitive intelligence, pricing guidance, relevant case studies.