Prepare for B2B sales calls and meetings. Research the prospect, generate talking points, anticipate objections, and build a meeting agenda. Use when the user has a sales call, discovery meeting, demo, or prospect conversation coming up.
Prepare for B2B sales meetings in minutes. Research the prospect, build talking points, anticipate objections, and create a structured agenda. Walk into every call with an edge.
Quick reference card for the meeting:
| Field | Details |
|---|---|
| Company | Name, what they do, size, industry |
| Person(s) | Name, title, role in buying process |
| Current situation | What they use today for the problem you solve |
| Why they took the meeting | The trigger — what made them say yes |
| Key context | Recent news, funding, hiring, leadership changes |
If a lead-researcher brief exists, pull from it. If not, do quick research.
Adapt based on meeting type and length:
Discovery Call (30 min)
| Time | Activity | Purpose |
|---|---|---|
| 0-3 min | Rapport + context setting | "Thanks for making time. I'd love to understand your situation and see if there's a fit." |
| 3-15 min | Discovery questions | Understand their problem, current process, and what they've tried |
| 15-22 min | Tailored positioning | Connect your product to their specific situation |
| 22-27 min | Q&A | Let them ask questions |
| 27-30 min | Next steps | Agree on specific follow-up action and timeline |
Demo (45 min)
| Time | Activity | Purpose |
|---|---|---|
| 0-5 min | Recap and confirm priorities | "Last time you mentioned X and Y. Still the top priorities?" |
| 5-10 min | Brief context on approach | Frame the demo around their problem, not your features |
| 10-35 min | Demo (their use case) | Show the product solving their specific problem |
| 35-42 min | Q&A and objection handling | Address concerns directly |
| 42-45 min | Next steps | Who else needs to see this? What's the decision process? |
Follow-up / Negotiation (30 min)
| Time | Activity | Purpose |
|---|---|---|
| 0-3 min | Status check | Where are they in their process? |
| 3-15 min | Address open items | Objections, questions, requirements from last meeting |
| 15-25 min | Commercial discussion | Pricing, timeline, implementation, terms |
| 25-30 min | Next steps | Specific actions, owners, deadlines |
Tailored to the prospect's situation. Organize by category:
Situation (understand their world)
Problem (find the pain)
Implication (make the pain concrete)
Need-payoff (connect to solution)
Process (understand buying)
3-5 tailored points connecting the product to this specific prospect. Each follows the structure:
[Their situation/problem] → [How you solve it] → [Proof point]
Example:
For each likely objection, prepare a response:
| Likely Objection | Why They'll Say It | Response Approach |
|---|---|---|
| "We've always done it in the lab" | Status quo bias, comfort with existing process | Acknowledge the lab's value. Position computational as complementary — pre-screen computationally, validate winners in lab. Show ROI math. |
| "How accurate is this?" | Technical skepticism, especially from scientists | Lead with validation data. Reference peer-reviewed publications. Offer a pilot on their own molecules. |
| "We looked at [competitor] and it was too complex" | Past bad experience with computational tools | Acknowledge the pain. Differentiate on ease of use. Offer to demo with their actual use case. |
| "Budget is tight" | Real constraint or negotiation tactic | Quantify the cost of current approach. Show ROI timeline. Explore pilot or phased approach. |
| "We need to involve [other stakeholders]" | Not a blocker — it's buying process | "Absolutely. Who would be most important to include? Happy to do a tailored session for them." |
If you know or suspect they're evaluating alternatives:
Before the call, know what "next steps" you'll propose based on how it goes:
| If the call goes well... | Propose |
|---|---|
| Strong interest, right person | Demo or technical deep-dive with their team |
| Interest but not the decision maker | "Can we schedule a session with [decision maker]?" |
| Interest but no urgency | Share relevant case study, follow up in 2 weeks |
| Lukewarm | Send one-pager, nurture via content, revisit in 6-8 weeks |
For opportunities that are past discovery, map what you know and what you still need:
| MEDDICC Element | What You Know | What You Need to Find Out |
|---|---|---|
| Metrics | Business impact they care about | Specific KPIs and targets |
| Economic Buyer | Who signs off on budget | Access to that person |
| Decision Criteria | What they'll evaluate on | Weighted priorities |
| Decision Process | Steps and timeline | Internal approvals, procurement |
| Identify Pain | Surface-level problem | Root cause and business impact |
| Champion | Who's advocating internally | How to enable them |
| Competition | Who else they're looking at | Where competitors are strong/weak |
Deliver a Call Prep Brief that fits on 1-2 pages. Sales reps should be able to read it in 5 minutes before the call. Include: