Brief me before a sales call

What it does

Builds a one-page brief before a sales or customer call.

Works with your apps

• Google CalendarFinds the meeting and who's attending.Optional
• OutlookThe meeting and the email threads with attendees.Optional
• GmailThe last exchanges and what was promised.Optional
• HubSpotThe account, open deals and contacts.Optional
• SalesforceThe account, open opportunities and contacts.Optional
• PipedriveThe organization, open deals and persons.Optional
• AttioThe company, deals and people.Optional
• FirefliesWhat was said on past calls.Optional
• GongWhat was said on past calls.Optional
• ZoomRecordings and transcripts of past calls.Optional
• Google MeetTranscripts of past calls.Optional
• LinkedInShared connections with the people in the room.Optional

Routines it runs for you

Set up with you in a quick chat, so each one fits you. Switch on the ones you want.

• Call prep for today's meetingsEvery weekday at 7:30 AM

More for sales

• ✨Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
• ✨Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.
• ✨Keep my CRM up to dateLogs calls, emails and meetings to your CRM and keeps every deal's next step current, with each change shown before and after.
• ✨Turn happy customers into case studiesShapes call notes, reviews and emails into case studies and testimonials, quoted word for word and published once the customer says yes.
• ✨Find and win grants and bidsFinds grants and public bids you fit, checks every rule before you spend time and drafts from your real facts, so every hour counts.
• ✨Write outreach that sounds like meFirst emails and follow-ups in your voice, each built on a real reason to reach out. You approve every send.