Objective
Before every call, pull the full intelligence picture: deal history, buyer group, competitive signals, relationship strength, and past conversations. Have your talk track ready.
Outcome
You open every meeting with a question that proves you did your homework.
When
9:00 AM
Duration
10 min per meeting
Steps
4
Prompts
4
Get your next meeting context
1 minThe AI pulls your calendar, matches attendees to CRM records, checks deal stage, relationship scores, and recent activity for each person. It flags potential risks and opportunities.
Prompt
What's my next meeting? Give me the full intelligence brief — who's attending, their roles, deal history, last touchpoints, and anything I should know.
Expected result
A complete meeting brief: attendees with roles and titles, deal stage and value, last 3 touchpoints, relationship scores, and open action items.
Check the buyer group
1 minMulti-threading wins deals. The AI shows the full buying committee and highlights gaps — people you need to engage but haven't yet.
Prompt
Show me the buyer group at this company. Who's the champion, who's the economic buyer, and who haven't I talked to yet?
Expected result
Buyer group with roles (champion, economic buyer, technical evaluator, blocker) and engagement status for each.
Research the company
2 minFresh intelligence gives you conversation starters that feel natural, not scripted. Reference something that happened in their world this week.
Prompt
Research this company. What are their recent signals — hiring, tech changes, funding, leadership moves?
Expected result
Recent signals: job postings, tech stack changes, funding rounds, press coverage, leadership changes.
Get your talk track
1 minThe AI analyzes deal stage, buyer sentiment, and competitive positioning to recommend your focus. One objective, not five.
Prompt
Based on where this deal is and the buyer group dynamics, what should I focus on in this meeting? Give me 3 questions to ask and the one thing I need to accomplish.
Expected result
A single meeting objective, 3 targeted questions, and a recommended next step to propose.