Sales call prep brief

Before each sales call, writes a one-page brief on the company, the attendees' public roles, and good discovery questions.

Tools

• Google Calendar
• Claude
• LinkedIn

How to set it up

1. 1Trigger on calendar events with external attendees.
2. 2Have the agent research the company site, recent news, and attendee titles.
3. 3Ask for a one-page brief: context, likely priorities, 5 discovery questions.
4. 4Read it 10 minutes before the call.