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SalesIntermediate

Get a one page prep brief before every sales call

Before every call, AI pulls the prospect's LinkedIn, recent company news, CRM history, and generates a one page prep brief so you walk in ready.

5 nodes 6 min setup 4 integrations

Why use this workflow

Walking into a sales call unprepared costs deals. But spending 30 minutes researching every prospect before every call is unsustainable when you have 5 calls a day. This AI workflow detects upcoming sales calls from your calendar, pulls the prospect's LinkedIn profile, recent company news, CRM deal history, and any previous email exchanges, then generates a concise one page prep brief delivered to your inbox 30 minutes before the call. The brief includes talking points, potential objections, and a suggested opening line that references something specific about the prospect. Sales teams that use AI generated prep briefs report higher close rates because they walk into every conversation with context, confidence, and something meaningful to say in the first 30 seconds.

What this workflow does

  1. 1Detects upcoming sales calls from your calendar
  2. 2Pulls prospect info from LinkedIn and CRM
  3. 3Researches recent company news and triggers
  4. 4Generates a one page prep brief sent to your inbox

Tools & integrations

Google CalendarOpenAILinkedInHubSpot

The founding offer

The first 100 members lock in 40% off for 12 months. After 100, the discount drops to 20%.

Claim 40% Off (1st Year)