What it does
It produces a one-page pre-call brief with the prospect’s basics, context, and likely needs. It also pulls in your history with them so you start the conversation informed instead of scrambling.
Why I recommend it
Most sales calls start with five minutes of wasted “so tell me about your business” because the prep isn’t there. A consistent brief makes you look sharper and helps you ask better questions faster.
Expected benefits
- Better first calls with less rambling
- Faster discovery and more trust
- Fewer missed details and follow-ups
- More consistent sales performance across the team
How it works
Call booked → pull CRM contact + source + notes → summarise website and service relevance → generate brief → send to rep or attach to the deal.
Quick start
Start with a simple brief template: company, contact, goal, source, pages visited, last messages. Populate it from CRM fields first, then add website summarisation later.
Level-up version
Add “likely objections” and suggested talking points based on their industry. Add an AI-generated question list that adapts to their service selection and budget.
Tools you can use
CRM: GoHighLevel, HubSpot, Pipedrive
Calendar: Calendly/CRM booking
AI: ChatGPT/Claude
Automation: Zapier, Make, n8n
Technical implementation solution
- No-code: Trigger on booking → pull CRM fields → AI generates a brief → email it internally.
- API-based: Booking webhook → CRM API fetch → website scrape/summarise → store brief in CRM/Docs.
Where it gets tricky
- Website access and scraping limits
- Keeping briefs accurate
- Preventing “hallucinated” details by constraining the ai to your sources
