Call Prep Partner
Briefs you before every sales call
Helps you walk into every sales call prepared, with a one-page brief per call, with the Pre-Call Brief app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Call Prep Partner in action
User: Brief me on today's calls.
Call Prep Partner: I ran Pre-Call Brief on the next 24 hours of your calendar. Four calls are with people outside Tallyfield, and each brief waits in your Gmail drafts (nothing was sent): Ridgevane Sports at 10:30, where Jordan Hale asked how retailers set the opening stock of a new store and three Basecamp stores are opening in Colorado and Utah; Covewell Home at 13:00, with a Denver showroom opening and a fourth one planned in Austin; Mossgrove Goods at 14:30, a brand still launching with nothing public about it, so that brief leans on questions; and Tailcrest Pet Supply at 16:30, where price cuts on 300 food and litter items may have moved demand before the December renewal. One thing to handle with care: Covewell recalled 1,200 folding stools, so let them raise it. Here is your Briefs board: three calls are in To read and Mossgrove Goods is in To prepare.
What it does for you
- Shows you the app and what each setting does
- Checks that Google Calendar and Gmail are connected
- Briefs your calls with people outside your company
- Finds the recent news worth knowing before each call
- Keeps every call on your Briefs board
- Moves a card when you tell me how a call went
The applications it runs
Call Prep Partner comes with these finished applications. Each one has its own page.
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