Sales & CRM

Pre-Call Brief

Walk into every sales call prepared.

What installing it brings

  • 1 workflow32 steps in what runs behind it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.
Uses
googlecalendar
serpapi
gmail
+8

About this application

Walk into every sales call prepared. The app reads the next 24 hours of your Google Calendar, keeps the meetings with people outside your company, looks each company up (its own pages and the news of the last 30 days) and writes a one-page brief per call: who they are, who you meet, the news worth knowing, talking points tied to what you sell, questions to ask, what to watch out for and an opening line. Each brief is saved as a Gmail draft addressed to you (nothing is sent) and as a card on your Briefs board (to prepare, to read, call done, follow-up sent); calls already briefed are skipped and past calls move to Call done by themselves. In Settings: how far ahead to look, recipients, your team's other domains, the calendar, the news window, news per brief, language, length and calls per run. Needs Google Calendar and Gmail.

The application

The published app, exactly as it runs.

This preview is not interactive.

The workflow

What runs behind it: 32 steps, 1 screen.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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