Get a research report on every prospect before your sales call

When a call gets booked, the system researches the prospect and emails you a briefing before you meet.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"a call gets booked"]:::trig s0["look up prospect profile"]:::task s1["research background and news"]:::task s2["summarize with ai"]:::task s3["email the briefing"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"pre-call briefing email"/]:::out pay{{"walk into calls fully prepared"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database OpsReporting & AnalyticsWeb Scraping & Data CollectionResearch & Market IntelligenceEducation & Training
Connects
Google SheetsGmailOpenAI

The problem it solves

You walk into sales calls without knowing much about the person on the other end, so you waste the first few minutes on small talk instead of addressing what they actually need. Digging up someone's background before every call takes time you don't have between meetings.

Who it fits

Founders, sales reps, and consultants who take discovery or sales calls and want to walk in prepared.

How it works

  1. Triggers when a new call is booked on your calendar
  2. Looks up the prospect's LinkedIn profile from your contact list
  3. Researches their background, recent posts, and relevant news
  4. AI summarizes their role, company, and likely pain points
  5. Emails you a formatted briefing before the call
What you get

Prospect briefings ready before every call

You walk into every sales call with a ready-made briefing on who you're meeting and what they care about.

What you get

An email briefing with the prospect's background, company summary, and likely pain points, ready before your call.

What you need

A calendar booking tool, a Google Sheets contact list, an AI service, and an email account like Gmail.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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