AI Sales Meeting Prep Brief
Walk into every sales call with a full AI-researched brief on the prospect — delivered 30 minutes before the meeting.
Meeting Detected
Calendar scans for sales calls
Research Prospect
Company data + LinkedIn + news
Brief Generator
GPT-4o synthesizes into briefing doc
Slack Delivery
Brief sent 30 min before call
CRM Log
Brief saved to contact in CRM
Trigger
Meeting Detected
Calendar scans for sales calls
Action
Research Prospect
Company data + LinkedIn + news
AI
Brief Generator
GPT-4o synthesizes into briefing doc
Output
Slack Delivery
Brief sent 30 min before call
Storage
CRM Log
Brief saved to contact in CRM
The best sales reps show up to calls knowing the prospect's business, recent news, LinkedIn activity, and talking points. Most reps don't have time to research thoroughly. This workflow monitors your calendar for upcoming sales meetings, identifies the prospect's company from the meeting invite, and 30 minutes before the call delivers an AI-compiled brief to Slack: company overview, recent news and funding events, LinkedIn profile summary of the contact, mutual connections, the company's likely pain points based on their industry and size, and 5 suggested discovery questions tailored to the meeting context.
- Every call starts with full prospect context — no more embarrassing 'what does your company do?' moments
- AI-generated discovery questions tailored to the prospect's specific situation
- Recent news and funding events give you natural conversation openers
- Brief automatically saved to CRM for future reference
- Covers 5+ data sources in the time it takes to get a coffee
Sales executives, account executives, and business development reps who have multiple prospect calls per day and need to appear well-researched without spending 30–45 minutes per call on manual prep.
Template
$79
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $899
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
AI Sales Proposal Generator
Generate a fully personalized, professional sales proposal in under 5 minutes — straight from your CRM deal data.
Competitor Price Monitor & Alert
Track competitor pricing changes automatically and get notified the moment they drop their prices — before your prospects notice.
Contract Send & eSign Automation
Auto-generate, send, and track contracts from CRM deal data — with reminders until signed.