Walk into every discovery meeting prepped with context, pain points, and suggested next steps to move the deal forward.
Summarize the planned purpose of this meeting, using the meeting invite, title, and any prep notes from emails or CRM.
List outstanding tasks or action items from prior interactions with this account, pulling from CRM, past calls, and email threads.
Provide current qualification details for this account, including decision makers, budget, timing, and fit, based on CRM and past discovery notes.
Generate a short company overview using CRM details, past call notes, and email context. Highlight size, industry, and relevance.
List confirmed meeting attendees and their roles, pulling from the calendar invite, CRM, and prior emails.
Summarize the most recent interactions with this account — past calls, email threads, or Slack exchanges — and their outcomes.
Pull all pain points raised in previous calls, emails, or Slack threads. Group into themes with supporting quotes.
Generate 5 open-ended discovery questions using MEDDPICC/SPIN logic, tailored to this account’s industry and prior conversations.
Suggest the most realistic next step to secure by the end of this call, based on opportunity stage and past deals.
Write your email like a top Account Executive.
Spend less time on admin, more time closing deals
