AI builds your pre-call briefing doc from public prospect info. Walk into every discovery call with a tailored question set in under 15 minutes.
A complete operational system. Built to run immediately.
Generate your first AI-built briefing doc in 15 to 20 minutes. Walk into your next discovery call prepared, with the question set already written.
Lock in what this SOP does, who it is for, and what success looks like before any work starts.
Process Owner, Executor, AE, SDR/BDR, and Operations roles assigned before Phase 1 begins.
Four phases from raw research to a tailored briefing doc and post-call capture. AI prompts embedded at every phase.
Primary and secondary metrics with concrete targets. 100% brief completion. Under 15 minutes per call. 60%+ question specificity.
Reusable prompts, a discovery call framework, and a prospect research checklist you can lift into any toolset.
The exact failure points operators hit (generic briefs, AI hallucinations, unfiled notes, prospects without LinkedIn) with specific fixes.
Version tracking and update history so prompt changes, question bank updates, and process adjustments stay documented.
Takes raw company data and returns a structured snapshot: what they do, ICP, business model, likely challenges, fit rating, and a one-line call hypothesis.
Builds the individual profile from LinkedIn data: likely priorities, decision-making style, recommended opening approach, and one specific thing to avoid.
Combines company research and prospect profile into one structured 6-section brief: company snapshot, prospect profile, hypothesis, fit signals, risk flags.
Generates 5-8 open-ended discovery questions labeled by type. At least 3 reference specific prospect or company details, never generic enough to ask any.
Returns a 5-step Zapier or Make workflow with field mapping, test checklist, and limitation flags so a brief generates automatically when a discovery call.
Takes raw call notes and returns a follow-up email under 150 words plus a structured CRM note with key challenge, timeline, decision process, and agreed next.
One-page brief with 6 sections: company snapshot, prospect profile, call hypothesis, top 3 fit signals, top 3 risk flags, and the tailored.
Company research, prospect profile, briefing assembly, tailored discovery questions, calendar workflow setup, and post-call follow-up.
5-source research routine: company website, LinkedIn page, Google News, prospect LinkedIn, and CRM notes.
Open-Discover-Share structure. 5 minutes opening with a company-specific observation. 20 minutes working through tailored questions.
Discovery call booked, Zapier pulls prospect data, AI generates the brief, saved to Drive, linked to CRM, Slack notification fires 24 hours.
30-minute debrief block on the calendar. Structured CRM note with challenge, timeline, decision process, and next step.
You meant to research the company. The day got away from you. Now you're 5 minutes from the call with their LinkedIn page open and no plan, and the prospect senses the lack of prep before you finish your intro.
Generic openings, vague questions, missed company-specific cues. The prospect senses the lack of prep within 60 seconds, and the deal loses momentum before.
Click through LinkedIn. Read the about page. Search Google News. By call time, you've burned an hour and still don't have a structured doc to reference live.
Without prospect-specific context, every call uses the same five questions. Prospects answer on autopilot.
Memory fades fast. Two days later, the next step is fuzzy and the deal stalls because nobody documented what was actually agreed on the call.
Expected Outcomes
These targets come directly from the SOP. Realistic benchmarks, not aspirational claims.
COMPLETION
Discovery calls preceded by a completed briefing doc, every time.
GEN TIME
Total time from research collection to completed brief, per call.
SPECIFICITY
Questions that reference a specific prospect or company detail (3 of 5 minimum).
Manual process only. Build the habit of using the brief on every call. Note what's missing.
Refine the prompt based on which sections were most useful. Update the question bank with what landed and what missed.
Automation active. Brief generated automatically 24h before every call. Monthly quality review in place.
Common Questions
QuickStart generates your first pre-call brief in 15 to 20 minutes. Full setup runs about 1 hour, then 15 minutes per discovery call. The optional calendar-triggered automation cuts the per-call time further once stable.
Yes. The system works with any deal tracker or shared doc. A CRM is recommended for linking briefs to deal records and post-call notes, but the only piece that strictly requires it is the calendar-triggered automation layer.
The troubleshooting matrix covers this exact case. Run the company research prompt only and build the prospect section from their email signature, website team page, or prior email context.
Only if the prompt didn't get specific input. The system requires raw research data (LinkedIn, website, news, CRM notes) and produces 5-8 questions where at least 3 reference specific prospect or company details.
Six copy-paste prompts: company research, prospect profile, briefing assembly, tailored discovery questions, calendar-triggered workflow setup, and post-call follow-up with CRM note.
