Pre-Call Intelligence Agent

Stop winging discovery calls. This agent delivers game-winning intelligence 15 minutes before every meeting - so your reps walk in ready to win, not scrambling to research.

Never waste time prepping for a sales call again.

Generic discovery calls kill deals. When reps go in unprepared, they ask surface-level questions, miss critical buying signals, and lose to competitors who did their homework.

Manual research takes 20+ minutes per call - or doesn't happen at all. That time adds up and costs you direct revenue loss through wasted hours.

What Does the Agent Do?

Research is a waste of time when it can be slapped in front of you.


This is a pre-call intelligence engine that:

  • Delivers a personalized briefing 15 minutes before every meeting
  • Surfaces recent company news and real buying triggers
  • Pulls prospect LinkedIn profiles and recent activity
  • Maps every attendee and their influence level
  • Provides smart conversation starters reps can actually use

Your reps get a 30-second scan that replaces 30 minutes of manual prep - every call, every rep, every time.

What's Included?

  • Fully installed AI Agent
  • Calendar sync & automation
  • Custom brief format & style
  • Multi-source intelligence gathering
  • CRM integration

What's NOT Included?

  • Sales methodology training
  • CRM data cleanup
  • Custom integrations beyond standard tools

Not sure where to start? Ask Sienna.

Not sure where to start with AI? Try Sienna - our free AI consultant.

AI ≠ ChatGPT

Getting a quick answer from GPT is great, but that's not how fast-growing companies are using AI.

They're automating business-critical tasks across:
Need a hand figuring out what that means? Ask Sienna or chat with our team.
Need a custom AI Agent?

ROI Examples:

Professional Services

Consultative selling requires deep context. This agent gives every team member the preparation level of your top performer - standardizing excellence across discovery calls and RFP conversations.

Financial Services

Trust wins in financial services. When advisors reference recent company moves or personal LinkedIn updates naturally, prospects feel understood - not pitched. Intelligence briefings create instant credibility.

Enterprise Software

Complex sales cycles demand strategic preparation. Automated briefings ensure reps understand organizational dynamics, recent initiatives, and stakeholder priorities before every multi-threading conversation.

Technology & SaaS

Demo calls make or break deals. This agent ensures every rep walks in knowing buyer priorities, competitive context, and key decision-makers - turning generic demos into strategic conversations that close.

Manufacturing & Distribution

B2B buyers expect reps to understand their business. Intelligence briefs surface supply chain news, expansion plans, and decision-maker backgrounds - proving you did your homework before asking for time.

Corporate Law

Corporate legal deals hinge on context, power dynamics, and timing. Pre-call intelligence surfaces recent transactions, litigation history, and executive changes - helping partners and associates walk into calls informed, credible, and strategically prepared.

Timeline & Support

Customization:
1-2 Weeks
Deployment:
1 Week
Support:
4 Weeks

Implementation Cost

Starts at:
$3,500
Range:
$3,500 - $7,500
Optional ongoing support  & services available.

Get Answers to Common Questions

Find answers to the most frequently asked questions about using AI and automation in non-technical businesses. Have questions about specific technologies or use cases? Click here to speak with one of our Operators.
Will this work with our existing calendar and CRM?
What if prospects don't have much online presence?
Can we control what gets included in briefs?
How accurate is the intelligence gathering?
What happens if a call gets rescheduled?

Less Spend. Less Time. More Growth.

When you speak with our team of business operators, you'll get a clear picture of how to grow faster and cheaper with the right systems and AI. Drop your contact info below or chat with Sienna, our free AI consultant here.

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