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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.
Research is a waste of time when it can be slapped in front of you.
This is a pre-call intelligence engine that:
Your reps get a 30-second scan that replaces 30 minutes of manual prep - every call, every rep, every time.
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.
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.
Complex sales cycles demand strategic preparation. Automated briefings ensure reps understand organizational dynamics, recent initiatives, and stakeholder priorities before every multi-threading conversation.
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.
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 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.
The agent focuses on what's available - company news, litigation, M&A, state and federal filings, press releases, and prospect backgrounds. Even minimal intelligence beats going in blind, and we can customize sources based on your industry.
Absolutely. You approve the brief format, intelligence sources, and content priorities before launch. We tailor everything to match your sales methodology and conversation style.
The agent pulls from verified, public sources as well as social media, news outlets, and proprietary data sources - all with cross-references QA for accuracy. You review sample briefs during setup to ensure quality meets your standards.
The agent monitors calendar changes in real-time and automatically adjusts brief delivery. If a call moves, the briefing moves with it - no manual intervention needed.