AI Sales Meeting Prep Agent — Research Prospects and Generate Talking Points


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Description
About this template
How this agent works
Syncs with Calendly, researches each prospect and company, generates talking points and questions, and delivers prep materials before calls.
Here's how it works:
- Syncs with your Calendly schedule
- AI researches each prospect and company
- Talking points and questions are generated
- Prep materials delivered before each call
Why use this agent?
- •Walk into every call prepared
- •Personalized talking points that resonate
- •Automated research saves prep time
- •Discovery questions based on company context
Who is this for?
- •Account executives closing deals
- •SDRs running discovery calls
- •Founders taking investor meetings
Sales Meeting Prep
This AI agent syncs with your calendar, researches upcoming prospects and their companies, and delivers personalized prep materials before each call. You get company context, prospect background, and talking points that resonate.
What Gets Prepared
Company: Recent news, funding, tech stack, competitive landscape, industry challenges.
Prospect: Professional background, role, content they've published, shared connections.
Materials: Talking points, discovery questions, pain point hypotheses, call structure.
Who This Is For
Agencies: Account teams prepared for every client call. Automated research.
SMBs: Founders and sales reps ready for every meeting without manual research.
In-house teams: AEs and SDRs with prep materials delivered automatically.
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