Pre-call intelligence for people who sell
Win the call before
it starts.
Sales Call Planner researches your prospect, drafts sharper discovery questions with you, and turns the mess into one structured call plan you walk in holding.
Free to start · No credit card
Meridian Systems
Dana Okafor · VP of Engineering
Why now
Raised a $40M Series B in January. Hiring 12 platform engineers. Shipped an EU data-residency page last month — expansion is straining the stack.
Open with
“You’re scaling the platform team fast — what breaks first as you grow into Europe?”
Watch for
“We built something internally” — ask what it costs them to maintain, and who owns it after the reorg.
Next step to ask for
Technical deep-dive with the platform lead, booked before Thursday.
Exported from your planning chat
The night before, usually
Fifteen browser tabs, a half-read press release, and a notes doc titled “prep” with three bullet points in it.
The night before, now
One conversation with a planner that already did the reading — and a brief you could hand to your best rep.
What you get
Everything between “call booked” and “call crushed.”
Reads like a colleague did it
The research agent pulls together funding, hiring, product moves, and news, then tells you why any of it matters for this call — not a data dump, a point of view.
Questions you'd never think of at 11pm
Brainstorm discovery questions tuned to the persona, the deal stage, and what you already know. Keep the sharp ones, discard the filler.
One brief, not twelve tabs
Everything you pin becomes a structured call plan: why now, what to open with, what to watch for, what to ask for next.
The call isn't over when it ends
Capture notes and next steps against each completed call, so the follow-up starts itself and the next conversation picks up where this one stopped.
How it works
Three moves. About ten minutes.
Brief the planner
Tell it who you're meeting, when, and what you're selling. The research agent goes and does the reading — company, role, timing, why now.
“Discovery call Thursday. VP Eng at a Series-B infra company. First conversation.”
Shape the plan together
Talk the call through in chat: angles, discovery questions, likely objections. Pin what's sharp, push back on what isn't. It argues back, politely.
“Too soft. What would their CFO ask about the migration cost?”
Walk in holding the brief
Your pins become a structured call plan — why now, the opener, watch-fors, the ask. Export it, glance at it in the lobby, win the room.
Brief exported · Tue 08:47 · 13 minutes before the call.
Fair questions
Asked before signing up.
You tell it about an upcoming call. It researches the prospect, helps you brainstorm and refine discovery questions in a chat, and turns the parts you pin into a structured call plan. After the call, you capture notes and next steps against it.
A serious prep that used to mean 30–45 minutes of tab-hopping typically becomes about ten minutes of focused back-and-forth. You spend that time thinking about the call, not hunting for the funding announcement.
An integrated research agent works from public sources — company sites, news, hiring pages. It's a strong first pass, not gospel: the brief shows you what it found so you can judge it, and you should still gut-check anything you plan to say out loud.
Anywhere walking in prepared changes the outcome: discovery calls, demos, follow-ups, renewals, executive conversations. It adapts to the stage and the persona you describe.
It won't make the call, build the relationship, or handle a live objection for you. It's the preparation partner — the judgment in the room is still yours. We think that's the right division of labor.
Sign up, describe your next call, and you'll have a working plan the same sitting. Free to start, no credit card.
No demo video. No sales call to book.
Your next call is the demo.
Describe the call, shape the plan, walk in holding the brief. If it doesn’t make Thursday’s meeting better, it cost you nothing.
Start planning freeFree to start · No credit card