Prepare for sales calls with company research, source-linked context, and suggested discovery questions. Schedule a briefing around your calendar and review the facts before the meeting.
The template prepares a briefing from available research sources. Your team checks source quality, missing data, and suggested discovery questions.
Maps the buyer's previous leadership roles, past employers (which helps identify common tech tool exposure), and exact time in role to anticipate decision authority.
Scrapes currently open job requisitions. If an account is hiring 5 SDRs or 3 RevOps analysts, the rep gets context to check before making assumptions about budget.
Identifies the prospect's frontend, CRM, marketing automation, analytics, and sequencing tools via DNS and HTTP header scans, avoiding awkward compatibility questions.
Uses Claude 3.5 Sonnet to formulate 3 to 5 pointed discovery questions tailored to the company's size, business model, and competitive threats.
Configure a Slack briefing around the meeting time. Recheck calendar changes and research sources before using the briefing.
Writes the full dossier into the CRM deal notes (HubSpot/Salesforce), ensuring that sales managers and solutions engineers have immediate visibility into research.
Download a workflow template to configure and test, or build with us in a focused 4-hour session.
Everything you need to deploy the calendar-triggered research workflow yourself.
4 Hours Total across 6 Dedicated Sessions: 15m intake, 15m architecture, 30m live prototype.
Book a 60-minute GTM Architecture Audit with founder Patrick Diamitani. We map your calendar webhooks, research APIs, and Slack alerts. 100% credited to your package.