Price
Fixed price
Pricing on request
Setup and first live brief, single team
How it starts
- Book a demo call
- We check your calendar, CRM and call history
- You get a fixed setup and a first live brief
The Brief
Know who you are talking to, before every call
A brief lands in Gmail before every external meeting: the facts, a behavioral profile of the person, and advice for the call.
Built to move
- Pre-call prep time (target: lower)
- New-rep ramp time (target: lower)
- A behavioral profileHow each contact decides, communicates and objects.
- The play and the wordsHow to open, what to say and what to avoid.
- Every fact checkedMatched to the record before a rep sees it.
Walk in knowing the person behind the account
An overview at 08:00 and a full brief 30 minutes before each meeting, built from your calendar, CRM, calls and transcripts.
- 08:00Overview of every meeting today
- 13:30Full brief for the 14:00 call
- 14:00The call, with the profile in hand
Brief: intro call with Jordan Example (14:00)
Built fromCRMPast callsTranscriptsCalendarCompany news
Who
Jordan Example, head of operations at Example Ltd (fictional). In discovery. Last call: asked how it connects to their CRM.
Profile
Analytical. Wants proof before committing. Short and direct, prefers written follow-up.
Based on 2 calls and 6 emails.
The play
Open with the CRM connection. Send the written timeline before pricing.
The words
Say: "Here is exactly how it connects." Skip the feature tour.
Objections
Integration risk: show the steps. A second signer has not been on a call: ask who else decides.
One goal
Agree the decision timeline.
VerifiedEach fact is matched to a record. Thin data gets a short brief instead of a guess.
Works with
- Google Calendar (required)
- Gmail (required)
- HubSpot (proven)
- Aircall (proven)
The build, at a glance
Built from your calendar, CRM and calls, delivered to your reps in Gmail.
Inputs
- Google CalendarWhich external meetings are coming
- Your CRMHubSpot records and deal stage
- Calls and transcriptsAircall history, Meet transcripts, notes
- Company researchTheir site and recent news
Engine
- Behavioral profileHow they decide, communicate and object
- Source weightingTranscripts count above notes, notes above emails
- The play and the wordsWhat to lead with, say and avoid
Outputs
- 08:00 overviewEvery meeting that day, one email
- Brief 30 minutes beforeSix sections, in Gmail
- One goal per callA single outcome to aim for
Controls
- Facts checkedMatched to the record before sending
- Thin data, short briefNo profile is invented
- For your rep onlyNever sent to the contact
What we need from you
- Google Workspace: Calendar and Gmail
- CRM and call access (HubSpot and Aircall proven)
- A rep to review the first live brief
Not included
- Other CRMs, unless requested
- LLM running costs, confirmed before launch
Does it fit?
Tick the ones that apply to see a verdict.
Not yet if you are not on Google Workspace, or have no pipeline in motion.
Book a demo call (opens in a new tab)Common questions
Which tools does it need?
Google Workspace (Calendar and Gmail) is required. HubSpot and Aircall are proven. Other CRMs are scoped on request.
Who receives the brief?
Your rep only. Nothing is sent to the contact.
What if there is little data on a contact?
The brief is shorter. No profile is invented.
How is it priced?
A fixed price for the setup and your first live brief, for one team. Inquire about pricing to get the figure.
Are there running costs?
LLM running costs are not part of the setup fee. We confirm them before launch.