Step 1 of 3 · Deal brief

Tell us about the call.

The more specific you are, the more specific your prep gets. There's no wrong answer — just say what you know.

Name and role. e.g. 'Marcus Chen, VP of Sales'

Industry, size, anything notable. Help the AI picture them.

Approximate is fine. Helps frame the conversation.

Prior calls, what they've said, signals you've picked up. Be honest about what you don't know.

One sentence. What does success look like when you hang up?