Sales

Discovery Call Brief Agent

When a prospect books a Calendly meeting, the agent delivers a 1-page research brief to your sales rep 15 minutes before the call.

CalendlyLinkedInGoogle SearchNotion
Discovery Call Brief Agent

Typical workflow

A prospect clicks Book on your website and fills out the Calendly form. The agent picks up the booking, scrapes their LinkedIn profile and company page, runs a quick web search for any news about the company in the last 3 months, and checks if any prior contact exists in Notion. It writes a structured brief covering who they are, what their business does, and what questions are likely to move the discovery forward. The rep sees the brief in Notion before they dial in. No manual research needed.

How it works

1

Step 1

When a prospect books a meeting via Calendly, the agent reads the prospect's name, company, and email from the booking.

2

Step 2

It pulls their LinkedIn profile, their company LinkedIn page, recent news mentions from the past 90 days, and any prior notes from your Notion CRM.

3

Step 3

It writes a 1-page brief covering company background, likely pain points based on their industry, and 3 suggested discovery questions. The brief lands in your sales rep's Notion workspace 15 minutes before the call.

Why this is not ChatGPT

  • ✓
    The agent reads the Calendly booking in real time and acts on the timing automatically. ChatGPT cannot monitor external calendars.
  • ✓
    It pulls fresh data from LinkedIn and the web for each individual prospect, not generic summaries.
  • ✓
    The output matches your firm's own brief format and links back to any prior Notion activity for that company.

Typical Build

10days

Best fit for

Agencies running 5 to 20 discovery calls per week where reps often go into calls under-prepared. Works best when Calendly is the primary booking tool and Notion is used for deal notes and CRM.

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