sales-call-prep

To generate sales meeting briefs, you connect Google Calendar to fetch upcoming customer events and combine them with account intelligence. The system matches attendees via email and name to pull firmographics, engagement, and hiring signals into a structured prep document.

A customer meeting prep brief includes firmographics, engagement history, hiring signals, developer data, and prospects. It matches attendees via email then name to pull relevant account intelligence, and applies graceful fallbacks when specific data is missing.

Yes, you can prepare sales calls for today, a specific day, or your entire work week. The system reads your Google Calendar events for the chosen timeframe and generates a structured, sales-ready brief for each external customer meeting.

Yes, you need the reo-gateway MCP to fetch firmographics, engagement, hiring signals, and prospects for account research. You also need Google Calendar MCP to read events and match attendees to generate meeting briefs.

A sales call brief includes suggested opening questions, watch-outs like red flags or missing coverage, and key engagement moments. It optionally adds recent company news via web search to provide context for driving the customer conversation.

The system applies graceful fallbacks when attendee data is missing during meeting prep. It attempts to match attendees via email first, then by name, to pull account intelligence and signals, ensuring the brief remains useful even with incomplete data.