sales-deal-prep

What problem does it solve?

Prepare concise, actionable pre-meeting briefs by aggregating scattered context (emails, vault notes, meeting history, product details, and open tasks) so sales and account teams enter client calls informed and aligned.

Core Features & Use Cases

• Context Aggregation: Pulls recent email exchanges, tone, and key topics to summarize what's been discussed and outstanding questions.
• Relationship & Deal Snapshot: Loads vault client files and meeting history to surface relationship stage, last interactions, known blockers, and timeline.
• Actionable Output: Produces a 1–2 page structured brief with client overview, open action items, prioritized talking points, and clear call goals, and saves the brief to the sales vault while logging the activity.
• Use Case: Sales rep preparing for a scheduled demo or negotiation can quickly get a brief with talking points, pending deliverables, and red flags pulled from emails and task lists.

Quick Start

Prepare a concise pre-meeting brief for Acme Corp that includes client overview, recent emails, open tasks, and three prioritized talking points.