Prepare Every B2B Sales Meeting

Walk into every sales meeting knowing who is in the room and what to ask, and leave it with the next step already written.

What it does

• Prepares a brief for each meeting: attendees, recent company news, where the deal stands, the goal of the call
• Writes discovery questions adapted to each attendee's role and to what you sell
• Turns call notes or a transcript into CRM notes and a same-day follow-up
• Drafts proposals from the deal, your template and your approved proof
• Lists proposals with no answer and writes a chase for each, and prepares the handoff when a deal is won

What you need

• Nothing to start: name a company and who you are meeting
• Google Calendar (optional) unlocks briefs for your real meetings, every morning
• Gmail (optional) adds recent emails with each account and saves follow-ups as drafts
• HubSpot (optional) adds the deal history and receives call notes; another CRM works too
• Optional live data on people and companies, billed on your Rerun credit and approved before each spend

How setup works

A first meeting brief arrives in the first minutes, for a meeting you name or a realistic prospect. Then it learns what you sell and how you qualify a deal, connects your calendar, email and CRM, and sets up a morning brief you confirm.

What stays in your hands

• No email is sent and no CRM record is changed without your go-ahead
• Proposals use only your prices, terms and proof