AI call prep for sales meetingsThe whole account.
Before every call.
Before a sales call, your AI assistant pulls everything about the customer into one brief: who you're meeting, what was said last, open deals, unpaid invoices, open support tickets and three things to talk about. You read it in the minute before you dial, instead of digging through five apps.
Open the CRM. Find the contact. Read the last emails. Check the open deals. Ask finance about invoices. Check the help desk. Jot down an agenda. Or just ask.
Prep me for my next call.
Your assistant checks your calendar for the meeting, then pulls the account from your CRM: the contacts and open deals with their stages, plus the latest calls, emails and meetings. It adds billing from QuickBooks or Stripe and open tickets from your help desk, then writes the brief in the same format every time, ending with a suggested agenda.
One page, nothing to dig for.
The brief puts anything that could derail the call, like an overdue invoice or an open complaint, where the rep sees it first. Reps see their own accounts; managers see the team. Any price in a suggestion comes only from your price book.
A sales call prep checklist. Seven questions to answer first.
Good call prep answers the same questions every time. Use this list whether you prep by hand or ask your assistant. If you can answer all seven, you're ready.
- 01 Who will be on the call?
Names, roles and who makes the decision. Note anyone new.
- 02 When did we last talk, and what was said?
The last call, email or meeting, and any promise either side made.
- 03 What’s open?
Each deal with its stage, value and expected close date.
- 04 Do they owe us money?
An overdue invoice changes the tone of a renewal call. Better to know first.
- 05 Is anything wrong?
Open complaints or support tickets. Raise them before they do.
- 06 What do we want from this call?
One clear next step: a demo booked, a proposal accepted, a date agreed.
- 07 What three things will we cover?
An agenda short enough to send them beforehand.
The last two are the rep's job. Your assistant can suggest an agenda; the rep decides what the call is for.
The relationship stays with the rep.
The conversation
Your assistant preps the call. The rep runs it. Reading the room, handling objections and building trust are people work.
Pricing and discounts
Suggestions use your price book only. Offering a discount or a custom price is the rep's or manager's call.
Updating the CRM
After the call, your assistant can log a note, add a task or move the deal, but only when the rep confirms each one.
Your rules, written down. Then followed every time.
Set up for you as part of the Sales package, typically in one to two weeks. No technical staff needed: one person who knows how the work flows, plus logins to your apps.
What your assistant learns
Rules we write down with you
Shortcut · for this job
Use Call prep and it builds the brief for the next meeting on your calendar. Or ask for any account by name.
Works with
App names are trademarks of their owners. Figure Hawk is not affiliated with or endorsed by them.
How do I prepare for a sales call quickly?
Answer the same seven questions every time: who’s on the call, the last conversation, what’s open, what they owe, what’s wrong, what you want and your agenda. The slow part is finding the answers across your CRM, billing and help desk. That’s the part your assistant does for you.
Can AI prep me for meetings from my calendar?
Yes. Connected to your calendar and CRM, your assistant finds the next meeting, matches it to the account and builds the brief. You can also ask for any account by name, any time.
Does it work with HubSpot and Salesforce?
Yes, and with Pipedrive, GoHighLevel and Zoho. It joins your CRM with QuickBooks or Stripe for billing and your help desk for open tickets, so one brief covers all three.