Walk into Every Meeting a Genius.
Pre-Meeting Research Bot
Stop scrambling for information minutes before a call. Our AI agent automatically researches every prospect and company before a scheduled meeting and delivers a concise, actionable briefing dossier directly to you .
See it in action
Pre-Meeting Research
The Unprepared Rep
Your reps are jumping from one back-to-back meeting to the next with no time to prepare. They join the call knowing nothing more than a name and a company, leading to generic, unimpressive conversations that fail to build rapport or address the prospect’s specific needs.
Pre-Meeting Research Bot
Key Features
Automated Research Triggers
The agent monitors your calendar. When it sees a new external meeting with a prospect, it automatically begins its research.
AI-Powered Data Synthesis
The agent scans the prospect’s LinkedIn profile, their company’s website, recent news articles, and your CRM history to gather key intelligence.
Concise Pre-Meeting Briefing
The AI synthesizes all this information into a one-page “briefing dossier” with sections like “Key Talking Points,” “Recent Company News,” and “Shared Connections,” delivered to you before the meeting .
Use Cases
Use-Cases for Pre-Meeting Research Bot
An Enterprise Account Executive
Used the “Recent News” section of a briefing to start a conversation about a recent acquisition, which immediately established credibility and rapport with the CEO.
A B2B Sales Team
Saw a 15% increase in their demo-to-opportunity conversion rate because their reps were having more relevant and personalized initial conversations.
A Tech Sales Rep
Used the “Shared Connections” data to get a warm introduction to a key decision-maker, shortening the sales cycle by several weeks.
More Agent Template
Schedule multi-step follow-up sequences
Plans and executes multi-step follow-up campaigns.
Send follow-up LinkedIn connection
Sends connection requests and follow-up messages on LinkedIn.
Auto-assign leads based on rules
Creates daily task lists based on CRM activity, pending actions, and goals.
LinkedIn prospect scraping & outreach
Pulls contact data from LinkedIn profiles and automates outreach messages.
Lead scoring using AI
Ranks leads based on profile match, activity, and conversion potential.
Set follow-up reminders after interaction
Sends reminders based on lead stage, last contact, and urgency signals.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Upsell/Cross-sell Agent
Identifies upsell and cross-sell opportunities based on customer data.
Pre-Meeting Research Bot
Value Proposition
Walk into every meeting fully prepared and confident.
Build instant rapport with personalized conversation starters.
Have more relevant, value-driven sales conversations.
Differentiate yourself from unprepared competitors.
FAQ
You can schedule the Pre-Meeting Research Bot to deliver your briefing anywhere from 24 hours to just 15 minutes before your meeting. This flexibility ensures sales teams, consultants, and business owners in the USA, India, or any local market always go into meetings fully prepared with fresh insights.
Yes. The bot allows you to customize briefing sections based on your sales strategy or client research needs. You can prioritize prospect insights, company news, CRM notes, or competitor updates—making it ideal for businesses targeting specific industries or regional markets.
If data is scarce, the Pre-Meeting Research Bot still provides verified details, such as the company’s official website, industry basics, and available public data. It also highlights gaps in information, so sales reps in markets like the USA, UK, or India know exactly where to focus their manual research efforts.
The agent uses a secure, read-only CRM integration to pull contact history, meeting notes, and deal progress. This ensures your Salesforce, HubSpot, Zoho, or regional CRM data remains safe while still powering highly personalized briefings.
No. Unlike generic research tools, the Pre-Meeting Research Bot summarizes multiple sources into concise, actionable bullet points. Instead of clicking through dozens of websites, you receive an AI-powered briefing that blends company profiles, news, and CRM insights—saving valuable time before client calls.
Automate with AI
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