AI Discovery Call Briefer

Automatically Prepare Discovery Call Briefings When They Are Scheduled

Save your sales team time and come with insights with this automated briefing agent. When a new discovery call meeting is scheduled in your calendar, this GPT creates a tailored messaging framework for each person in the call.

How the template works

It pulls from persona details, the company’s website, and credible online sources to deliver a clear picture of the potential customer and how your company's product may align with their needs.

Perfect for new business and business development teams that want to walk into discovery calls fully prepared — without scrambling at the last minute.

What's included?

• Customizable prompt for ChatGPT or Google Gemini
• It selects and summarizes key insights about the company and the people you are meeting with:
  • Industry Specifics - Key [Market Category] and B2B SaaS trends
  • Major Company Events - M&A, expansion, org shifts, or funding news
  • ✅ Crisp Value Proposition - Tailored to persona, company size (SME vs Enterprise)
  • 🌍 Localized Value Pillars - Key differentiators for the specific market category and the specific buyer persona(s)
  • 🎯 Legal & Technical Questions - Concerns relevant to their role. Use emotionally resonant, specific framing
  • 🧾 Potential Objections - Include relevant stats, testimonials, or insights
  • 🗣️ Style Suggestions - Discovery questions to ask; why this message fits their market context
  • 👤 Persona-Relevant Insights - KPIs, goals, and pain points. Cite trusted sources (G2, Deloitte, e.g.)

Gain a competitive edge starting today!