Before45m
After90s
30×
Pre-call research in 90 seconds
The problem
Reps rebuild context from a dozen tabs before every call: news, org changes, the annual report and whatever is buried in the CRM.
45 minutes of account research.
The value
One prompt pulls public and internal context into a one-page call plan with three angles to lead with and the opening question to ask.
90 seconds.
The move
For {account}, combine the last 90 days of news, the risk section of the latest 10-K and our Salesforce notes. Give me the 3 priorities their CEO keeps talking about, 2 risks we can help with, and the opening question I should ask {persona}.
Fill the highlighted parts with your own account, persona or files.
The stack
- Claude
- Glean
- Salesforce
- Who it is for
- Sales Rep
- Outcome
- Time saved
- Level
- Starter
- Time to build
- Under 1 hour
- Shared by
- Sales Enablement
Sample library. Workflows, clips and figures are illustrative until real team videos are added.
