AI Pre-Call Brief: 5-Step Play to Win Every Meeting
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AI Pre-Call Brief: 5-Step Play to Win Every Meeting
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Great sales calls begin before the meeting. Steven Werley walks through a fast pre-call workflow that uses AI to assemble a one-page brief so you enter discovery prepared, objection-ready, and set up to secure a clear next step.
Key takeaways• Gather the essentials fast: invite, email thread, CRM facts, quick AI research.• Build a one-page brief with persona, pains, outcomes, objections, five discovery questions, binary next step, and proof points.• Use Steven’s plain-English prompt to generate a printable brief in minutes.• Label assumptions and avoid invented facts so the brief stays reliable on the call.
Timestamps
00:00 Intro and goal of the play01:22 Why strong calls start before the call03:10 Inputs to collect05:20 Brief structure that fits on one page07:10 AI research workflow08:45 The exact prompt10:00 Guardrails to avoid bad data11:10 Action in five minutes and next step