ResearchSales team
Meeting prep brief
A brief on the guest's company an hour before each external meeting. Free to use and change.
The command
“One hour before each Google Calendar meeting with an external guest, research the guest's company and recent news and send me a short brief on Slack.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
Inbound lead routing
Leads researched, added to Salesforce and posted by company size.
Call notes to follow-up
Notes become a follow-up email draft and a HubSpot deal.Stale deal nudge
Contacts with no activity in two weeks, with a next step for each.
Closed deal handoff
A paid contract kicks off onboarding tasks, a welcome and a win post.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.