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 show format
01:20 Why strong calls start before the call
01:39 Five-step play overview
01:46 Gather inputs, invite and thread and CRM facts and quick AI research
02:13 One-page brief sections, persona and pains and outcomes and likely objections
02:32 Follow the brief on the call and mark assumptions to verify
02:57 AI sidecar overview
03:27 Build the printable one pager in ChatGPT
03:31 The exact prompt to generate the brief
04:30 Guardrails, one page and plain English and assumption labels
05:07 Confirm time zones for the two realistic slots
05:20 Action in five minutes and close