Sales Meeting Prep Pack | Ai Sales Automation

Insight Collector Ai Marketing Automation

Research. Compile. Summarize.

Before a sales rep's next meeting, build a one-page brief that includes the talking points, answers to FAQs, and resources needed to close the sale.

Trigger

Triggers are always customized to your processes.

Sales Meeting Scheduled

A lead schedules an introductory call with a sales rep.

Operations

These are standard operations. Actual operations will be customized to your needs.

1. Analyze the Prospect

Review and analyze captured lead data, including form fields, pages viewed, and existing notes or emails.
Research the contact and company online for any relevant information.

2. Generate Summary Report

Identify value props and talking points.
Scrape and summarize case studies.
Summarize the best-fit service or product offerings.
List relevant blog or resource links.

3. Send to Sales Rep

Create the summary as a doc on a shared drive.
Send the sales rep a link to the prospect brief before their meeting.

AUTOMATION IMPACT REPORT

MANUAL EFFORT

None

Automation takes care of generating the prospect brief.

OUTPUTS

The brief is the only output.

TIME SAVED

Varies

It would typically take a sales rep 30 minutes to 1 hour to build a similar brief.

Client Example

An L2 Digital client had recently hired a sales rep new to the industry. While a proficient and proven seller, they knew very little about the prospect's needs and the service the company offered.

L2 built an automation to create summary briefs that armed this sales rep with the background and information needed to intelligently answer questions the lead may ask on a call.

Schedule Your Audit and Roadmap Discovery Call

Start with a free audit of your sales & marketing systems. We’ll show you exactly how AI + Automation can help you do more, faster.

DISCLAIMER: L2 only takes on five new automation projects a month.