Knowing the deal

isn't the same as 

being ready for it

SMART PREP : CALENDAR INTEGRATION

Smart Prep enables reps a deal brief, a call plan, and a simulation — right from their Google Calendar, before every meeting tied to a deal.

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INSTALL THE EXTENSION

Smart Prep lives in your Google Calendar.

When a meeting ties to a CRM deal, the Smart Prep button appears on the event. Click it. The deal brief, the call plan, the practice run — all open in one panel. No new tab. No context-switching.

THE PIPELINE REVIEW PROBLEM

SIMULATION

Practice the call before you’re on it.

This is the part where every prep tool skips.

Your rep can know everything about the deal and still lose the room. Knowing what to say and being ready to say it under pressure are different skills. One is research. The other is practice.

Before they dial, a simulation is right there in the panel. The prospect persona, the company, the deal context — loaded automatically. They run the call. Work through the objection. Get comfortable. Then join the actual meeting.

Pick up exactly where you left off.

Every previous call on this deal, right there. Most recent call loads first — what was discussed, what was committed, what's still open. Switch to All Calls for the full history without refreshing the panel.

Company overview, size, industry, recent news. Every stakeholder — name, designation, their role in the buying process, CRM record. When multiple companies are on the call, Smart Prep shows them all.

See who you're talking to.

First meeting on the deal? Recap doesn't show up. No blank sections. No filler. Only context that actually exists.

You'll never be the person who has to ask what company someone works for. Or realise mid-call that the person you're pitching to isn't the decision maker.

Ask anything. Before the call starts.

Bottom of the panel. Natural language. Ask what the prospect said about pricing two calls ago. What competitor came up. What was promised last month. What the last email thread was about.

It answers from the full deal context — same intelligence as Deal Insights. Your deal expert, available 10 minutes before the meeting, when it actually matters.

AI DEAL INTELLIGENCE

Know what this call needs to do.

Smart Prep opens with an AI-generated deal summary. Current stage, active risks, what changed since the last call. Plain language. Specific to this deal. Not a CRM dump you have to interpret yourself.

Expand the Call Plan and it goes further — a suggested agenda, the objections most likely to come up, discussion topics that move this deal, recommended next steps, and talking points built from the deal's own data. Not a generic playbook. A plan for this conversation.

WHAT ACTUALLY CHANGES

Not just faster prep. Better prep.

Reps don't lose deals because they didn't research LinkedIn. They lose them because they didn't know what the deal needed — and weren't ready to deliver it when the moment came.

10m

To full call readiness

Deal brief, call plan, simulation, recap, stakeholder context, deal timeline, deal agent. All from one click on a calendar event.

6

Layers of deal intelligence

Highlights, Simulation, Recap, Company & Stakeholders, Deal Timeline, Deal Agent. In that order. Every time. Nothing generic.

0

Tabs to open

No CRM tab. No LinkedIn.

No call recording platform. Everything surfaced in Smart Prep, right where the rep already is.

WHY THIS CHANGES THIS

Other tools help you review

what already happened.

MANUAL RESEARCH

CRM + LinkedIn + Google

Forty-five minutes of tab-switching to piece together who's on the call and what's already happened. You still miss things. And no amount of research tells you how to handle the objection that's about to come up.

CALL INTELLIGENCE

Gong, Chorus, Fireflies

Outstanding at documenting what happened after the call. Zero help before it. Your rep still walks in cold — with whatever they had time to look up before the day got busy.

GENERIC AI

ChatGPT, Perplexity, etc.

Can describe your prospect's industry. Can't tell you what Elizabeth said about pricing in March, what's actively at risk in this specific deal, or what your team committed to on the last call.

SMART PREP

With Smart Prep,

Everything you need in 10 minutes, right in your calendar. AI deal brief, tailored call plan, a simulation to practice before you dial, full meeting history, stakeholder context, deal timeline, and a Deal Agent that knows this account inside out. One click.

SITUATIONS SMART PREP HANDLE

Beyond Sales Prep, saving you from these moments

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The "Wait, Who Are You Again?" Moment

Three minutes in and you have no idea what this person's role is. Smart Prep shows you every identified stakeholder, their designation, and their role in the buying process — before you dial.

You Weren't on the Last Four Calls

Your colleague handled this deal. You're covering today. Smart Prep's Recap tab gives you the full meeting history — what was discussed, what was committed, what's still open — without trackingdown transcripts.

You Haven't Practiced the Answer.

Knowing what to say and being ready to say it under pressure are two different things. Smart Prep's simulation lets you run the call first — with this deal's actual context loaded — before you're live.

Every call. Already prepared.

Not just briefed. Ready. The deal brief, the call plan, and the practice run — in your calendar, in 10 minutes.

INSTALL THE EXTENSION

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