Walk into every call already briefed
Your AI reads the prospect’s live Sales Navigator and the company’s own pages, then hands you a brief: who they are, why now, and how to open.
Get briefed on a prospect before you dial
Use Actionbook to prep me for my call with the VP of Sales at Ramp. Open my logged-in Sales Navigator and their profile, read their recent activity, and check the company site for what changed (news, blog, who they’re hiring). Give me a quick pre-call brief I can scan: the snapshot, the why-now, what this person owns and recently posted, and an opener with a few discovery questions.
ChatGPT
3 Tool Calls · 1 MessageHere’s my plan:
- 1.Open my Sales Navigator and their profile in my own session.
- 2.Read their role, tenure, and recent activity and posts.
- 3.Check the company site for what changed: news, blog, and who they’re hiring.
- 4.Find the why-now trigger and a hook to open with.
- 5.Write the brief: snapshot, why-now, who I’m meeting, the opener.
Starting now.
Read their Sales Navigator profileRead their recent activity and postsCheck the company site: news, blog, who’s hiringWriting the pre-call briefHere’s your pre-call brief.
Snapshot — Ramp, spend management, ~1,500 staff, pushing upmarket into enterprise.
Why now — Opened a dozen AE roles this quarter and just announced an enterprise push, so outbound is scaling. Your timing fits.
Who you’re meeting — VP of Sales, about two years in the seat. Posted last week on how hard it is to ramp new reps fast, that’s your hook.
Your opening — Open on their post about rep ramp, then ask how they onboard AEs today, where new reps stall, and what “good” looks like at 90 days.
One caveat: this is only as sharp as your own access. It reads their full Sales Navigator profile and the news you’re signed into, not anything behind a login you don’t have.
A pre-call brief, from your own live access.
Your logged-in Sales Navigator, read live, not a stale database.
Can’t open Sales Navigator, so it guesses the prospect from stale memory.
Reads their live Sales Navigator profile and recent activity in your session.
Hands you generic company facts, not a reason to call.
Finds the why-now trigger and a hook from what they just posted.
Leaves you opening six tabs and writing the brief yourself.
Hands you a scannable brief: snapshot, why-now, the person, your opener.
Search Sales Navigator the way you do.
Your whole call-prep workflow.
The pre-call brief is just the first job. Each one reads your own logged-in sources, live.
Build today’s call list off live triggers
Use Actionbook to build my call list for today from my logged-in Sales Navigator: [persona] at [segment] companies that changed jobs in the last 90 days, are hiring sales, or just raised. One row per prospect with the trigger, their recent activity, and a one-line why-now.
Map the rest of the committee
Use Actionbook to open [account] in my Sales Navigator and map the buying committee for [what I sell]: the economic buyer, the champion, and the blocker. For each, give me their role, what their recent activity suggests they care about, and how to approach them.
Find a warm way in
Use Actionbook to find the warmest path to [prospect] in my LinkedIn network: who I know that knows them, any shared groups or history, and a recent post of theirs I can reference. Draft a short opener that uses the warmest angle you find.
Frequently asked questions about pre-call research
What reps ask before trusting an AI to prep their calls.