Walk in already knowing the room
A prep brief before every sales call: prospect context, last conversation, and the angles that matter
- Runs while your laptop is closed
- Reports in Littlebird and by email
- Free plan includes 5 routines
You have two sales calls today, and Perch & Partners is close to signing.
- Perch & Partners at 10:00 AM: the contract is in legal review. Last week's call with Riley Parker ended on seat pricing, so start there.
- Tiny Nest Co. at 2:00 PM: this is your first call with Morgan Lee. Their holiday line launched Monday, so ask how it is selling.
The problem
Great discovery calls look effortless because the rep did the homework. The homework is the part that does not scale across thirty meetings a week.
So the prep gets skimped, the call gets generic, and the prospect's questions you could have answered arrive as surprises.
What it does
Every morning, this routine prepares a brief for each of the day's sales calls: who you are meeting, what happened last time, what their company is doing now, and where the deal stands.
You walk in with the context of a rep who spent an hour preparing, in the time it takes to read a page.
Try the prompt
Copy it into a new Littlebird routine, then set the days and times that fit your schedule
- Open Littlebird and go to Routines. Open the menu next to New Routine and choose Set up manually.
- Paste the prompt into Instructions, then set the days and time under Run.
- Littlebird runs it on schedule from then on. You can pause or edit it anytime. Auto-pause is on by default and pauses it if reports go unread.
You can also choose Create with Littlebird and describe the routine in chat.
Every weekday morning prep me for any sales calls today with prospect context and talking points
Why make it a routine?
Chat skills wait for you. Routines do not.
With a skill in an AI chat app, you are the integration: copy the email, paste the calendar, explain the background, then carry the answer back out.
Littlebird skips the middleman. It reads the sources directly, runs on your schedule, and never sells your data.
Frequently asked questions
How far ahead does the brief arrive?
It runs on your schedule. A morning run covers that day's calls.
Does it include internal notes?
Everything you have in Littlebird: past meetings, threads, and deal context, assembled per call.
Who can see what this routine produces?
Only you. Littlebird sells nothing, and the service is SOC 2 Type II, GDPR and CCPA aligned.
More routines like this one
Put Littlebird to work
Littlebird is free to start, and your routines also work on the web, iPhone and Android
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