Walk in already knowing the room

A prep brief before every sales call: prospect context, last conversation, and the angles that matter.

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.

THE ROUTINE

What it does

This routine prepares a brief before each sales call: 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 this prompt into a new Littlebird routine. Edit the days and times to fit your schedule.

COPY THIS PROMPT
Every morning prep me for any sales calls today with prospect context and talking points

Set it up in three steps

  1. Open Littlebird and go to Routines, then create a new routine.
  2. Paste the prompt above. Adjust the days and times to fit your schedule.
  3. Littlebird runs it on schedule from then on. Pause or edit it anytime with auto-pause.
VS. CHAT SKILLS

Why not just use a skill?

Chat skills wait for you. Routines do not.

With a Claude or ChatGPT skill, 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 your data is never sold or used to train a model.

FAQ

How far ahead does the brief arrive?

It runs on your schedule -- most reps set it for the morning, covering 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 trains on nothing -- the service is SOC 2, GDPR and CCPA aligned.

Is my data used to improve the models?

No. Training on customer data is not something Littlebird does, and selling it is not either -- SOC 2, GDPR and CCPA aligned.

Put Littlebird to work.