Sales
Every call starts with a strategy brief
A one-page account brief (deal history, stakeholder map, recent email threads, and recommended talking points) lands in your inbox before every external call.
What changes
Prep time per meeting
Scrambling across multiple tools
Quick scan of a ready-made brief
Deal context retention
Whatever you remember or can find quickly
Full history: all calls, emails, and stakeholders
Objection readiness
Surprised by repeated concerns
Previous objections highlighted with context
First impression on prospects
"Let me pull up your account..."
"Last time you mentioned your Q3 initiative..."
You're scrambling through tabs 2 minutes before the call.
The calendar notification pops up. You have two minutes before the call with Acme Corp. You open Salesforce. The last note is from your colleague who left the company three months ago. You switch to Gmail to find the last email thread but there are dozens of threads across different people at the account. You're still scanning subject lines when the Zoom ding goes off.
So you wing it. You ask questions they've already answered. You miss the objection they raised last time. You don't know that their VP of Engineering (the one who was blocking the deal) left the company two weeks ago. That's actually great news for you, but you don't find out until after the call when you finally read the notes.
Meeting brief delivered 10 minutes before every call
Matches upcoming meeting attendees to CRM contacts
Google CalendarAttendees tied to the right opportunity and account before anything else runs
Pulls full deal history, stage progression, and stakeholder map
SalesforceZeroTwo gathered every logged activity, synced call notes, open tasks, and the current stakeholder map for the account
Scans recent email threads for unanswered questions and commitments
GmailZeroTwo surfaced two unanswered questions and a pricing commitment made over email last week
Assembles a one-page brief with talking points and risks
GoogleZeroTwo created a brief with deal summary, stakeholder map, recommended talking points, and risks to address head-on
Delivers the brief to your inbox 10 minutes before the call
GmailZeroTwo sent the brief with quick-access CRM links so you walk in prepared
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Ten minutes before each external call, send me a one-pager with the deal history, last three email threads, open support tickets, and a stakeholder map showing who we have talked to and who we have not.”
It runs on schedule
Delivers a one-page brief to your inbox 10 minutes before each external call.
Frequently asked questions
Your calendar is monitored and attendees are cross-referenced with your CRM. Any meeting with a contact that matches an open opportunity gets a brief. You can also include or exclude specific meeting types (e.g., skip internal meetings, always prep for discovery calls).
The brief works with whatever data exists. If CRM notes are thin, it leans more heavily on email threads and any synced activity data. Gaps are also flagged ('No recent activity found for this account') so you know where your blind spots are before the meeting.
Yes. You define the brief template: which sections to include, how much detail, and what format. Some reps want a 3-bullet summary. Others want a full page with stakeholder bios. You configure it once and every brief follows your format.
Yes. For new prospects, ZeroTwo researches the company (recent news, funding, leadership changes), the contact's role and background, and identifies relevant talking points for your product. The brief is shorter than one for an existing opportunity, but you still walk in informed about their business instead of cold.
Yes. ZeroTwo pulls any competitor mentions from CRM notes, call summaries synced to Salesforce, and email threads. If the prospect mentioned evaluating Competitor X in a previous conversation, that shows up prominently in the brief so you can address it before they bring it up.
Related workflows
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.