Free AI Sales Resource
Steal Emilia’s AI Meeting Prep Agent
Automatically research your upcoming sales meetings and have the most relevant information waiting for you directly inside your calendar invite.
Emilia Schreiber Mendes, Account Executive at Doctolib, shares the AI agent that knows what information she needs before a customer meeting, when to prepare it and where to put it.
We turned her setup into a copy-paste template you can customise for your own company and sales process.
Tuesday, 14 October10:00 – 10:45
Discovery Call — Mustermann GmbH
Google Meet · 3 guests
AI Meeting Prep
Company Snapshot
- Mustermann GmbH · 120 employees · Munich
- Just announced DACH expansion into Austria
Organisation & Decision Makers
- Sarah Mustermann — VP Sales (your guest)
- Max Berger — Head of Revenue Operations
Current Setup
- CRM: HubSpot
- Competitor: MusterKonkurrent AG
Potential Opportunities
- Scaling the sales team for the Austria launch
- Manual meeting prep eating 5+ hours per rep per week
Conversation Starter
- “Congratulations on the Austria expansion — how is the team preparing for the new market?”
What it can prepare for you
- Company Research
- Decision Makers
- Current Tech Stack
- Competitor Insights
- Sales Opportunities
- Discovery Questions
How it works
- 01
Customise the [INSERT] fields
- 02
Connect your calendar and relevant tools
- 03
Tell your agent when to prepare your meetings
- 04
Open your calendar and find the research waiting for you
