An intro call gets booked for Monday. What the company does is easy enough to find. What is easy to miss is your own history with them — a trial that ended, the reason it ended, and what was promised at the time.
Ask your agent to build the brief from your own records instead: who they are, what happened last time, why they are back, what to ask, and what not to say.
What the agent starts with
Three places, all of them inside Timestripe — two boards and the inbox.
- The Timestripe inbox. Your inbox has an email address, so the booking notice was forwarded straight in: Dermot Walsh, Head of Operations at Kelverne Logistics, Monday at eleven. He mentions in his reply that he only joined in February, so he may ask things that were answered for someone else there.
- The Sales pipeline board, Closed Lost column. A card for a trial that ran six weeks from September 2025, twenty-five seats across dispatch and ops. It ended for two reasons: there was no single sign-on then, and the operations manager who had pushed for it left in October.
- The Meeting Notes board, Transcripts column. The week-four call from that trial. Dispatch were opening the board before the whiteboard by week three. They asked for single sign-on, and were told it was coming the following quarter.
Nothing is looked up on the web, and the agent opens no other tool. It reads two boards and an inbox through the CLI, the same way it would read anything else in Timestripe.
The prompt
Two hundred words is the point of the whole thing. A brief you skim in the two minutes before a call is worth more than a complete one you don't open.
The last line does the rest of the work. Without it an agent fills gaps with plausible detail, and a plausible detail in a sales brief is the one that gets repeated on the call.
What comes back
One goal in Pre-call briefs, dated the day of the call, in the five sections that were asked for.
The history section is the part you could not have written from the CRM alone: the trial went well, and it still ended — once over a missing feature, once because the person carrying it left.
The last section is the useful one. Do not promise single sign-on by a date. That is exactly what was said last time, in a call that is quoted two lines above, and the person on Monday's call is new enough not to know it was said.
Everything carries a source. Anything that could not be traced to a card or a transcript is not in there at all.
