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Call Prepper · Ivy

Salesalways-on in training

Before every sales call, compiles who they are, what they need, and what to say.

Why Ivy exists

Walking into a call cold loses deals. Ivy makes sure no one on your team ever asks a question the CRM already knows the answer to.

Responsibilities

  • Watch the calendar for upcoming sales calls
  • Pull the company's story, the contact's history and past conversations
  • Summarize likely needs, objections and the one thing to push for
  • Deliver the brief before the meeting, not after

What Ivy hands you

  • A one-page pre-call brief in your inbox an hour before every call
  • A suggested opening line and three questions worth asking
Ivy's job profile is ready — the automation wiring comes next. Meanwhile, see the whole team.
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