What it is

The pre-call briefing workflow compiles everything you need to know about an account before jumping on a call. Drop in a company name, and it searches your CRM for deal history, pulls past call notes and emails, finds relevant case studies, checks recent company news, and identifies which product features match their needs. Then it packages everything into a scannable brief with talking points, questions to ask, and what success looks like for this specific call.

What it solves

Reps scramble before calls, frantically tabbing between the CRM, old emails, and Slack trying to remember what happened last time. By the time the call starts, they've half-forgotten the context, ask questions the prospect already answered, and miss obvious opportunities to connect their pain points to your solution.

This workflow eliminates the panic. It pulls together everything that matters—who you're talking to, what they care about, what's been discussed, and what you should focus on—so you walk into every call actually prepared instead of winging it and hoping you don't ask something stupid.

How it works

Super searches your CRM for account details, deal stage, and previous interactions to understand where this relationship stands. It pulls past call notes and email threads to see what's already been discussed and what promises were made.

It searches for case studies from similar industries or companies so you have relevant proof points ready. It checks the web for recent company news—funding rounds, executive changes, product launches—that might create urgency or change priorities. Then it identifies which product features and use cases match their industry or known challenges. Finally, it analyzes everything to determine your key talking points, what questions to ask, and what success looks like for this specific conversation.

How to use it

Run it before any important call—discovery, demo, negotiation, or check-in. Enter the company or contact name, and Super delivers a brief you can scan in two minutes before joining. Share it with other call participants so everyone shows up aligned.

Trigger it from your calendar, CRM, or directly in Super whenever a meeting pops up. Stop tabbing through a dozen tools trying to remember context—show up to every call knowing exactly what matters and ready to have a conversation that actually moves the deal forward.