Close Deals

Meeting Brief

Walk into every sales call knowing what you need to know — without spending an hour on research.

The Brief

Pre-call research is the highest-leverage prep a rep can do — and the activity most reps do inconsistently because it takes too long. The agent generates a meeting brief for every scheduled call: a concise, actionable summary of the account, the contacts attending, recent news, competitive context, and suggested talking points. The brief is ready in the rep's email before the meeting, and it covers everything a thorough rep would find in 45 minutes of manual research — in under 2 minutes.

Generates account context from live data sources

The agent pulls current account context from multiple live sources: recent news and press releases, funding activity, hiring patterns, leadership changes, tech stack updates, and intent signals from the last 30 days. It cross-references this against the CRM engagement history — how long the company has been in the funnel, what content they've engaged with, and what the last rep notes say. The output is a structured account summary that captures what's changed recently and what's relevant to the conversation — not a static company background pulled from a 12-month-old enrichment pass.

Example: Clearview Technologies: Series B closed 6 weeks ago ($28M). New CRO started 3 months ago (came from Salesforce). 6 new SDR postings. Intent: active on RevOps automation content for 11 days. CRM: in pipeline 4 months, 3 prior calls, last AE note: 'evaluating vs. Clearbit.'

Profiles each attendee with role, engagement history, and interests

Knowing the company is half the prep. Knowing who's in the room is the other half. The agent profiles each meeting attendee: their title, tenure at the company, prior engagement history with the account (calls attended, emails opened, content viewed), LinkedIn activity from the last 30 days (posts, comments, topics engaged with), and their decision-making role in the purchase (economic buyer, champion, evaluator, blocker). Reps walk in knowing who they're talking to — not discovering it in the first 5 minutes of the call.

Attendees: Jordan M. (VP RevOps — champion, 3 prior calls, opened case study twice), Sarah K. (CFO — first appearance, follow LinkedIn: posted on budget cycles last week), Marcus T. (IT Director — potential blocker, flagged in last call notes).

Surfaces talking points tailored to the call's deal stage

A first discovery call requires different talking points than an evaluation stage demo or a pricing negotiation. The agent generates talking points calibrated to the deal stage in the CRM: discovery calls focus on open questions to uncover the real buying driver; evaluation calls focus on competitive differentiation and proof; proposal calls focus on commercial framing and objection handling; renewal calls focus on expansion and risk mitigation. Each talking point is grounded in something specific about the account — not generic sales playbook advice dressed up with the company name.

Stage: Evaluation (competing vs. Clearbit). Talking points: 1. Address data coverage in financial services (3 recent Clearbit reviews mention gaps — have the Meridian Financial case study ready). 2. CFO first appearance — frame ROI before she asks. 3. Marcus (IT) flagged as blocker — address integration timeline proactively.

Delivers the brief to the rep's email and calendar before the meeting

A brief that requires the rep to log into a tool to find it before a call doesn't get read. The agent delivers the brief as a formatted email to the rep 30–60 minutes before the scheduled meeting — concise enough to read in 3 minutes, detailed enough to be genuinely useful. The email contains the account summary, attendee profiles, talking points, and any urgent signals (a competitor announcement from yesterday, a relevant news story from this morning). The brief is in the rep's inbox before they open the call, not in a tool they'd have to remember to check.

Example: Meeting brief delivered at 10:30 AM for 11:00 AM call. Subject: 'Clearview Technologies — evaluation call with Jordan M., Sarah K., Marcus T.' 3-minute read. Urgent flag: Clearbit pricing announcement this morning.

Today vs. With ABM Strategist

Today

• Reps spend 30–45 minutes on pre-call research for important meetings — and skip it entirely for others.
• Pre-call prep doesn't account for what changed in the last 24 hours — a competitor announcement or a news event the prospect is thinking about.
• Talking points are generic — the rep improvises deal-stage appropriate strategy based on experience, not structured prep.

With ABM Strategist

• A complete account brief with talking points is ready in the rep's inbox 30 minutes before every scheduled call — zero research time.
• Briefs pull live signals from the current day — including competitor moves, news events, and intent data from the last 24 hours.
• Talking points are tailored to the deal stage in the CRM and grounded in account-specific context — not generic sales playbook advice.

Works With

• Research Analyst: Deeper account dossiers for strategic accounts go beyond the meeting brief to full pre-deal intelligence.
• Map Buying Committees: Attendee profiles draw from buying committee mapping for role and engagement context.
• Monitor Competitors: Competitive signals surface in meeting briefs when the deal has a competitor tagged in the CRM.

Three layers, one platform by Lantern

Every agent runs on three layers: a unified data model, 150+ enrichment providers, and an open-source engine where every decision is auditable.

Data Waterfall

150+ enrichment providers. Sequential routing optimized per segment. The best answer wins. No vendor lock-in.

Agent Engine

Open-source execution engine. Workflows defined in code. Human-in-the-loop checkpoints. Full audit trail on every action.

Revenue Ontology

Every data source normalized into one model. Entity resolution across systems. Relationships stored, not inferred. Schema that evolves with your business.

FAQ

• Which calendar platforms does the agent monitor for scheduled meetings?
• Can the rep customize the brief format or add specific sections?
• Does it work for internal meetings, or only external sales calls?
• What if the meeting is booked less than 30 minutes before the call?

Thorough pre-call research wins more deals. This agent makes it the default for every meeting, not just the important ones.