Pre-call brief
Generated in under 3 minutes from a name and company. Contains:- Company snapshot (size, funding, product, recent news)
- Who you’re meeting (background, past companies, public takes)
- Why now (current signals and triggers)
- Recommended talking points (3–5, specific to their situation)
- Anticipated objections and counters
- Questions to ask
Post-call blueprint
Generated after the meeting from your call notes or a transcript. Produces a full canvas with:- Meeting recap — key points discussed, decisions made
- Audience profile — updated picture of who you’re selling to based on the call
- Content that resonates — topics and angles they responded to
- Outreach plan — next steps, timing, who owns what
- Competitor mentions — what they said about the competition
- Sales playbook update — what to do differently next time
- Outcomes — where the deal stands, next milestone
- Follow-up email draft — ready to send, references the specific conversation
Configuration
Post-call blueprint triggers the Post-Call Blueprint canvas automatically.