Meeting to Deal Workflow

Every important sales meeting deserves a prepared entry and a structured exit. This workflow covers both.

The workflow

Cortex: pre-call brief

Prep me for my call with the CTO at Linear tomorrow at 2pm.

Cortex generates a meeting prep brief in under 3 minutes: company snapshot, who you’re meeting, why now, talking points, anticipated objections, questions to ask.Saved to memory tagged with company name.

Meeting happens

You run the call with the brief in hand. Take notes — even rough ones.

Striker: post-call blueprint

Create a post-call blueprint. Linear CTO call.
Notes: They mentioned budget concerns, liked the AI positioning,
want to see a proposal by Friday. Two competitors in the deal: HubSpot and a homegrown tool.

Striker generates the post-call blueprint canvas: recap, audience profile, content that resonated, outreach plan, competitor mentions, sales playbook update, follow-up email draft.

Follow-up email sent

Follow-up email drafted from the blueprint. Personalized to what was discussed. Sent the same day via Gmail.

Proposal generated

Create a proposal doc for Linear: 3-month implementation, $4,500/month.

Structured Doc canvas generated. Exported as PDF. Sent.

Deal stage updated

HubSpot deal stage updated to Proposal automatically via Striker tool call. Timeline tracked from here.

Silence after 5 days: Striker follow-up

Striker sends a follow-up referencing the specific proposal and timeline discussed. Not generic — references the Friday deadline mentioned in the call.

Objection: Striker handles it

Budget concern raised. Striker applies the Acknowledge-Answer-Bridge-Ask framework. ROI Calculator canvas generated to address the CFO question.

Competitive Intelligence Workflow Content Calendar Workflow

​The workflow

The workflow