Sales Call Prep Agent — ibizai Claude for Knowledge Work

What the Agent Produces

Five sections that turn your notes into a confident, structured call plan.

Call Snapshot A tight summary of who you are meeting and what is at stake.

Suggested Agenda Five steps adapted to discovery, demo, negotiation, or check-in.

Discovery Questions 5–7 questions aimed at the gaps in what you currently know.

Objections & Responses The objections you are likely to hear, each with a suggested reply.

Next-Step Recommendation The single most useful thing to line up after the call.

Sales Call Prep

Enter what you know about the prospect and the meeting, and get a structured call plan in minutes.

Built from what you provide. This agent does not browse the web and will not invent company news, figures, or quotes — verify names, facts, and history before the call.

Company / Prospect Name *

Meeting Type *

Attendees + Roles

What You Already Know (context / history) *

Your Goal for the Call

Your Product / Offering

Output Language

AI Model

Research live on the web

Redact sensitive data before sending

How It Works

Enter the prospect, the meeting type, and what you already know — context, history, attendees, your goal. The agent organizes it into a structured plan and adapts the agenda to the meeting: discovery digs into pain, a demo tailors examples, a negotiation justifies value, a check-in surfaces expansion. Output is available in English, Spanish, and French.

Built from what you provided. This agent does not browse the web. It will not invent company news, funding, figures, or quotes — where a fact is missing it leaves a clearly-marked placeholder. Verify names, facts, and history before the call.

Want live research? Live web research and CRM enrichment (HubSpot, Salesforce, and more) are available via CEMI managed.

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