I never walk into a sales call unprepared - an agent does the prep

Every morning at 07:00 an agent reads my calendar, spots the external meetings, and researches each one: our CRM history, past emails, call transcripts, the person's LinkedIn, recent company news. By the time I sit down, there's a one-page brief waiting. I stopped doing manual prep months ago.

Why prep is the perfect agent job

Meeting prep is high-value and nobody has time for it. Done properly it takes 20-30 minutes per meeting: digging through email threads, remembering what was said last time, checking what the company announced this quarter. With 10+ external meetings a week, that's a full workday of research. So most people skip it - and open calls with "so, remind me where we left off?"

What the brief contains

• Who I'm meeting - role, background, what they posted recently on LinkedIn.
• Where we stand - every prior touchpoint from the CRM: emails, WhatsApp, meeting transcripts, with dates.
• Company context - funding, news, hiring signals from the open web.
• Suggested angles - open questions from the last conversation and what to push for in this one.

How it runs

The agent wakes up twice a day (07:00 and 14:00), checks the calendar, and only researches meetings it hasn't briefed yet. Briefs get filed to a shared Drive folder and linked back to the CRM record. If I add a meeting at noon, the afternoon run catches it. Opting out is one word in the event title.

References

• Claude Code - runs the scheduled agent
• Fathom - the source of my call transcripts
• My real AI sales stack - the full picture