Get a research brief before every sales call

What you need

• A calendar where sales calls are clearly named.
• An account with Lindy or Grok Bot.

Steps

1. 1Decide which meetings count

   Use a keyword in the event title, such as 'discovery', so research only runs for sales calls.

2. 2Option A: start from Lindy's template

   Lindy's sales-call prep template researches the contact on LinkedIn, Crunchbase and the web, and emails a brief 10 minutes before the call. One reviewer had it working within minutes.

3. 3Option B: build it as a Grok Bot routine

   Add an hourly routine during working hours that looks ahead to the next meetings.

   Every hour from 8am to 5pm, check my calendar for meetings with "discovery" in the title starting in the next 60 to 120 minutes that you haven't prepared yet.
   
   For each one, email me a brief under 150 words: the attendee's role and company, recent news, likely priorities, and three sharp questions.
   If you can't verify something, leave it out.

4. 4Keep it short and verified

   Ask for a strict word limit and three questions, and tell it to leave out anything it cannot verify.

5. 5Watch the cost

   Lindy charges credits per action; the reviewer used up her monthly credits while building other workflows. Grok Bot routines count against your plan’s usage.

How to know it worked

• A brief arrives before each matching meeting, and only those.
• Two spot-checked briefs match what LinkedIn shows.