Evidence grade B
Sales
Get a research brief on every prospect 10 minutes before the call
Annika Helendi copied Lindy's sales-call prep template: it researches each discovery-call contact and emails her a brief 10 minutes before the meeting. It worked within minutes.
How it went
The call-prep template and the notetaker worked out of the box. The content system did not: constant errors burned through her monthly credits, so it stayed on Make.
- Credit costs made her avoid experimenting, including with the YouTube agent.
- She reported 400 free credits without premium actions and $50 a month for 5,000 credits; the review is undated, so check current pricing.
- Her rule of thumb: fixed, step-by-step workflows belong in Make; simple agent tasks in Lindy.
- The review includes her Lindy referral link.
View prompt
When a calendar event with "discovery" in the title is 10 minutes away, research each external attendee: LinkedIn, company site, Crunchbase and recent news.
Email me a brief under 150 words: role, company stage, likely priorities, three sharp questions, and one thing we have in common.
If you can't verify something, leave it out.