Walk into the 2pm call with a one-pager waiting

Email Carly the Account or Opportunity name and she'll send back a one-pager — Salesforce timeline, last 5 emails, every Gong summary, plus open questions and the angle most likely to move the deal. Walk into the next call warm.

Salesforce Gmail Gong

What Carly does

1. 01 Pull the Opportunity — stage, amount, close date, owner, Activities
2. 02 Pull the Account — Contacts, recent Cases, related Opportunities
3. 03 Fetch the last 5 emails from the Account contacts
4. 04 List recent Gong calls and grab summaries + action items
5. 05 Synthesize a one-pager: who's who, last touch, open questions, recommended angle

Walk into every call warm

Your next 2pm gets a one-pager waiting in your inbox: the Opportunity stage, what was said last, and what you should bring up first. No more winging it.

Email this to Carly to kick it off.

Hey Carly,

I have a call with [Account] at [time]. Can you put together a one-pager for me?

Pull the Opportunity (stage, amount, close date, owner, recent Activities) and the Account (Contacts, related Opportunities, any recent Cases). Grab the last 5 emails from their Contacts, then list recent Gong calls with their summaries and action items.

Synthesize it into a one-pager: who's who, last touch, the open questions still on the table, and the angle most likely to move the deal.

Send it back over email — I want to read it on my phone before the call.

Thanks!

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