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.
What Carly does
- 01 Pull the Opportunity — stage, amount, close date, owner, Activities
- 02 Pull the Account — Contacts, recent Cases, related Opportunities
- 03 Fetch the last 5 emails from the Account contacts
- 04 List recent Gong calls and grab summaries + action items
- 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!
More recipes for sales teams
Read the last thread, pull the Opportunity stage from Salesforce, and draft a four-sentence follow-up that sounds like you.
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Read →Pull the LinkedIn profile, link the Lead to the right Account or Opportunity, and log a recent-signal hook in one shot.
Read →Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."