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Workflows / Sales & RevOps, Founders, Agencies

Pre-call brief

What HubSpot and Gong know about the account, on one page, before you join the call.

HubSpot CRM Gong calls
Try this workflow
The promptFree
Prepare me for my call with [company name].

1. Use hubspot_search_companies to find [company name], then hubspot_search_contacts for the people there and hubspot_search_deals for open and closed deals.
2. Use gong_list_calls for the last 180 days and gong_get_call_analysis on any call with [company name].

Give me a one-page brief: the account in two lines, the people (name, title, last contact), the deal (stage, amount, close date), what was said and promised on past calls, open risks, and three questions I should ask today.

Before you start, ask me for anything in square brackets. Use my SingleBrain Gateway tools for this, such as hubspot_search_companies. Only use numbers the tools return. If you cannot see SingleBrain tools, stop and tell me to connect SingleBrain Gateway at https://gateway.singlebrain.com first.
Open in Claude
What it does, 5 calls
01Finds the company recordSearch companiesFree
02Lists the people you know thereSearch contactsFree
03Finds open and past dealsSearch dealsFree
04Finds earlier calls with themList callsFree
05Reads what was discussed and agreedCall summaryFree
One runFree on your accounts
You get, an example

Who's who, where the deal stands, what you promised last time, and three questions to ask.

Deal: $48k, Proposal, close date in 12 days
Last call: they asked for SSO and a security review
Ask: "Who signs off on security, and when do they meet?"
✓ It reads your data and changes nothing, and every call shows up in your activity log.

Example only. Not customer data.

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