# Pre-call brief

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

## Steps

1. Finds the company record
2. Lists the people you know there
3. Finds open and past deals
4. Finds earlier calls with them
5. Reads what was discussed and agreed

## Sample outcome

> 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?"

Page: https://gateway.singlebrain.com/workflows/pre-call-brief
Setup instructions for agents: https://gateway.singlebrain.com/llms.txt?workflow=pre-call-brief