Meeting Preparation Brief
Pull every signal from a contact and their company — what they care about, who else is involved, what competitors they're evaluating
I have a sales call with [Contact Name] at [Company Name] in 30 minutes.
From Clearcue, pull everything we know about this person AND their company:
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Their signal history: Every interaction they've had — what they engaged with, when, how often. What topics do they care about most?
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Company signals: Has anyone else at this company triggered signals? Who? What did they engage with? (This tells me if there's internal alignment or multiple stakeholders interested.)
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Competitor exposure: Has this person or anyone at their company engaged with competitor content? What specifically? (This tells me what they're comparing us to.)
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Conversation starters: Based on their signal data, what are 3 things I can reference naturally in the call that show I understand their world? NOT "I saw you liked our post" — more like insights about the topics they're interested in.
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Potential objections: Based on their engagement patterns (what they engage with vs avoid), what objections might come up?
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Multi-thread map: Who else at this company should I be talking to? Any signals from other departments or seniority levels?
Give me this as a one-page brief I can scan in 5 minutes before the call.
Requirements
Brand and/or competitor signals running
Pro tip
The 'competitor exposure' section is the real weapon. If you know they've been engaging with [Competitor]'s content about [specific feature], you can proactively address your differentiation on that exact point without them even bringing it up.
What happens
Clearcue pulls the complete signal history for the contact and their company. Claude synthesizes it into a pre-call brief that tells you what they care about, who else is involved, what competitors they're evaluating, and what to say. You walk in knowing more than they expect.
Time saved
30 min → 1 prompt
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