Prep for customer calls
Get a brief before any customer call with stakeholders, open issues and past commitments from your meetings and emails.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
Before an upcoming customer meeting
- 2Context
Avoma AI Meeting Assistant reads calendar event, previous meetings, CRM records, emails, and relevant web information
- 3Reason
Pull out who's attending, what each person cares about and what's still open
- 4Act
Build a pre-call brief with context, talking points and next steps
- 5Human judgment
Rep sets the goal and plan for the call
Native feature
Review deal health, pipeline stage, and customer engagement in one place to understand deal progress.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads previous meetings, emails and deal signals for the account, narrowed by what you ask
- 3Reason
Pull out who's attending, what each person cares about and what's still open
- 4Act
Build a pre-call brief with context, talking points and next steps, returned in Ask Avoma
- 5Human judgment
Rep sets the goal and plan for the call
Prompt
Prepare for upcoming meetings with a briefing on stakeholders, unresolved issues, objections, and goals, using previous conversations and available deal context.
Prepare me for my [demo / pricing / closing] meeting with [Account] on [date]. Use past meetings, emails and deal signals to summarize the stakeholders attending, what each cares about, objections still open, commitments made on both sides, and the single outcome I should aim for.
What good looks like
The best prep fits on 1 page and ends with 1 goal for the call.
Know who's attending and what each cares about
Each stakeholder hears your pitch through their own priorities.
List open objections and commitments
Buyers notice when you forget what you promised.
Set 1 outcome for the call
A clear goal keeps the call moving toward a decision.
Customer stories
What teams say
It decreases friction in referring to historical context and accurately maintaining context, making it easier for me to fish out deal specifics that are otherwise hard to find. Avoma has also solved note-taking for me completely, which helped close process gaps and improve skills.
Avoma is very easy to use and provides everything I need (pre and post-call) to perform a solid sales cycle.
Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.
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