Agent template · Sales
Walk into every call already knowing who you're talking to
Ten minutes of prep makes a sales call twice as good, and it's the first thing skipped on a busy day. This agent pulls together everything you know about the person and leaves a one-page brief on their contact.
How it works
- 1
Someone books a meeting through your Dinabite booking page.
- 2
The agent reads their contact, company, past emails, form answers, deals and notes.
- 3
It saves a short brief on their timeline: who they are, what they seem to want, and three good questions to ask.
- When it runs
- When a meeting is booked
- Works with
- Bookings, Contacts and deals
- You fill in
- Which meeting type (leave empty for any), What matters most on these calls
Why it helps
- Prep happens for every call, not just the big ones
- The brief lives on the contact, so anyone can take the call
- Facts only, nothing invented
Dan Okafor, Ops Director at Brightside Dental (4 clinics). Wants: online booking for all clinics, mentioned no-shows twice in the form. Before: downloaded the pricing guide in March, no reply to the April email. Ask: How are no-shows handled today? Who else signs off? Is a single-clinic pilot an option?
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
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Set up “Meeting booked → call prep brief” in two minutes
Create a free account, fill in a few blanks, and it starts working.