Walk into every demo already knowing the funding stage.
You sell a $500–$5K/mo product. Inbound is messy: half the bookings are price-shopping, a third want a demo, the rest want a different product. You need the meetings that matter and a pre-written reply for the rest.
Setup
- Async-first triage
Set this event type's Triage to Ask first. Pricing questions get a paste-able reply; demos open the calendar; out-of-scope requests get politely declined.
- Sales discovery tone
Brief preferences → Tone: Sales discovery. The auto-prep brief surfaces stage, hiring signals, recent funding announcements, and ends with a suggested opener.
- Verified company facts
Industry, headcount, tech stack, and funding stage land in the brief pre-verified, so you stop guessing whether the prospect is Series A or pre-revenue.
- Intake form
One question: "What are you trying to solve?" — required, textarea. Threads into the brief so you walk in with their stated intent.
Triage: Ask first Brief tone: Sales discovery Brief depth: Standard (200w) Custom angle: "Flag funding stage and headcount prominently" Intake question: "What are you trying to solve?" (required)
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Try this setup