AI Ready
Contact
Reference asset (optional)
⏱ Previously researched
Pulling HubSpot data + building brief
Persona & how to approach
Why now
Talk track for this role
All signals & activity
Previous outreach & deals
Common Room
Company & industry
Account history in HubSpot
Past meetings & call notes
Phone numbers on file
Company
Research depth
Full research
HubSpot history only
Industry intel only
⏱ Previously researched
Analyzing HubSpot + searching industry intelligence
HubSpot list URL
📞 Reads each contact's sequence, activity, and account data — tells your BDR exactly how to approach the call. Contacts load one at a time, next pre-fetches in the background.
Loading list and preparing first brief
Why you're calling
How to position
Activity to reference
Previous outreach
Account history & past deals
Company intel
Phone numbers on file
📞 Voicemail script
📋 Call script
Edit voicemail / call script with instructions
Saved searches
ICP A/B/C contacts with web visits, email engagement, content downloads, or Common Room signals. Excludes current customers, open deals, contacts in sequences, or those touched in the last 20 days.
Scanning HubSpot for warm signals...
Deals closed lost 6+ months ago worth another look. Excludes lost reasons of No Need, Not Mature Enough, and Competitor, plus any account that is now a customer or has an open opportunity. Sorted so accounts with recent activity float to the top.
Scanning closed-lost deals in HubSpot...