arrows-pre-call-preplisted

## Before you start Check what other tools and data sources you have access to. Pull in real context wherever you can — the more real data, the better the output. Don't ask the rep to go find information you can look up yourself. **Core sources:** - **CRM (HubSpot, Salesforce, etc.):** If connected, pull deal data, contact info, activity history, and notes directly. Cross-reference what the rep says with what's actually in the CRM. - **Call recordings (Gong, Fathom, Fireflies, etc.):** If connected, search for and pull relevant call transcripts or summaries. Look for recent calls with the companies mentioned. - **Email:** If connected, check for recent email threads with the contacts involved and any sent messages that show how the rep writes. - **Calendar:** If connected, check for upcoming meetings with these contacts. **Extra sources (often overlooked but high value):** - **Chat (Slack, Teams, etc.):** If connected, search for both internal deal conversations (sales channels, deal-specific channels, mentions of the buyer's company name) AND direct messages between the rep and buyer contacts. Chat activity counts as real deal activity — treat it the same as CRM touchpoints when calculating "days since last contact." - **Contracts and signing (DocuSign, PandaDoc, etc.):** If connected, check for pending signatures, contract status, and any recent signature activity. Contracts sitting unsigned are often where deals quietly die. - **Documents and knowledge (Notion, Google D