Prepare for a call

One sheet for the call you are about to take: the goal, what to say, what to ask, and the answer to their likely pushback.

How to do it

Open Inbound in the menu on the left and press Prepare a call. On a finished pitch, Prep a call in the ⋯ menu opens it with the company filled in.
Type the company or its website.
Pick which call it is: First call, Discovery / follow-up, Pitch / proposal, Negotiation / closing or Kickoff / check-in.
If you like, press More options and add a note about the call.
Press Prep me. The sheet holds the goal, how to frame it, what to say, what to ask, the pushback with an answer, and how to close.
Press Copy the sheet to keep it as plain text.

With a pitch already written for the company, the sheet uses its research and lands in under a minute.
Your sheets are kept under Recent preps on the same screen.
You can leave the screen while it works.