The situation: An AE is joining a demo call in 2 minutes. Two external attendees on the calendar invite. She runs the prompt while the meeting loads.
Output: One validated, one flagged, one live signal, one specific opening.
Pre-call brief — Waverly Digital demo
WHO’S IN THE ROOM
- S.R., VP of Sales ✓ — 22 days in role. Decision-maker. First VP Sales hire at a previously founder-led company.
- D.K., Head of Sales Operations ✓ — 14 months in role. Influencer — knows the existing setup better than anyone.
- ⚠ Unknown attendee: a.smith@[waverly].com — not found in Lusha. Confirm who this is when you join.
ACCOUNT CHECK
Flagged: Sales team has grown 34% in the last quarter — 8 new AE and SDR roles currently posted. No M&A, no exec changes outside S.R.’s hire.
ONE THING TO LEAD WITH
S.R. is 22 days in and hasn’t formed opinions on the stack yet. D.K. has been managing the current setup for 14 months. Open by asking D.K. what’s working and what isn’t — get the institutional knowledge on the record before S.R. has to rely on memory they don’t have yet.
Attendees validated via Lusha connector. Calendar pulled from live session. Details masked for privacy.