Sales Prep Agent: every rep walks into the call prepared
Our Sales Prep Agent briefs your rep before every call: who they're meeting, what that person has looked at and asked about, what's happened before, and what to ask. It pulls it all from HubSpot, so nobody has to dig.
Trusted by growing businesses in the US, UK and Australia
Good calls start before the call.
Reps go into calls cold.
No time to read the history. Buyers repeat themselves and lose patience.
The history is in five places.
Emails, notes, deals and website visits. Something important gets missed.
Prep takes too long.
Twenty minutes of clicking before each call. Fewer calls, or worse ones.
New reps don't know the accounts.
Nobody wrote down what was agreed. Handovers cost deals.
What a rep gets before the call
Example data. Yours is pulled from your own HubSpot.
Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor.
What the agent does, and what your team does
The agent does the groundwork. People make the calls.
A short brief before every meeting
The agent reads the contact, company, deal, emails, notes and website activity in HubSpot, and turns them into a short brief.
- Who they are and what they've looked at
- What's happened before, and what was promised
- Questions worth asking
So you can spend prep time thinking, not clicking.
Reps bring the judgment
The brief gives the facts. Your reps decide the approach, run the call and log what happens next.
- Briefs before booked meetings
- Next steps logged in HubSpot
- Handovers between reps made easier
So you can have better conversations, more often.
New
Qualified
Quote sent
Won
HubSpot where it fits best, other tools where they do the job better
We build in HubSpot when it's the best fit, so the work sits next to your contacts and deals. When a job needs more, we use Claude skills or agents we build ourselves, and send the results back to HubSpot.
- HubSpot first, when it fits the job
- Claude skills and custom agents for the rest
- Results end up in your CRM
So you can get the right tool for each job, not one tool for everything.
A weekly report from our Reporting Agent
Every agent project and retainer includes our Reporting Agent. It shows ad spend through to pipeline and revenue each week, in plain language.
- Spend, leads, pipeline and revenue side by side
- A short summary every week
- Included, not sold separately
So you can see what's working without digging for it.
Clean data first, then an agent your team trusts
Discovery call
The job you want off your team's plate, and how it runs today.
CRM check
We check the data and processes the agent will rely on, and fix what's missing first.
Build and test
The agent set up in your accounts and tested on real records with your team.
Training and notes
Your team shown what the agent does, where it stops and how to adjust it.
Reviewed and improved
On a retainer, we check its work and adjust it as your business changes.
For sales teams who talk to buyers every day
A good fit if
- Your reps run several calls a day
- Your sale takes more than one conversation
- Account history lives in HubSpot, or should
- You're on HubSpot, or moving to it
Probably not a fit if
- Your team rarely talks to buyers before they buy
- Calls and notes aren't logged anywhere
- HubSpot isn't your CRM, and won't be
Start where it makes sense for you
Every project starts with a discovery call, included. Projects and retainers are quoted in your currency.
Sales Prep Agent setup
Good when you want this agent built and handed over.
- Discovery call and CRM check
- Agent built and tested in your accounts
- Your team trained, with notes
- Weekly report from the Reporting Agent
- Moves into a retainer, if you want
Fractional RevOps
Good when you want your agents run and improved every month.
- Agents reviewed and adjusted monthly
- CRM, reporting and new agents as you need them
HubSpot Audit
Good when you want to know if your CRM is ready first.
- What's working and what's missing
- 1-hour debrief call included
CRM Clean Up
Good when your data needs work before an agent can help.
- Duplicates merged, fields fixed
- Rules that keep it clean
Not sure which fits? That's what the first call is for. See how working with us runs.
What clients say about working with us
Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor, Alyssa helped drive the re-implementation of our Hubspot deployment from the ground up. Alyssa's subject matter expertise was world-class but it was her project management skills where she elevates compared to other consultants. We joked often that we wished we could hire her directly!
We have a unique business with many moving parts and a wide, wide range of needs from different teams and different team members. Add to that, we are a growing start up so in many ways we're still working out our own best approach to things. Alyssa did an amazing job of working with all of the different teams and team members to understand what we're doing currently, what we want to be doing, and help to guide us in how to get there. Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had! To look back a few weeks ago and think that we nearly tried to do this ourselves is laughable, the end result would have been lacking in nearly every aspect without the help of a pro like Alyssa! We still have a lot to learn, but I know we have a strong foundation to build on thanks to Gather 'n' Grow!
Alyssa has been the strategic and technical force behind structuring it all in a way that is scalable, clean and commercially aligned. She doesn't just execute tasks - she understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems. What sets Alyssa apart is her ability to simplify complexity and create order.
Works well with
Finds companies showing buying signals, researches them and drafts first outreach for your reps.
See the agent →AI agentLead Qualification AgentScores new leads, routes them to the right person and flags the hot ones.
See the agent →ServiceHubSpot ImplementationSales Hub set up around how you sell.
Find out more →ServiceFractional RevOpsOne team looking after your tools, processes and reporting.
Find out more →One system, from first click to closed deal
Questions about the Sales Prep Agent
What is a Sales Prep Agent?
It's an AI agent that writes a short brief for your rep before each call, using what's already in HubSpot: who the person is, what they've looked at, past conversations and open deals.
Where does the information come from?
From your own HubSpot: contacts, companies, deals, emails, notes, meetings and website activity. If it isn't in HubSpot, the brief won't have it, so logging matters.
When does the rep get the brief?
Before booked meetings, at a time that suits your team. We agree this with you on the first call.
Does it work for new leads?
Yes, though there's less history to use. For new leads the brief focuses on the company, the enquiry and what they've looked at.
Will reps actually read it?
We keep briefs short and in plain language, and adjust them with your reps after the first few weeks.
What has to be in place first?
Meetings booked or logged in HubSpot, and calls, emails and notes recorded against the right records.
Tell us how your reps prepare today. We'll tell you how the agent would help.
A call with Alyssa. No pitch deck.
- What your reps need before a call
- What's missing from your HubSpot records
- Whether a project or a retainer fits