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Prepare call agenda for discovery call
Using the lead's CRM profile and notes from marketing, generate a tailored agenda for a discovery call. Attach it to the meeting invite and add it to the shared sales docs.
Jul 2, 2025·502 views
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Agent instructions
You will see instructions as soon as you log in. So here's a sample text so you can't cheat :) You are gonna like Theona, just give it a try! Wanna see a summary? Here it is: Using the lead's CRM profile and notes from marketing, generate a tailored agenda for a discovery call. Attach it to the meeting invite and add it to the shared sales docs.