Ops
Compress the pre-call into three slides
Call books. Deep Research the pair of value props. Dump nothing. Slack the brief. Three slides, then twenty minutes of discovery.
The loop
- 01Start when the call is bookedThe trigger is the calendar, not a weekly research block. No meeting, no brief.
- 02Pull their value prop, then yoursChatGPT on the customer. Cross-ref the seller’s own story (he used TestBox). Two sides, not a company dump.
- 03Run the pair through Deep ResearchThe long read happens here. You are allowed twenty-five pages of research. You are not allowed to hand twenty-five pages to a rep.
- 04Compress into a Google Doc briefThe artifact is the compression. If the seller still has to hunt, you dumped.
- 05Zapier the Slack ping and three slidesBrief hits Slack before the call. A Google Slides POV deck auto-populates. Discovery is about twenty minutes. The deck is three slides.
Most pre-call research is a tab explosion the seller never reads. James’s version is a box that fires when the meeting lands: two value props, one Deep Research pass, one short doc. The point is what gets deleted.
The interesting constraint is the deck, not the model. Twenty-five pages can go in. Three slides come out. Twenty minutes of discovery, then the POV. Zapier is only the last mile — Slack and Slides — so the work is already done when the seller looks.
