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SalesCallPrepTeam

SalesCallPrepTeam

workforce Workforce

Tools

Perform Google Search
Extract Webpage Content
Get Recent Posts from LinkedIn
Get Personal Profile from LinkedIn
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Google docs API
Google Drive API call
Add/Update content to Google Doc
🗓️

Integrations

Google Docs
Perform Google Search
Extract Webpage Content
LinkedIn

Description

# CallPrep AI - Your Sales Call Intelligence Workforce 🎯 CallPrep AI transforms sales call preparation from hours of manual research into a 10-minute automated workflow. Drop in a job description and company website, and get a professionally formatted sales briefing delivered to your Google Drive—complete with company intelligence, pain point analysis, portfolio matches, and a battle-tested call strategy. # Key Features - 🧠 Intelligent Supervisor Agent - Routes work based on available data, handles incomplete information gracefully - 📂 Smart Portfolio Matching - Vector search finds your most relevant past projects with auto-generated talking points - 📄 Professional Output - Auto-formatted Google Docs with smart naming [Demo Video](https://youtu.be/-ghcorNtBfM) [Setup guide](https://docs.google.com/document/d/1C-USlgacJG_ynqiNZnRX3F_ErmUV_CH8_mpu9JteA1o/edit?usp=sharing) Built for the Liam Ottley × AAA Accelerator Hackathon

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Example Task

Company Name Tech Solutions Inc. (WMS & E-commerce Fulfillment Provider)
Website shiphero.com
Decision Maker Name: John Doe
Job Description
Develop an LLM-driven system to manage and automate high-friction, unstructured data workflows. The system must use an LLM to: 1) Parse and classify inbound Customer Support tickets and emails to determine root cause (e.g., carrier delay vs. picking error). 2) Standardize and extract critical terms (e.g., dimensions, hazmat status) from new Supplier Invoices and Bills of Lading (BOLs) and automatically update the WMS database, thus preventing manual data entry errors that cause shipment failures.

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Extract Webpage Content
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SalesCallPrepTeam

provided an update

{
"confidenceScore": 90,
"dataScarcityWarning": false,
"keyAssumptions": [
"The job description's emphasis on 'high-friction, unstructured data workflows' and 'manual data entry errors' suggests AcmeCorp is experiencing bottlenecks in their operations due to increasing complexity and volume of data.",
"The need for an LLM-driven system implies that current rule-based automation or human intervention is insufficient to handle the variability and scale of their data processing needs."
],
"companyProfile": {
"name": "AcmeCorp",
"website": "https://shiphero.com",
"mission": "To empower warehouses to boost output, lower costs, and achieve high shipping accuracy through smart routing, batching, and AI picking.",
"coreServices": [
"Pack-to-Light fulfillment",
"AI Picking",
"Mobile Pick & Pack",
"Rate Shopping (for shipping carriers)",
"Reporting (Inventory, Sales, Operational, Efficiency)",
"Warehouse Management System (WMS)"
],
"targetAudience": "E-commerce businesses, 3PL (Third-Party Logistics) providers, and warehouses looking to optimize their fulfillment operations."
},
"problemAnalysis": {
"jobTitle": "Develop an LLM-driven system to manage and automate high-friction, unstructured data workflows.",
"inferredGoal": "AcmeCorp aims to significantly improve operational efficiency, reduce errors, and enhance customer satisfaction by automating the processing of complex, unstructured data. This will likely lead to faster resolution of customer issues and more accurate inventory and shipping data, ultimately supporting their core mission of boosting output and lowering costs for their clients.",
"hypothesizedPainPoints": [
"High volume of customer support tickets and emails requiring manual classification and root cause analysis, leading to delays and potential customer dissatisfaction.",
"Manual data entry for supplier invoices and Bills of Lading (BOLs) is prone to errors, causing shipment failures, inventory discrepancies, and operational inefficiencies.",
"Existing systems are not equipped to handle the variability and complexity of unstructured data, creating bottlenecks in critical workflows.",
"Difficulty in scaling operations efficiently due to reliance on manual processes for data handling."
]
},
"competitiveLandscape": {
"competitors": [
{
"name": "TechShipInc",
"positioning": "A popular web-based shipping software for e-commerce businesses, offering integrations with various carriers and sales channels. Focuses more on the shipping label and order management aspect rather than deep warehouse optimization."
},
{
"name": "TechSolv (formerly 3PL Partner)",
"positioning": "Provides warehouse management software specifically for 3PLs, offering robust features for inventory, order, and client management. Likely has more advanced WMS capabilities but may not be as focused on AI-driven operational efficiencies as AcmeCorp."
},
{
"name": "Logistics Group Inc.",
"positioning": "A leading provider of supply chain and omnichannel commerce solutions, including advanced WMS. Caters to larger enterprises and offers a broader suite of solutions, potentially more complex and expensive than AcmeCorp's offerings."
}
],
"strategicOpening": "AcmeCorp's strategic opening lies in leveraging AI and LLMs to tackle the 'unstructured data' problem, which is a common pain point across the logistics and e-commerce fulfillment industry. While competitors offer WMS and shipping solutions, AcmeCorp can differentiate itself by providing a more intelligent, automated approach to handling complex data inputs, leading to superior accuracy and efficiency. This focus on AI-driven data processing can position them as a leader in next-generation warehouse automation, particularly for businesses dealing with high volumes of diverse data."
}
}

🔧
Perform Google Search
Get Personal Profile from LinkedIn
Get Recent Posts from LinkedIn
🔧

SalesCallPrepTeam

provided an update

{
"found": true,
"data": {
"name": "John Doe",
"title": "Founder and CEO, Acme Corporation",
"source_url": "https://www.linkedin.com/in/aaronandml/",
"recent_topics": [
"Posted about Acme Corporation's hiring and live updates from Buenos Aires.",
"Discussed the challenges and fun of solving warehouse problems.",
"Shared insights on AI, logistics, and the impact of tariffs on global trade."
],
"rapport_builders": [
"Ask about Acme Corporation's recent hiring initiatives and global team expansion.",
"Discuss his perspective on AI and technology trends in logistics.",
"Mention his thoughts on the evolving landscape of tariffs and international trade."
]
},
"notes": "High-confidence match found on LinkedIn. John Doe is the Founder and CEO of Acme Corporation, with extensive recent public activity directly related to his role."
}

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Search portefolio
Search portefolio
Search portefolio
Search portefolio
Search portefolio
Search portefolio
Search portefolio
Search portefolio
Search portefolio
Search portefolio
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SalesCallPrepTeam

provided an update

{
"searchSummary": "Core challenge: Automate high-friction, unstructured data workflows (support tickets/emails and operational documents like invoices/BOLs) with LLMs to improve speed, accuracy, and scalability for Acme Corporation’s e-commerce fulfillment context. Primary search targeted LLM-based ticket triage/routing and root-cause analysis; secondary search targeted intelligent document processing (OCR + NLP) with HITL, guardrails, and orchestration; tertiary search looked for logistics/e-commerce projects to evidence domain fit. The most direct match for ticket automation is the AI-Powered Customer Service Chatbot; for document automation, the AI-Powered Claims Processing Automation provides a strong analog; and for production-grade LLM governance, the AI-Powered Public Service Chatbot showcases RAG/guardrails, multilingual support, and compliance at enterprise scale.",
"topMatches": [
{
"project_id": null,
"projectTitle": "AI-Powered Customer Service Chatbot",
"summary": "Built an LLM-driven customer support assistant for an e-commerce company, fine-tuned on product and policy data, with automated intent classification, suggested resolutions, and seamless handoff to agents. Reduced response time by 85% and support costs by 40% while maintaining high CSAT.",
"relevanceJustification": "Directly addresses Acme Corporation’s high-volume ticket/email triage by automating classification and first-response. Demonstrates LLMs grounded in company knowledge, context-preserving handoffs, and measurable SLA improvements—key to Acme Corporation’s goal of faster issue resolution and higher customer satisfaction."
},
{
"project_id": null,
"projectTitle": "AI-Powered Claims Processing Automation",
"summary": "Automated extraction and validation from semi-structured claim documents using NLP and computer vision, with a workflow engine to route complex cases to specialists. Achieved 68% faster processing and 42% cost reduction.",
"relevanceJustification": "Strong analog for supplier invoices and Bills of Lading: high-variance documents, field extraction, and HITL routing. Maps to Acme Corporation’s need to remove manual data entry errors, integrate with back-office workflows, and scale document throughput with quality controls."
},
{
"project_id": null,
"projectTitle": "AI-Powered Public Service Chatbot",
"summary": "Deployed a multilingual, LLM-backed virtual assistant for a government agency, fine-tuned on regulations with analytics, guardrails, and continuous improvement loops. Reduced call center volume by 65% and increased satisfaction by 28%.",
"relevanceJustification": "Demonstrates production-grade LLM orchestration with grounding, guardrails, and compliance—critical for Acme Corporation’s unstructured data automation at scale. Relevant for ticket classification and accurate responses with PII/privacy considerations and enterprise reliability."
}
]
}

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SalesCallPrepTeam

provided an update

{
"verificationStatus": "Verified",
"checksPerformed": {
"completenessCheck": {
"passed": true,
"notes": "Agent 1 and Agent 2 outputs are present. Agent 2 found 3 matches."
},
"confidenceCheck": {
"passed": true,
"notes": "Confidence (90) is high and aligns with specific, plausible pain points and a targeted strategic opening."
},
"coherenceCheck": {
"passed": true,
"notes": "Agent 2's top matches address Agent 1's pain points: ticket/email triage (Match 1), document extraction and HITL for invoices/BOLs (Match 2), and production-grade LLM governance/guardrails (Match 3). No contradictions detected; Match 3 is cross-domain but relevant for orchestration."
},
"scarcityCheck": {
"passed": true,
"notes": "Data scarcity warning is false. No gaps; keyAssumptions are reasonable but not critical."
}
},
"finalAssessment": "All checks passed. The reports are coherent, internally consistent, and actionable. Proceed to strategic synthesis."
}

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🔧

SalesCallPrepTeam

provided an update

Sales Briefing: Acme Corporation

1. Executive Summary (The TL;DR)

  • The Client: Acme Corporation, a Warehouse Management System (WMS) provider for e-commerce and 3PLs, is facing operational bottlenecks due to high-friction, unstructured data workflows.
  • Our Angle: They are trying to achieve scalable, error-free operations by automating manual data processing. We are the ideal partner because our past work, particularly the AI-Powered Customer Service Chatbot and AI-Powered Claims Processing Automation, proves we can deliver this dream outcome with minimal time and effort.
  • The Goal of This Call: To establish our expertise by aligning their specific pain points (manual ticket triage, invoice/BOL data entry) with our proven solutions and to secure a follow-up technical demo.

2. The Strategic Narrative

  • 🎯 Dream Outcome: They want to eliminate the operational drag from unstructured data, allowing them to scale efficiently, reduce costly errors, and enhance their core value proposition of speed and accuracy for their clients.
  • Proof of Achievement (Our Top Matches):
    • AI-Powered Customer Service Chatbot: This project is our silver bullet for their support ticket problem. It's a direct match because it automates the classification and first-response for high-volume customer emails/tickets. Mention the key result: Reduced response time by 85% and support costs by 40%.
    • AI-Powered Claims Processing Automation: This is the perfect analog for their invoice and Bill of Lading (BOL) challenges. Use it to prove we can handle high-variance documents, extract data accurately, and integrate human-in-the-loop workflows. Mention the key result: Achieved 68% faster processing and 42% cost reduction.
    • AI-Powered Public Service Chatbot: Use this to de-risk the engagement and prove our enterprise-readiness. This shows we understand production-grade LLM orchestration, data security, and compliance—critical for building a reliable system at scale.
  • Pain We're Solving (Time Delay & Effort):
    • They are currently wasting time and resources on the high volume of customer support tickets and emails requiring manual classification and root cause analysis.
    • Their team is likely frustrated by manual data entry for supplier invoices and BOLs, which is prone to errors, causing shipment failures and inventory discrepancies. Our solution directly eliminates this manual effort.
    • Their growth is being throttled because existing systems are not equipped to handle the variability and complexity of unstructured data.

3. Key Talking Points & Pitch Angles

  • Opening Hook: Start by acknowledging their goal and connecting with the CEO, John Doe: "John Doe, I saw you're hiring for an LLM specialist to tackle unstructured data workflows. It seems like you're at a critical point in scaling Acme Corporation's operations, and it's a challenge we've helped other leaders solve."
  • Connecting Pain to Proof: When they mention a problem like support ticket overload, immediately bridge to your case study: "That sounds very similar to the challenge we solved for a major e-commerce company. We built them an AI assistant that cut response times by 85%. We can do the same for you."
  • Analogous Problem Solving: When they discuss invoice or BOL errors, pivot to the analogous project: "That manual data entry problem is exactly what we tackled in the insurance space with claims processing. We automated extraction from complex documents, which is a very similar challenge to what you face with BOLs. We were able to reduce processing costs by over 40%."
  • Leverage their Competitors: "While solutions from competitors like Tech Solutions Inc. or LogiCorp offer robust WMS features, they don't solve the underlying friction from unstructured data. Our AI-driven approach is a key differentiator that attacks the root cause of these inefficiencies, positioning you as a leader in next-gen warehouse automation."

4. Insightful Questions to Ask

  • "You mentioned needing to solve for 'high-friction' data workflows in the job description. What's the biggest obstacle you've faced when trying to fix this internally?"
  • "Looking ahead 12 months, what would the successful resolution of this data challenge unlock for your business and for your clients?"
  • "How are you currently handling the manual data entry for supplier invoices and Bills of Lading? What is the downstream business impact of an error in that process?"
  • (For Rapport) "I saw your posts about the team in City, Country and your thoughts on AI in logistics. How do you see AI evolving the WMS space beyond what competitors are doing today?"
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🗓️
Add/Update any content to Google Doc
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SalesCallPrepTeam

provided an update

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🔧

SalesCallPrepTeam

provided an update

🎉 Sales Briefing Complete!

Your comprehensive sales briefing for Acme Corporation is ready. Here's what my team delivered:

📊 Process Summary

Phase 1 - Intelligence Gathering (Complete)

  • Bob Johnson researched Acme Corporation's business, pain points, and competitive landscape
  • Jane Smith profiled John Doe (Founder & CEO) with rapport-building insights
  • Alice Brown identified 3 highly relevant case studies from our portfolio

Phase 2 - Quality Assurance (Complete)

  • Mark Lee verified all intelligence reports
  • Status: ✅ Verified - All checks passed with 90% confidence score

Phase 3 - Strategic Synthesis (Complete)

  • Emily Davis created a comprehensive, value-based sales briefing

Phase 4 - Document Upload (Complete)

  • Carlos Garcia uploaded the briefing to Google Drive

📄 Your Sales Briefing

Access the full briefing here:
🔗 Acme Corporation Sales Briefing - Google Doc


🎯 Key Highlights for Your Call with John Doe:

The Opportunity

Acme Corporation needs to automate two critical unstructured data workflows:

  1. Customer support ticket classification (carrier delays vs. picking errors)
  2. Supplier invoice/BOL data extraction (dimensions, hazmat status)

Your Winning Case Studies

  1. AI-Powered Customer Service Chatbot - 85% faster response time, 40% cost reduction
  2. AI-Powered Claims Processing Automation - 68% faster processing, 42% cost reduction
  3. AI-Powered Public Service Chatbot - Enterprise-grade LLM orchestration with guardrails

Rapport Builders for John

  • His recent posts about hiring and regional team expansion
  • His thoughts on AI trends in logistics
  • His insights on tariffs and global trade

Opening Hook

"John, I saw you're hiring for an LLM specialist to tackle unstructured data workflows. It seems like you're at a critical point in scaling Acme Corporation's operations, and it's a challenge we've helped other leaders solve."


You're now fully prepared to close this deal! 🚀

CallPrep AI - Your Sales Call Intelligence Workforce 🎯

CallPrep AI transforms sales call preparation from hours of manual research into a 10-minute automated workflow. Drop in a job description and company website, and get a professionally formatted sales briefing delivered to your Google Drive—complete with company intelligence, pain point analysis, portfolio matches, and a battle-tested call strategy.

Key Features

  • 🧠 Intelligent Supervisor Agent - Routes work based on available data, handles incomplete information gracefully
  • 📂 Smart Portfolio Matching - Vector search finds your most relevant past projects with auto-generated talking points
  • 📄 Professional Output - Auto-formatted Google Docs with smart naming
    Demo Video
    Setup guide
    Built for the Liam Ottley × AAA Accelerator Hackathon

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