Sales calls

LinkedIn meeting prep for sales calls and cold calls

Before a cold call, discovery call, or demo, open the prospect's LinkedIn profile and click Prep for Meeting. BDRs, SDRs, and account executives get their career arc, four to five specific talking points, any common ground worth mentioning, a 30-second read on their company, and a drafted opener — so the first two minutes sound researched instead of scripted.

What this replaces

  • Skimming a profile in the ten seconds while the call connects
  • Opening with “so tell me about yourself” because you have nothing better
  • Missing that they used to work at your best customer
  • Repeating a pitch that does not match what they actually own

What you use from the profile summary

Summary sectionWhy it matters here
Career arcTells you whether they are new to the seat or have owned it for years — which changes the whole pitch.
Talking pointsSpecific, non-generic openers you can lead with instead of small talk.
Common groundShared employers, schools, or cities that make the call feel like a conversation.
Their company in 30 secondsWhat the business actually sells, so your framing lands.
Watch-outsRecent job changes and sensitive topics to steer around.

Example profile summary for a recruiter screen

Anonymized example

Snapshot — Jordan Ellis, Director of Revenue Operations at Brightline · 5 months in role

Career arc — Jordan spent four years on the agency side before moving in-house, then stepped into RevOps at Brightline this year. The profile shows a pattern of inheriting messy reporting stacks and rebuilding them.

Talking points — Ask what they inherited versus what they get to rebuild; ask about the second-region expansion their team posted about; ask which number they are measured on this quarter.

Common ground — You both worked at Acme, different years. Worth one light sentence, not a whole minute.

Suggested opener — “You're five months in after four years agency-side — is the reporting stack something you inherited, or something you get to rebuild?”

Watch-outs — Very new in the seat, so avoid assuming they own the current process. A competitor logo appears earlier in their history.

This is an illustrative example. Your actual profile summaries are generated from the candidate's own LinkedIn profile text.

LinkedIn Recruiter alone vs. LinkedIn Recruiter + Call Me Ready

TaskWithout Call Me ReadyWith Call Me Ready
Finding the prospectSales Navigator and a data tool get you the name and the number.Same list; Call Me Ready adds the prep once you're about to talk to them.
Pre-call researchSkim the profile while the call connects, or skip it on dial 30.One click turns the profile into a one-page summary with openers and common ground.
Cold-call openerThe same script on every dial.A drafted line tied to their actual moves, reusable in a voicemail or DM.
Multi-stakeholder dealsOne generic pitch for the whole buying committee.A separate summary per stakeholder, so each thread gets its own angle.

Guides for outbound reps

When people reach for it

  • A BDR or SDR cold-call block — prep the top ten names before the first dial
  • A meeting booked out of a sequence, where the call should not sound templated too
  • Right before an inbound discovery call
  • Prepping the attendee list for a multi-stakeholder demo
  • Multi-threading an account so each stakeholder gets a different angle
  • Re-engaging a deal after a champion changes roles

Other use cases

Ready before the call.

Install Call Me Ready™, open any LinkedIn profile, and click Prep for Meeting. Your first 5 profile summaries each month are free.