Sales calls
LinkedIn meeting prep for sales calls
Before a discovery call or demo, open the prospect's LinkedIn profile and click Prep for Meeting. You 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 section | Why it matters here |
|---|---|
| Career arc | Tells you whether they are new to the seat or have owned it for years — which changes the whole pitch. |
| Talking points | Specific, non-generic openers you can lead with instead of small talk. |
| Common ground | Shared employers, schools, or cities that make the call feel like a conversation. |
| Their company in 30 seconds | What the business actually sells, so your framing lands. |
| Watch-outs | Recent job changes and sensitive topics to steer around. |
When people reach for it
- Right before an inbound discovery call
- Prepping the attendee list for a multi-stakeholder demo
- Re-engaging a deal after a champion changes roles
- Warm outbound where the first line has to earn the reply
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.