Pre call

Know the room before you join.

Who decides, what they told you, what to cover. Ready before every call, with nothing to fill in.

01  Morning

Your calls today, in one morning email. What matters in each, before the day starts.

One email, each morning

Every customer call on your calendar today.

The open thread in each

What they asked for last, and what is still waiting.

First meeting or fifth

New buyer: the company and the people. Known buyer: their own words.

Sunnyside

Hi,

You have external meetings today. First up:

10:00 · Pilot review · Ashgrove Freight

Your prep is ready

Worth knowing: IT wants the security questionnaire before they sign. Megan Clarke joins for the first time.

Open your prep

Also on your calendar:

  • 13:30 · Pricing (Northwind Logistics)
  • 16:00 · First meeting (Loomcraft)
02  The nudge

A minute before, one small nudge. The agenda is on screen when the call starts.

A nudge, not a bot

Sunnyside never joins the call. It runs on your machine.

Say yes, or ignore it

One tap to start. Leave it, and it stays quiet.

Nothing to copy over

The checklist from your prep sits beside the call.

Ashgrove pilot reviewShould I join?
“My sales reps are more prepared and confident when handling technical questions, thanks to Sunnyside AI's Live Assist. And with Spanish support, we couldn't be happier!”
Coderland
Sergio LlopisVP of Sales & Marketing, Coderland
Sergio Llopis
03 Context

Context from your own record. Every line says where it came from.

Dana emailed · Sep 17
“Our IT team needs the security questionnaire filled in.”
Ask who in IT owns the security questionnaire, and when they can return it.
You sent the pilot plan · Sep 2
“Pilot plan for Denver and Columbus.”
Walk through the two-site pilot plan again, Denver first.
Call with Dana · Sep 5
“How does pricing work per site if we add a second warehouse?”
Check whether pricing per site still works now that they run two warehouses.
Today’s invite
Daniel Brooks, CFO, is not on it. He has never been on a call.
Ask whether finance needs to see the pilot plan.
Also readsOutlookHubSpotSalesforceFiles you sentTheir company site
Questions

What reps ask before the first call.

Do I have to fill anything in before a call?

No. Sunnyside reads your calendar and your record, and preps each customer call itself.

Where does the prep come from?

Your emails with the buyer, your earlier calls, your CRM and the files you upload. Every line shows its source.

What if it is a first meeting?

You get the company and the people on the invite. Their own words come in after the first call.

What happens right before the call?

A small pill shows the meeting one minute before. Tap it to start, or leave it and it stays quiet.

Which calendars does it work with?

Google Calendar and Outlook calendar.

Every call prepared. Before you think about it.