Before the call
Walk into every sales call prepared
A short brief for every meeting, built from your calendar, past calls and your team’s documents.
Ready for the hard questions
Each brief lists the objections and technical questions this buyer is likely to raise, with answers from your docs.
- Objection“We already use Northstar.”Lumen sets up in a day.
- Technical“Does it work with Epic?”Yes, through the HL7 connector.
- Technical“Where is our data stored?”In the US, encrypted.
A reminder as the meeting starts
Before a call starts, a small window offers the brief and a Start button.
Starts in 2 minutes
Acme Health
With Dana Ruiz
Your next call is always one click away
See your next call, open its brief, or start Inkly from your computer’s tray.
What’s in a brief
The same five parts, every time.
The goal of the call
What this meeting needs to achieve.
What happened last time
Concerns they raised and promises you made.
Who is attending
Each person’s role and what they care about.
Questions they may ask
Likely objections, with answers from your documents.
What you still need to learn
Questions about budget, process and timeline.
Where the brief comes from
Nothing to re-enter.
Your calendar
Google Calendar or Outlook.
Earlier calls
Everything said with this company before.
Your CRM
Deal stage and history from Salesforce or HubSpot.
Your team’s documents
Pricing, competitor guides and product FAQs.
Qualify deals the way your team already does
Pick your team’s method. Inkly fills it in as the buyer answers.
MEDDICC
For larger deals with several decision-makers.
- Metrics
- Economic buyer
- Decision criteria
- Decision process
- Paper process
- Identified pain
- Champion
- Competition
BANT
A quick check for shorter sales cycles.
- Budget
- Authority
- Need
- Timeline
SPICED
Built around the customer’s problem and its impact.
- Situation
- Pain
- Impact
- Critical event
- Decision
See Inkly on a real sales call
Book a 30-minute demo. We’ll show you Inkly helping on a live call, using material like your own.