We look at your calendar, pull the latest from HubSpot, and generate a 5-minute brief before your meeting.
Currently onboarding design partners with 5–40 calls a week
Prep is scattered and time-consuming.
Before every call, you're digging through emails, notes, CRM, and Slack just to figure out what's going on.
It takes 20–40 minutes. Every time.
And even then, you might miss something.
We prep your upcoming calls
Connect your calendar + HubSpot
No heavy setup. We just need your meetings and your CRM.
We prepare the brief
We pull recent emails, notes, and activity into a clean summary.
Read it before your call
5 minutes. You're ready to crush your call.
Not another dashboard
Dashboards are great for reporting.
They're terrible 5 minutes before a call.
You don't need charts. You need to know what's going on.
Always up to date
Your brief reflects the latest activity across your tools.
No more digging
Everything you need is in one place before your call.
Grounded in your data
Pulled directly from your CRM and real customer interactions.
See what's happening across your customers
We also roll up patterns across your team's conversations so you can spot trends early.
Simple pricing
🎉 Free for Design Partners
$15
Free
per user/month
✓ AI-powered call prep in under 5 minutes
✓ Auto-synced notes back to your CRM
✓ Weekly briefings for every upcoming call
✓ Relationship history & context at a glance
✓ Manager-level pipeline visibility
✓ Built for HubSpot
No credit card required · Join as a design partner today
