Steve Sales Prep
Walk into every meeting prepared.
A brief in your Slack before every meeting. Nobody has to ask.
What does Steve Sales Prep deliver?
A prep brief in Slack before every sales meeting. Steve Sales Prep, part of Steve's AI competitive intelligence platform, researches each attendee's profile and company, recalls the past calls you were on, and answers your own prep questions, 25 to 40 minutes before the meeting.
Steve's prep DM before the 10:00 with the prospect, each block traced to the invite or the rep's last call.
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Gong · CallWhat Steve watches → what you get
Your reps walk into every meeting prepared. Nobody had to ask.
Steve reads the calendar, each attendee and your past calls. The brief lands in Slack.
Slack · Direct message
Upcoming Call in ~32 minutes: Discovery call
Stakeholder Role: Decision Maker
View Full Prep
📞 Evaluation call · Sep 28
They are trialling Acme this month. Rollout must land before Q1.
The security questionnaire comes up first. You promised it for Thursday.
Automated by Steve
How it works
Connect once. Every meeting gets prepped.
- 01
Connect your calendar
Steve sees every upcoming meeting.
- 02
Steve researches each attendee
Profile, company and the calls you were on.
- 03
Your questions get answered
Set once, answered before every meeting.
- 04
The brief lands in Slack
25 to 40 minutes before you dial in.
The brief
Everything you need, in one Slack message.
Who you're meeting, what was said, and what to expect.
- Arrives 25 to 40 minutes before every meeting
- Only the past calls you were on
- Open the full brief in Steve in one click
Before the call, Steve's brief lands in Slack, ending with what the buyer will ask.
Your questions
The questions you ask every time, answered.
Set them once. Steve answers them before every meeting.
- Your own questions, or your manager's for everyone
- A suggested stakeholder role for every attendee
- Expected competitor, one tap from its battle card
One saved question, answered for the discovery call. The rest wait below it.
Why not a chatbot
A public model can't read your calls. Steve can.
Ask a chatbot to prep you and it searches the web.
A public model searches the web while Steve reads your calls.
Everything Sales Prep does
Every part of the brief, on one page.
- 01
Auto-prep
A brief for every meeting on your connected calendar, 25 to 40 minutes before it starts.
- 02
/prep on demand
Type /prep in Slack with a LinkedIn URL, an email, or nothing, and pick from your upcoming meetings.
- 03
Past meetings
What was said on calls you attended with the account, from Gong, Avoma, Outreach, Grain, Fireflies or Zoom.
- 04
Pre-call prep questions
Your own saved questions, and your manager's, answered for each meeting.
- 05
Stakeholder analysis
A suggested role for each prospect, and talking points from their recent LinkedIn posts.
- 06
Expected competitors
The competitor expected in the meeting, with a link to its battle card.
- 07
Web brief and share link
Every brief opens in Steve, with a public link you can share.
- 08
Attendee exclusions
Skip auto-prep for specific emails or whole domains.
Frequently asked questions
What does Steve Sales Prep deliver?
A prep brief in Slack before every sales meeting. Steve Sales Prep, part of Steve's AI competitive intelligence platform, researches each attendee's profile and company, recalls the past calls you were on, and answers your own prep questions, 25 to 40 minutes before the meeting.
When does the brief arrive?
25 to 40 minutes before each meeting on your connected calendar. Nobody has to request it. You can also type /prep in Slack at any time.
What can I run /prep with?
A LinkedIn URL, an email address, or nothing at all. With an email, Steve finds the LinkedIn profile first. With no argument, Steve lists your upcoming meetings and preps the one you pick.
Which past calls appear in my brief?
Only calls you were on. Steve checks the participant list, so a colleague's call with the same account stays out of your brief. Calls come from your connected recorder: Gong, Avoma, Outreach, Grain, Fireflies or Zoom.
What are pre-call prep questions?
Questions you want answered before every meeting, saved once. Steve answers them for each meeting from the profile, the company and your past calls. Managers can assign questions to every rep on the team.
Does the brief mention competitors?
Yes, when one is expected. The brief's Expected Competitors block names the competitor and links to its battle card in Steve.
Does Steve analyze stakeholders?
Yes. Steve suggests a role for each prospect, such as sponsor, decision maker, champion, influencer, blocker or end user, and pulls talking points from their recent LinkedIn posts. Treat both as suggestions to review.
How is this different from asking ChatGPT or Claude?
A public model searches the web; Steve also reads your own calls. It knows what was said on your last meeting with the account and the questions your team always asks, so the brief carries context no public search can find.
What if Steve can't find a LinkedIn profile?
Steve preps from your past calls instead. If there is no profile and no past call, it says so rather than guessing.
Can I share a brief or skip some meetings?
Yes to both. Every brief opens in Steve with a shareable link, and you can exclude specific emails or whole domains from auto-prep.
Prepare your team for the next conversation.
A brief in every rep's Slack before every meeting. See it on your own calendar.
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