What if the call isn’t on my calendar?

Type a name, a company, an email address or a website into “Prepare a prospect.” The brief is ready in about a minute, and the assistant picks it up when the call starts.

How is this different from a CRM record?

A CRM record describes the prospect. A Otik brief tells you what to do on the call: the discovery points to cover, in order, and the objection they’re most likely to raise, with the answer.

Does the discovery plan follow my sales method?

Yes. It’s built from your playbook: your offer, your target customer, your sales method, the objections you hear most. On a team, the playbook is shared and everyone adds to it.

How far ahead of the call is the brief ready?

Within the 24 hours before, as soon as the meeting shows up on your calendar with an external attendee. You can re-run the prep by hand if an email comes in before the call.

Before the call

Your prospect brief writes itself.

For every external meeting on your calendar, Otik builds a brief in the 24 hours before: who you’re meeting, what’s been said over email, what your CRM knows about the account, and the questions to ask. One minute to read before you pick up.

Request access Next: during the call

Calendar, email and CRM, read-only
Ready 24 hours ahead
14-day trial

Tomorrow · 10:30 · 45 min

Terres & Co

Marianne Dupuis, CEO · Discovery

Brief ready

What we know

Landscaping firm, 12 people, Lyon. Lost a major client in September.
Replied to the follow-up email in 11 minutes: “we’re looking for a predictable flow of meetings.”
Already works with a LinkedIn agency, “it works well enough.”

Discovery plan

What “well enough” costs per month
Who decides, and with whom
What one more client is worth
Timeline: before September?

Likely objection

“We already have someone.” Answer: what they measure today, not what we’d do better.

Brief ready · tomorrow 10:30

Your calendar

Every meeting with an external attendee becomes a call to prepare. Internal meetings are left alone.

Your email

Otik reads your threads with the prospect to pull out what’s at stake, the tone, and what they’ve already told you. It changes nothing.

Your CRM and their website

What your CRM knows about the account, and what the company says about itself online. Connect once, and Otik reads them for every call.

The discovery plan

A plan for the call, not just a profile.

The brief lists what you need to get out of the prospect, in order: the trigger, the stakes in numbers, the decision-maker, the timeline. During the call, the assistant follows the plan and checks off each point as you cover it.

9 discovery points: Drawn from your playbook and tailored to this prospect.
Checked off automatically on the call: The moment the prospect answers, without you taking a single note.
A nudge when a key point is still open: Otik flags it as the call moves along.

Discovery plan · live

4 / 9 covered · 18:40

Trigger
Quantified stakes
Decision-maker
Budget
Timeline
Competition
Criteria
Next step
Risk

“Who else weighs in on the decision with you?”

Manual prep

A name or a website is all it takes to prep a prospect.

A prospect messages you on LinkedIn? A meeting booked over the phone? Enter whatever you have. Otik reads the website, finds the decision-maker, re-reads your conversation and builds the brief exactly as it would for a calendar meeting.

Name, company, email or website: One field, and the brief is ready in about a minute.
Picked up automatically on the call: Even with no invite on your calendar.
Refreshed whenever you want: Handy when an email lands between the prep and the call.

⌕terres-et-co.frPrepare

Website read · B2B landscaping, 12 people, Lyon. Maintenance and garden design.

LinkedIn · Marianne Dupuis, CEO since 2019. Posted about hiring in October.

Emails · 2 threads. Last reply in 11 minutes: “a predictable flow of meetings.”

Brief · Stakes, discovery plan, likely objection. Ready.

And during the call

The brief follows you under your camera while you talk.

Marianne, the prospect, on a video call from her office

The salesperson, on a video call from his desk in the evening

FAQ

Frequently asked questions

From your Google Calendar, the emails you’ve exchanged with the prospect, their company website, and your CRM if you’ve connected it. Otik reads these sources only to prepare the call, and never writes anything into your tools without your say-so.