Pre-call prep

Get the full picture on an account before every call.

Reps walk into discovery, demo and renewal calls without the latest context. Hops pulls the deal history, the last email threads and the account’s open items into a short prep note.

How it runs: Ask Hops, with a skill so the output has the same format every time. An optional automation preps every call on the calendar each morning.

What it does

• Pulls the latest CRM record. Contacts, stage, open opportunities and recent activity from Salesforce or HubSpot.
• Reads the last two email threads. Hops summarizes what was said and what is still unanswered.
• Checks the Space. Notes, the account plan and earlier prep in the account Space are included.
• Writes a short note. One paragraph plus 3 bullets on what to focus on, with a source for every point.
• Flags risks. Likely objections and open commitments are listed so there are no surprises.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Prep me for the Acme call.

Prep me for tomorrow's Globex renewal and flag anything we promised.

Who will be on the Northwind demo and what do we know about each person?

What happened in the last two threads with Initech?

Give me 3 questions to ask Acme and the objections to expect.

Example reply:

Call prep for Acme:

• On the call: Dana Ortiz (VP Ops, champion), Lee Chen (security).
• History: demo on Oct 2, security review still open.
• Focus on SSO, 200-seat pricing, and the Q4 timeline.
• Likely objection: Net-60 payment terms.

What you get

• An answer in chat, in the same thread, with the prep note and sources.
• A saved Doc, when you ask for one. Say “save this as a doc” and Hops writes it to Docs in the account Space.
• An automatic prep note per call, if you turn on the optional morning automation, posted to the account Space.

Connections needed

Connect these apps. Each card opens Connections in the app.

HubSpot

Deals and contacts (or Salesforce).

Gmail

Recent email threads (or Outlook).

Google Calendar

Finds the calls scheduled today.

Slack

Optional: posts the prep notes.

Set it up

1. Connect your apps

   Connect your CRM, Gmail or Outlook, Google Calendar and Slack in Connections.

   See Connections.

2. Pin account context

   Create a Space per major account and pin the ICP, deal brief and account plan in Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You prep the sales team for their calls. When given an account or deal name, pull the latest CRM record, the last two email threads, any open opportunities, and any notes in the account Space. Produce a one-paragraph prep note plus 3 bullets on what to focus on. Always cite the sources.
   

   See Build a skill.

4. Schedule it (optional)

   Each weekday at 8am Hops scans that day’s scheduled calls and posts a prep note per meeting to the account Space, saved in Docs.

   See Automation.

5. Ask

   Ask Hops in chat any time before a call.