Prep for the discovery call with a prospect
Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.
Walking into discovery cold is how reps lose deals before they start. Revo gives every discovery call the prep that great reps always do.
What's in the brief
Company background, who you're meeting (role, background, recent activity), why-now signal, qualification questions per your framework, anticipated objections.
- 1
Pull company research
Stage, recent news, key people, public commentary.
- 2
Read prior outreach
What you said, what they replied, what's still open.
- 3
Draft questions
Tied to your firm's qualification framework.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
File a client attachment into the right matter folder, automatically
When a client sends a signed doc, an exhibit, or a tax return, Revo recognises the matter, files it in the PMS, and sends back a one-line acknowledgement.
Prep for a customer executive meeting
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Calendar a subpoena or deposition notice the moment it lands
Revo reads the notice, calendars the deposition or response date, alerts the team, and drafts the witness or custodian outreach.
Log a court order, calendar the deadline, notify the client
When the court emails an order, Revo logs it in the matter file, calendars every deadline it triggers, and drafts the client notice. all in one move.
Prep and customise the product demo
Twenty four hours out, Revo pulls discovery notes and customer use case into a customised demo plan and tailored deck.
Prep for the 1:1 with your manager
Twenty four hours out, Revo pulls your account book health, recent wins, and risks into a one-page brief for the 1:1.
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