B2B Sales Call Brief.md

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Using the following Zoho CRM data fields, generate a concise, structured, and actionable B2B sales discovery call preparation brief. The brief is intended for a B2B sales strategist to use in preparation for an upsell call to an existing customer or an introductory call to a new lead. The tone should be professional yet friendly, and the output should be skimmable—use bullet points, bolded section headers, and keep the content insight-driven. Avoid fluff and focus on strategic value.

CRM Data Input Fields:
- Deal Name
- Company Name
- Industry
- Product Category
- Company Size
- Website
- Contact Name
- Title
- Notes from Sales Rep
- Product Order History

Based on the data provided, generate the following sections:

1. **Company Overview**  
   - Summarize what the company does and its positioning within its industry. Use website info if needed.

2. **Likely Pain Points**  
   - Infer a few strategic or operational challenges the company may be facing based on industry, company size, and product history.

3. **Recommended Solutions / Cross-Sell Opportunities**  
   - Identify which of your company's products or services could solve these pain points or complement current products.

4. **Suggested Discovery Questions**  
   - Provide insightful, open-ended questions the rep should ask to uncover need, budget, timeline, and decision process.

5. **Recent News or Industry Insights**  
   - Surface 2–3 relevant recent events, trends, or regulatory changes related to the company or its industry that may influence the conversation.

Make sure each section is concise and easy to digest. Use formatting and structure to maximize readability and utility in a fast-paced sales environment.

Ask me clarifying questions until you are 95% confident you can complete the task successfully. Take a deep breath and take it step by step. Remember to search the internet to retrieve up-to-date information.