The Pre-Call Brief

What a brief holds

• You confirm the deal: your category in the buyer's words, one rival, the prospect profile and the stage.
• We ask five questions, the ones a buyer asks: shortlist, you against the rival, price, fit, reasons not to.
• Five products, 25 answers, captured by a person in a fresh seat, word for word, each with its share link or screenshot and time.
• The verdict grid, where you lose and why, and what AI got wrong about you, each wrong fact with the page that carries it and the fix.
• A 150-word talk track for the rep, and the rival's Absence Index record where your category is in the Index.
• Within 24 hours of your confirmation. PDF and a CRM-ready note in your account.

The five questions

The same text goes to all five products. The stage is never sent; it shapes the talk track only.

1. Shortlist. I am <prospect profile> buying <category>. Which vendors should be on my shortlist, and why? Give me three to five names with one sentence each.
2. Head to head. <You> or <rival> for <prospect profile> buying <category>: which is the better choice, and why?
3. Price. What does <you> cost? Give me the plans and prices you can find, and compare them with <rival>.
4. Fit. Is <you> a good fit for <prospect profile>? What are its strengths and weaknesses for a buyer like me?
5. Objection. What are the main reasons not to choose <you> for <category>? What do customers complain about?

The prospect profile is industry, size and region in one clause, for example "a residential builder with 40 staff in Texas". The prospect's company is named only when you ask for that on a brief.

How we capture

Each answer in a Pre-Call Brief is captured by a person, in a signed in seat of the named product, in a fresh chat or window with no prior context: ChatGPT in a temporary chat with personalization off, Claude in a new incognito chat with no project and no connectors, Perplexity in a new search thread with no Space and memory off, Google AI Overviews and Google AI Mode in a fresh window. One question, one answer, no follow-up, United States, English. The answer is copied word for word. Where the product offers a share link, the link is saved; otherwise a full screenshot is saved. The time, the product name and the plan shown are recorded, with every address the answer cited. All 25 answers are captured on one calendar day. Nothing is typed except the question. No person's name or contact details ever appear in a question. The prospect is described by industry, size and region, and named only when the buyer asks for that.

For each answer we record whether the vendor is named, its position among the named vendors, whether the rival is named, the answer's own verdict (the vendor, the rival, both, neither), the price the answer states and whether it matches the vendor's own pricing page read the same day, every wrong statement about the vendor with the cited page that carries it, and every address cited. A brief prints counts out of 25, never a rate.

Read the capture rules on our method page

The sample brief

Page one carries the deal, the grid titled "What each product answered" with a receipt in every cell, "What AI will tell your prospect", "Where you lose", "What AI got wrong about you", "Your talk track" and the rival's Absence Index record line. The receipts follow, then what the brief does not prove.

Ten briefs, $490

One tap. Ten deals. Valid for twelve months. The first brief is free for one deal per company. Ten briefs are included in every Fix Sprint and twenty a month in the program. Agencies buy the same pack and may have each brief delivered under their own brand.

The pack is refundable in full within 30 days of purchase if no brief has been delivered; after a delivery, unused briefs are refundable at $49 each on request within the twelve months. A delivered brief is corrected at no charge where a receipt does not support a line in it. The pack carries no credit toward any other offer. Terms

What this brief does not prove

This brief records what five named AI products answered on one date, to one set of questions, from a fresh seat. Answers change between days and between seats, and a signed in buyer with history can see a different answer. A verdict is not a ranking, an endorsement or a judgment of product quality. The brief does not promise a shortlist, a position, a win against the rival, a lead or revenue. Counts are out of 25 answers and are not rates.

For developers

Pre-Call Briefs are available to the account that owns them at GET /api/v1/briefs and GET /api/v1/briefs/<id> with an account API key, receipts included; the demo key returns the sample brief once it is published. Read only. Developers