# Account Research Before a Sales Call, in One Page

Source: https://maito.app/workflows/research-an-account-before-a-call

Ask Maito in Slack to prep you for a call. It reads your calendar invite and CRM, checks the company's site and news, and sends a one-page brief.

Get a one-page brief on the company and the people you're meeting, without opening ten tabs.

[Sales](https://maito.app/workflows/team/sales) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Google Calendar
-   Microsoft 365
-   Cal.com
-   Calendly
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)

## How do you research an account before a sales call?

To research an account before a sales call, mention Maito in Slack with the meeting. It reads the invite and the deal history in your CRM, checks the company's site and recent news, then writes a one-page brief with who they are, past activity, what changed and questions to ask.

## How it's done today

Rep skims LinkedIn, the website, news and old CRM notes minutes before the call.

## What Maito does

1.  Read the calendar invite
2.  Look up the company, recent news and funding
3.  Pull past emails, deals and tickets
4.  Write a brief with talking points and open questions

## Example

**Dana** (1:12 PM):

prep me for my 2pm with Acme.

**Maito** (1:13 PM):

**Acme, 2:00 PM, with Hannah (VP Ops) and Raj (IT)**

**Who they are:** logistics software, 340 people, $45M Series C in August.  
**History:** 25 seats since March 2025 ($18k a year). Open HubSpot deal to grow to 60 seats, $31k, last touched Oct 2.

**Catch:** Marcus, your champion, left Acme in September. Raj is new to the thread and isn't in HubSpot, so Hannah may now be the only one who knows the deal.

**Ask them:**  
• Who replaced Marcus as day-to-day owner?  
• Does the Series C change the 60-seat plan?  
• Is IT reviewing security before signing?

From your calendar invite, HubSpot, and Acme's site and press page.

**Dana** (1:15 PM):

give me one opening line for Hannah.

**Maito** (1:15 PM):

'Congrats on the Series C, Hannah. Before we pick up the 60 seats, who's running this on your side now that Marcus has moved on?'

## How to set it up

When you ask Research an account before a call

Set up

Nothing to set up. Ask in Slack or by email whenever you need it.

Connect calendar

-   Google Calendar
-   Microsoft 365
-   Cal.com
-   Calendly

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It only knows what your CRM, calendar and the public web show. A job change that hasn't been reported anywhere won't appear in the brief.

## Questions

### Which calendar and CRM does it use?

Google Calendar, Microsoft 365, Cal.com or Calendly for the meeting, and HubSpot, Salesforce, Attio or Pipedrive for the deal history. It also researches the company on the public web.

### Does it need me to paste the attendees?

No. It finds the meeting in your calendar and looks the attendees up in your CRM. Mention the meeting in your message so it knows which one you mean.

### Can it flag changes at the account?

Yes. It compares the CRM history with what is public today and calls out things like a champion who left or a new funding round.

## More sales workflows

-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)
-   [Write personal first emails to a list Give it a list of companies and get a researched first email for each one. Sales · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/write-personal-first-emails-to-a-list)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fresearch-an-account-before-a-call)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)