Create a High-Impact Discovery Call Briefing Pack

Prepare a structured discovery call briefing pack in Google Docs that combines CRM notes, stakeholder research, and clear pre-call hypotheses.

💸 Free⏱️ 30 min saved✅ 1912 runs

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Docs sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Open a new Google Doc

Step 2Title the document

Step 3Add a section for CRM Notes

Step 4Add a section for Stakeholder Research

Step 5Insert a table for Stakeholder Research (Optional)

Step 6Add a section for Pre-Call Hypotheses

Step 7Create a bulleted list for Pre-Call Hypotheses

Step 8Add a section for Call Objectives

Step 9Create a numbered list for Call Objectives

Step 10Add a section for Key Questions

Step 11Add a section for Next Steps

Get started with Trinity

What happens when you click "Start with Trinity"