> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Brief yourself before a call with Ari
> Get who is who, what changed and what happened on your last call with an account, on one screen you can read in a minute.
export const VideoLoop = ({src, poster, caption, aspect = "3/2", label}) => {
const video = useRef(null);
const [still, setStill] = useState(false);
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}
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};
Ask Ari about an account a few minutes before you dial. You get one short brief from your CRM,
your team's past calls and notes, and the web.
You walk in knowing who signs off, what you talked about last time, and a reason to call today.
**You will end up with:** a one-screen brief on the account and the person you're calling, plus a
suggested opening line. If you want, the key points are saved as a note your whole team can see.
**Before you start:** an open Ari chat. Ari is available on Enterprise and Enterprise Plus seats,
and on Admin seats. Connect your CRM under **Settings** › **Connections** › **Integrations** so Ari can
read deals and past activity. A brief only reads data, so it costs no enrichment credits.
## Steps
Name the company, the person, and when the call is. The more specific you are, the shorter and
sharper the brief.
Brief me on \[company] before my 2pm call with \[name]. Who's who, what changed recently, and what happened on our last call.
**What Ari reads:** the CRM record with its contacts, open deals and recent activity. Your
team's calls with the account, including summaries and transcripts. Notes your team saved on
the account. Then the web, for recent news and current job posts.
If your team has called this account before, go one level deeper.
Summarize our last two calls with \[company]. What objections came up, and what did we promise?
If your team keeps battlecards in Salesfinity, Ari can pull the right one into the brief.
What objections should I expect from \[name], and what does our battlecard say to answer them?
Give me a one-sentence opener for \[name] based on what changed at \[company] since our last call.
Read it, then say it in your own words.
Save the three most useful points from this brief as a note on the \[company] account.
Your team sees the note on the account the next time anyone calls.
Before you repeat a fact on the call, ask Ari where it came from: the CRM, a past call, a note
or the web. A fact from the web can be out of date, so check it with the person.
## Prompts to try
What do we know about \[company]? Keep it to five bullets.
Who else at \[company] have we spoken to, and what was the last outcome with each?
Is \[company] hiring right now, and for which roles?
## You're done when
* You can name the person, their role and what changed at the company.
* You know what happened on your team's last call with them.
* You have an opening line you'd actually say.
## Next steps
Turn the conversation into a follow-up email and a task.
The "Pre-call account brief" skill makes every brief the same shape.
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