Set the goal with purpose.
Prepare the assumptions you need to test, such as the current problem, its impact, and who is involved in the decision.
Preactik for sales calls
Discovery calls work best when you understand the problem before reaching for the pitch. Explore Preactik for following buyer conversations and keeping important details close.
The everyday friction
“It is too expensive” might mean the budget is fixed, the value is unclear, or the decision-maker is missing. Rushing to an answer can leave the real issue unexplored. The useful next move is often a question.
A familiar scenario
A buyer says the current process takes too long. Instead of immediately demonstrating a feature, you ask where the delay occurs, who is affected, and what a better outcome would look like. The transcript preserves the buyer’s wording for your follow-up.
Put it into practice
Prepare the assumptions you need to test, such as the current problem, its impact, and who is involved in the decision.
Follow the Google Meet transcript. Use the Live Help preview as a starting point for a clarification, rather than a script to read verbatim.
Export and review the transcript. Write a recap using the buyer’s actual priorities, then confirm the action, owner, and timing.
Small changes that matter
Ask what makes the current approach difficult. A specific example is more useful than a broad statement of interest.
Check suggested numbers, feature claims, and delivery commitments against your own product information before saying them.
Reference the problem discussed and the action agreed. Avoid a generic “just checking in” email with no clear purpose.
Know the preview’s boundaries. Google Meet in desktop Chrome is the current focus. Live Help is in preview; automatic summaries, cloud transcript history, and workflow integrations are planned. Check availability →
Follow the discussion without losing the details that shape the decision.
Explore meetingsPractice clearer answers and review what you actually said.
Explore interviewsCapture customer context across onboarding, check-ins, and difficult conversations.
Explore customer successExplore a meeting copilot designed to keep useful context close, when the conversation matters.