Step 01 of 6 · Understand · Pre-Call Buyer Intelligence™ # Pre-Call Buyer Intelligence™ turns account evidence into a confidence-ranked brief before you dial. Pre-Call Buyer Intelligence™ is a confidence-ranked brief on a specific buyer, built from account evidence and separated into what is known, what is likely, and what is unknown. It runs before the call, once a rep has an account but has not spoken to the buyer yet. The Buyer's Blueprint, next in the loop, turns this same evidence into a plan for how the conversation should open. [Start now with a PitchGenius plan](https://pitchgenius.ai/pricing) [Watch Demo](https://pitchgenius.ai/product-demo) [Revenue Leak Calculator](https://pitchgenius.ai/roi-calculator) The sample brief ## One sample buyer, sorted into known, likely and unknown, in about ninety seconds of reading. Each claim carries its source and confidence band, separating evidence from inference. Sample data · pre-call brief · Daniel Mercer · Vanishlink before today’s call Pre-call brief · Daniel Mercer · Vanishlink 6 sources · 3 confidence bands · reads in 90 seconds KNOWN - Board publicly committed to margin expansion this year - Champion owns the renewal budget line - Security review completed for a similar vendor in Q1 Earnings callCRM historyEmail thread LIKELY - Consolidation pressure means a displacement, not a net-new buy - Finance will demand a payback window under 12 months - The VP is measured on ramp time, not seat count Job postsPeer dealsOrg signals UNKNOWN - Who signs above $250k - Whether the incumbent contract auto-renews - What failed the last time they tried this Ask in callVerify with champion In practice ## What the brief gives you The brief reports evidence about where this decision stands. The DISC and OCEAN personality read belongs to the Buyer’s Blueprint and is inferred from that evidence. ### Know what is true Board commitments, budget owners and completed reviews, with the source attached. ### See what is likely Inference stays in its own band, so you can weigh it yourself before the call. ### Ask what is missing Who signs, what renews and what failed last time become the questions that move the deal. How it comes together ## It starts from the pipeline CSV you already export and ends in the questions to ask on this call. 1. 01 ### Import the pipeline the CSV export you already have 2. 02 ### Enrichment public signals fill the gaps, sources attached 3. 03 ### Account evidence each claim gets its source 4. 04 ### Confidence-ranked brief facts, inference and gaps separate 5. 05 ### Questions to ask the unknowns become your openers Trust ## Where the evidence comes from. KNOWN FROM THE SAMPLE BRIEF > Board publicly committed to margin expansion this year. Source: Earnings call ## Frequently asked questions ### 01What goes into a pre-call buyer intelligence brief? The brief separates account evidence into three confidence bands: known facts with a source attached, likely inferences kept apart from fact, and unknowns that become the questions to ask on the call. ### 02Where does the evidence come from? Public search results about the buyer, their LinkedIn profile, their employer’s own website and what the CRM record already holds, plus any notes the rep adds. Each claim carries its source so it can be checked. ### 03Does the brief include a personality read? No. The brief reports evidence about where this decision stands. The DISC and OCEAN personality read belongs to the Buyer’s Blueprint and is inferred from that evidence. ### 04When should a rep read it? In the ninety seconds before the call, which is the length the brief is built to fit. See it on a sample deal ## Read it in the ninety seconds before your next call. Book a pilot and run it on your own pipeline. [Start now with a PitchGenius plan](https://pitchgenius.ai/pricing) [Watch Demo](https://pitchgenius.ai/product-demo) [Revenue Leak Calculator](https://pitchgenius.ai/roi-calculator) Keep exploring ## The six steps, end to end. Step 01 · Understand ### Pre-Call Buyer Intelligence™ A confidence-ranked brief on one buyer, short enough to read in the ninety seconds before the call. You are here Step 02 · Prepare ### [Buyer's Blueprint™](https://pitchgenius.ai/learn/buyer-blueprint) A plan for how this call opens, built from your methodology and the pre-call evidence. [Learn more about Buyer's Blueprint™](https://pitchgenius.ai/learn/buyer-blueprint) Step 03 · Observe ### [Live Buyer-State Intelligence™](https://pitchgenius.ai/learn/live-buyer-state) A quiet cue with its reasoning, shown only when the buyer's signal changes during the call. [Learn more about Live Buyer-State Intelligence™](https://pitchgenius.ai/learn/live-buyer-state) Step 04 · Validate ### [Buyer Readiness Index™](https://pitchgenius.ai/learn/buyer-readiness-index) Five readiness dimensions scored after the call, each backed by something the buyer said or did. [Learn more about Buyer Readiness Index™](https://pitchgenius.ai/learn/buyer-readiness-index) Step 05 · Adjust ### [Stage–Readiness Alignment](https://pitchgenius.ai/learn/stage-readiness-alignment) Where a deal sits in your CRM, set against what the buyer has proved. [Learn more about Stage–Readiness Alignment](https://pitchgenius.ai/learn/stage-readiness-alignment) Step 06 · Learn ### [Manager Coaching Report™](https://pitchgenius.ai/learn/manager-coaching-report) A rep's week of calls reduced to the one skill to coach next. [Learn more about Manager Coaching Report™](https://pitchgenius.ai/learn/manager-coaching-report) Step 01: the loop starts here. [ Next Buyer's Blueprint™ →](https://pitchgenius.ai/learn/buyer-blueprint)