☎️ Prepare Your Calls with Personalized Insights
KomboAI helps you prepare for meetings and sales calls directly from the tools you already use — whether that’s LinkedIn, your Calendar, or your CRM.
In just one click, you get AI-powered insights tailored to your prospect’s personality, behavior, and engagement style, ensuring every conversation feels natural and effective.
🔹 Step 1: Prepare from LinkedIn
When viewing a contact on LinkedIn, KomboAI automatically displays an insights panel:
🔍 Personality Graph – Understand your prospect’s behavioral profile (e.g., Explorer, Virtuoso, Influential).
🧭 Engagement Strategy – Get practical Do’s and Don’ts for communicating effectively.
📞 Quick Actions – Find emails or phone numbers, add to CRM, or save to your KomboAI list.
💡 Example:
If your prospect is an Explorer, KomboAI suggests keeping messages concise, technical, and practical — helping you adjust tone and content instantly.
🔹 Step 2: Prepare from Your CRM (HubSpot Integration)
Inside HubSpot, KomboAI enriches each contact record with a side panel that includes:
📋 Professional Overview (company, role, and seniority)
🔗 Behavioral Type (e.g., ESFJ, ISTP, etc.)
🎯 Selling Context – Select your approach (e.g., Company USP, Pain-Based, etc.)
🔮 Prep Call button – Launches AI-generated preparation insights tailored to that contact
When connected, KomboAI also shows real-time data from HubSpot:
Contact stage (Lead, Opportunity, etc.)
Last activity date
Company relationship
This ensures your pitch aligns with where the deal currently stands.
🔹 Step 3: Prepare Directly from Your Calendar
Before your meeting, KomboAI automatically detects participants and links them to their profiles.
From your calendar event:
Click the KomboAI icon to open insights for each attendee
Instantly access behavioral and communication preferences
Review icebreakers, pitch ideas, and key talking points
💬 Example:
If your meeting is with Alessandro Percivalle, KomboAI may suggest:
Icebreakers about CADMATIC’s engineering innovations
Budget-related questions tied to digital transformation
Communication Do’s such as “Engage with enthusiasm and energy”
🔹 Step 4: Use “Prep Call” for Deep Insights
Click Prep Call to access KomboAI’s guided preparation interface.
It includes:
💬 Icebreakers – Personalized conversation openers based on company or shared topics
💸 Pitch Frameworks (BANT, MEDDIC, etc.) – Contextualized questions tailored to your product and prospect
⚙️ Do’s & Don’ts – Tone and style adjustments based on behavioral type
Each insight helps you adapt dynamically — whether you’re speaking with a technical decision-maker or a people-focused collaborator.
🔹 Step 5: Apply Insights During the Call
KomboAI’s call prep view remains accessible during your meeting.
You can keep it open beside your video call to:
Reference icebreakers or questions in real time
Follow the pitch structure as the conversation progresses
Note down new details or next steps immediately
This ensures every discussion is structured, relevant, and highly personalized.
🔹 Step 6: Continue the Workflow After the Call
After your call, KomboAI helps you:
Log interactions automatically in HubSpot
Review updated engagement scores
Generate next-step recommendations (follow-ups, messages, or meetings)
All insights remain available inside the prospect’s KomboAI profile for future reference.
🎯 Key Benefits:
Save preparation time across tools
Align communication style with each prospect
Boost meeting success rates through personality-based insights
Centralize preparation, execution, and follow-up — all within KomboAI
🛠️ Troubleshooting
Insights not loading? Make sure the KomboAI extension is active on the platform you’re using.
Missing participants in calendar? Re-sync Google Calendar under “Integrations.”
Data mismatch in CRM? Use the “Unmatch” option, then re-sync the contact.
Need help? Contact [email protected].
👉 Next: Learn how to Personalize Your Messaging and Outreach Campaigns using the same insights generated during your call preparation.