Stop scrambling before customer calls
Pull account details, deal history, and open tickets into a single pre-call brief so you walk into every customer conversation fully prepared.
Overview
Every customer call starts the same way: open HubSpot, scan the account, check deal stages, switch to Zendesk for open tickets, maybe pull up old notes. By the time the call starts, you are still getting oriented. This template pulls everything into one brief so you show up prepared, not scrambling.
How it works
Give the AI a company name or contact. It searches HubSpot for the account record, pulls recent deals and their stages, and checks for open tickets. Then it searches Zendesk for any active support conversations tied to that account. Finally, it compiles everything into a structured Google Doc with account health signals, open issues, recent deal activity, and suggested talking points you can review before your call.
Who this is for
Customer Success Managers, Account Managers, and anyone who runs recurring customer calls across a book of business. If you spend more than five minutes pulling context before every call, this template gives that time back.
Suggested prompt
Help me prepare for my upcoming call with [company name]. Look up the account in HubSpot and pull the company record, any open deals with their current stages, and any open tickets. Then search Zendesk for recent support tickets related to this account. Compile everything into a Google Doc titled "Call Prep: [company name] - [today s date]" with sections for Account Overview, Deal Status, Open Support Issues, and Suggested Talking Points.
Frequently asked questions
What apps does the customer call prep template connect?
This template connects HubSpot, Zendesk, and Google Docs. It pulls account details and deal history from HubSpot, retrieves open support tickets from Zendesk, and compiles everything into a pre-call brief in Google Docs.
How does this template prepare me for customer calls?
The template gathers key account information from your CRM and support platform, then creates a structured Google Doc with account health signals, recent deal activity, open support tickets, and suggested talking points. You get a complete brief without opening multiple tabs.
Who is the customer call prep template designed for?
This template is built for Customer Success Managers, Account Managers, and anyone who runs recurring customer calls and needs quick access to account context across their CRM and support tools.
Can I customize what information goes into the call brief?
Yes. The prompt is fully customizable. You can specify which HubSpot properties to pull, filter Zendesk tickets by status or priority, and adjust the Google Doc format to match your preferred brief structure.