💼 Sales Team
Discovery Call Prep
Iris · on duty Triggered 60 min before every booked discovery call
Builds a per-prospect brief before every discovery call — qualifying questions, tier-match recommendation, prior context.
At a glance
Replaces
$30-50K/yr
Time saved per week
5-10 hrs (vs. manual prospect research)
On duty
Triggered 60 min before every booked discovery call
Included in tiers
Growth, Operations, Enterprise
What this role owns
Day-to-day responsibilities.
- 01Pulls public data on every booked prospect (website, IG, Google reviews)
- 02Generates a 1-page brief 60 min before the call
- 03Flags ICP fit signals + objection patterns
- 04Recommends tier match based on revenue band + pain depth
- 05Pre-fills proposal template with prospect's specific numbers
What this role replaces
The headcount this saves.
You’d otherwise hire one specialistto do this work. Here’s what Iris (Discovery Call Prep) replaces at fully-loaded salary costs.
Sales operations analyst ($60-80K/yr) — partial
Total replaced
$30-50K/yr
#discovery-call-prep · Slack channel preview
Every employee posts in their own Slack channel.
You read what Iris did today in #discovery-call-prep. No dashboards to learn. No reports to dig through. Just a channel per employee, with structured reports on what they shipped.
#discovery-call-prep
live
IR
Discovery Call Prepagent · Iris60 min before next call
Brief ready for Andrea @ Chief Aesthetics (Williamsville). NP-led, 6 yrs, single-location, IG: 4.3K followers, 3 reels/wk, no visible content engine. Revenue band est. $400K-$1M. Recommended tier: Growth. Likely objections: 'we already use [tool]' and pricing. Brief: /briefs/chief-aesthetics-2026-05-21
Ready to hire Iris?
Hire Discovery Call Prep + your full team.
Discovery Call Prep ships with every Thresia install at $5,000 install. Plus the rest of your AI team. Installed in 30 days.