Cold call preparation
A game plan for your next call, in the words you'd actually say. It finds one real reason to be calling today, then writes the opener, the two discovery questions worth their time, and the two objections most likely from this role with a short honest answer to each. It also tells you what you'd hear that means politely ending the call.
Published by Oasis Platform · Free to add
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
Claude Managed AgentIt lands in your Oasis
Cold Call Prep is created in your workspace with its instructions and settings already filled in.
You connect its apps
Sign in to Salesforce and HubSpot once and it has everything it needs.
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
Writes outreach that reads like you researched them, because it did. For each prospect it finds one specific, checkable signal — something they published, a change at their company, a problem their product visibly has — and builds the email around it. If there's no real signal it skips the prospect rather than padding with "loved your website".
Oasis PlatformSales & MarketingWalk into the call armed with the prospect's own words. It pulls their career arc, what they've said publicly, what's genuinely changed at their company, and what your CRM already knows about the relationship. Verbatim quotes are prioritised over company boilerplate, because a line they actually said is what a seller can use in the room.
Oasis PlatformSales & MarketingTakes a list of target accounts and finds the people worth contacting inside them. Roles are confirmed current — stale titles are the main source of wasted outreach — and every contact gets a verified email, a recent signal where one exists, and the reason they made the list. Anyone already in an open opportunity is flagged before you touch them.
Oasis PlatformSales & MarketingDoes the CRM work the rep won't, while the call is still accurate. It extracts who attended, the customer's problem in their own words, budget and timeline signals, objections and how they were handled, and the agreed next step. Risk signals — no economic buyer, no timeline, a competitor already in a trial — are called out at the top.
Oasis PlatformSales & MarketingAdd it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.
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