-
Prep means ten tabs: LinkedIn, the company site, news, old notes.
Send LinkedIn posts with the author in one click, and highlight and send the company pages and articles that matter.
-
What was said on the last call lives in a recording nobody rewatches.
Add the transcript to the account’s notebook and ask what they said about budget, timing or the decision process. Every answer is cited.
-
Follow-up emails take as long as the call.
Run the meeting notes prompt for decisions, next steps with owners and a follow-up email.
-
Your best discovery questions live in someone else’s doc.
Keep them in the Prompts library and drop them into ChatGPT, Claude or Gemini with a ;shortcut.
-
The CRM holds the deal, not the research behind it.
Kortex doesn’t connect to your CRM. It keeps the research in Gemini Notebook, where search and cited answers can find it.