Prep note
Get the behaviors that move the deal before the call.
Zime spots the risk on the deal, then hands your seller the behaviors your best reps use to beat it. Straight from your CRO strategy and tribal knowledge.
AEsSDRsSEsCS
The problemHours of prep
Great prep takes hours. Reps get minutes.
What you haveInsights: what happened
TodayThu
1:00 Renewal syncBack to back
1:30 Pipeline reviewBack to back
1:52 PM
2:00 Acme FreightEvaluation call
CRM
OpportunityAcme Freight
QualifyDiscoverEvaluationProposalClosed
Amount$84,000
Next stepNot set
“Dana: pricing? send the deck?”
Give me the insights from my last call with Acme Freight
Dana asked about pricing. A follow-up was sent. Next step: to be decided.
What’s missingGuidance: what to do next
What is needed on this call?
Next steps from generic AISend the deckHighlight our ROIOffer a discount“I don’t trust this.”
A call insight, a summary, or a context graphtells you what happened.
A Zime prep notetells you what your best reps would do.
The prep note↓
Meet the prep note from Zime.
Zime runs the deal through your Behavior Graph, then sends the note before the call.
Your tribal knowledgeNever in your data: what your best reps know
+Deal contextProduct, competitor, persona, objection
+Your CRO strategyWhat you set this quarter
Behavior GraphPicks the behavior by role, stage, and strategy
A behavior is a proven move from your best reps: what to do, when, and why. Start from 1,200+.
↓Know the deal contextProduct, competitor, persona, stage
Know what happenedThe last call, one click away
Know what could go wrongThe risk, linked to its call
Know what winning looks likeWhat to leave the call with
Know what to doMoves, from your behaviors
Know where it comes fromYour tribal knowledge, named
Know it is testedEvals, shown on the note
Ask anythingFollow up without leaving Slack
# acme-freight
Zime AMAAPP1:30 PM
⏰ Prep note: Acme Freight, evaluation call
Deal context: Product: Fleet analyticsCompetitor: the incumbentPersona: VP of OperationsStage: EvaluationThis quarter: Beat the incumbent
Last call: Dana Whitfield, VP of Operations, asked for a cost comparison against the incumbent. Review last call →
Potential risk: The incumbent is cheaper, and no economic buyer is on the thread yet. call →
🎯 Win condition: Leave with the economic buyer named and a date for the cost comparison.
Your 3 moves
Ask me anything- Show total cost of ownership. Not license price. Source: North America sales leader
- Ask who signs off. Above the VP of Operations. Source: Q4 CRO strategy
- Share a similar rollout plan. From a won deal. Source: top AEs’ won deals
▲ High win correlation✓ CRO approved✓ Eval passed
Delivered in your flow of work
SlackMicrosoft TeamsEmailHubSpotSalesforceYour agentsClaude, ChatGPT, through MCP
Connects to your calendar, CRM, and call recordings.
Specific to the role
A prep note specific to the role
The behavior fits the seat, the stage, and the strategy.
Built for the seat
AEs, SDRs, SEs, and CS each get the behavior for their call.
Role, stage, and strategy
Picked from your Behavior Graph, so the move fits the deal.
Tribal knowledge, not generic advice
What your best reps in that role actually do.
AESDRSECS
# acme-freight-se
Zime AMAAPP1:15 PM
⏰ Prep note: Acme Freight, technical discovery
Deal context: Product: Integration suiteCompetitor: the incumbentStage: Technical discovery
Last call: Their team named three integration pains and two evaluation criteria. Review last call →
Potential risk: The integration with their current CRM has not been scoped. call →
🎯 Win condition: Leave with the evaluation criteria confirmed in writing.
Your 2 moves
- Confirm the integration before the demo. Source: top SE calls
- Ask how data flows today. Source: Q4 CRO strategy
▲ High win correlation✓ CRO approved✓ Eval passed
Tested
Tested before a seller ever sees it
No AI slop in front of your buyers. The Enterprise Sales Harness tests every behavior first.
Correlated with your wins
Shows up in your won deals, missing in your lost ones.
Approved by your CRO
Authorized for this quarter. Updated when strategy shifts.
Learned from your top reps
Traced to their calls and the CRO’s plan.
Behavior under test
Pricing objectionShow total cost of ownership
Tested on your past deals
Won dealsSellers ran itMoved forward
Lost dealsSellers skipped itStalled
Eval passedWin-loss correlation checked
Sent to sellersDelivered in the flow of work
Right where your sellers already work
The meeting starts it. You set the timing.
Your tools
Slack, Teams, email, HubSpot, Salesforce, or your own agents.
Your timing
A day before, an hour before, or any time you choose.
No new tool
Sellers stay where they already work.
Your timing
A day beforeAn hour beforeAny time you choose
Your tools
Slack
Microsoft Teams
Email
HubSpot
Salesforce
Your agents
Manager coaching
See who ran the behavior, and who didn't
Coach the skipped call, not a random one, in pipeline review.
Who ran it
Programmatic Adoption counts the behaviors your reps ran.
Week by week
Against each rep's own baseline, not logins.
Reps stay in control
Reps can apply, adapt, or override a behavior. Missing evidence is never counted as a skip.
Show total cost of ownership in a pricing objectionWho ran it
Chris DaltonAE · Next step set
RanMaya BrooksAE · Next step set
RanRiley StoneAE · No next stepCoach this call
SkippedJordan LeeAE · Next step set
RanCustomer results
What Versa Networks asked for, and what changed.
You should have a tool available that will give them just-in-time information. I’m going for a call, I’m up against Fortinet, can you help me?
Chitresh YadavVP and Global Head of Sales Engineering, Versa Networks79%of Versa’s SEs now run the right technical discoveryUp from 20% in three months. It counts behaviors run on live deals, not logins.
“Zime is a useful tool for the account executives themselves and not just managers. It’s a self help tool for AEs.”
Mickey SinghSales Enablement Lead, Versa NetworksVersa Networks’ own results with Zime overall, not prep notes alone. Read the Versa Networks story →
21-day proof of value
See your sellers walk in ready, in 21 days.
Start with one team. We set the baseline first.
Days 1 to 7
Set the baseline
Pick one team. Connect calendar, CRM, and calls.
- Baseline
Days 8 to 14
Prep notes reach the team
A note before every call, where they work.
- Notes in the field
What teams ask
Before you book
What is in a prep note?
The deal context, the risk on the deal, the win condition, and two or three moves. Each move shows its source and its evals, and you can ask follow-up questions in Slack.
Why not just ask ChatGPT or Claude?
A general AI can summarize what happened. It does not know which behaviors win in your company. Zime sends the risk and the behaviors from your CRO strategy and tribal knowledge, tested on your won and lost deals.
Will reps feel monitored?
Reps stay in control. They can apply, adapt, or override any behavior. Unclear cases get human review, and missing evidence is never treated as proof a rep skipped the behavior.
When and where does it arrive?
The meeting starts it, and you set the timing: a day before, an hour before, or any time you choose. It arrives in Slack, Teams, email, your CRM (HubSpot, Salesforce), or through your own agents, including Claude and ChatGPT through MCP. During the call, Live Coach sends a short live prompt.
Where do the behaviors come from?
Your CRO strategy, your tribal knowledge, and what won in similar deals, encoded in the Behavior Graph. You start from 1,200+ behaviors.
How do we know the behaviors are right?
The Enterprise Sales Harness runs evals on every behavior before a seller sees it, including win-loss correlation.
Start your proof of value