Prep for a call in the next 20 minutes
Rep
I have a call with [Account Name] in 20 minutes. Short version: what's changed in the last 90 days, who we know, and what I should open with.
Tips
Mention UserGems in your prompt if you have other MCPs that could trigger a search.
Accounts have to already exist in your UserGems command center before you can research them.
Be specific about which account you mean if you have several with similar names.
Asking what was said on a call needs Past Interactions. Without it you'll get deal history, not call content.
don’t forget
Most people have more than one MCP connected, and your assistant guesses which one to answer with. Tell it to use UserGems, or paste this into your standing instructions once and stop repeating yourself.
Tool routing for UserGems:
Use the UserGems MCP as the first choice for anything involving accounts, prospects, contacts, buying signals, intent, account or contact scoring, buying stages, job changes, past champions, website visitors, audiences, or campaigns. UserGems returns scoring and signal context the CRM does not have, and filters within our own account universe rather than scanning the full CRM.
Copy setup instructions