Toolkits & Pre-Call Planning: User Guide & Instructions

Welcome to the Toolkits & Pre-Call Planning master guide. This page provides comprehensive instructions for constructing pre-call strategies, setting purpose-driven meeting objectives, launching custom audio rehearsals, and conducting post-call debriefs in Jenius.

Call Planner: Setting SAM Objectives

Entering a customer meeting without a clear, structured objective leaves the conversation outcome to chance. The Call Planner (located under Toolkits in Jenius) guides you through Janek's pre-call planning framework, helping you establish clear objectives, anticipate customer resistance, and outline key discovery questions.

What is a SAM Objective?

Objectives act as a compass to guide your sales calls toward a desired outcome. Effective call objectives follow Janek's SAM framework:

  • Specific: Describes exactly what you want to accomplish during the call (e.g., "Gain agreement from the VP of Operations to schedule a technical review with their IT team this Friday").
  • Appropriate: Aligns with your current stage in the sales process and customer relationship.
  • Measurable: Provides clear, quantifiable evidence that the objective was accomplished.

Step-by-Step Instructions

Step 1: Open the Call Planner Toolkit
  1. Log in to jenius.janek.com.
  2. Click Toolkits in the main navigation menu.
  3. Select Call Planner from the tool options.
Step 2: Input Opportunity & Customer Context

Enter key information regarding your upcoming meeting:

  • Opportunity & Account Name: Name of the customer organization and deal.
  • Current Stage: Sales process stage (e.g., Discovery, Solution Presentation, Closing).
  • Key Contacts: Names, job titles, and roles of customer attendees.
  • Notes & Context: Paste recent meeting notes, email exchanges, or known customer priorities.
Step 3: Define Your SAM Objective

Type your proposed call goal. Jenius will analyze your objective against the SAM framework and provide instant coaching feedback to ensure it is Specific, Appropriate, and Measurable.

Step 4: Review Your Call Plan Outputs

Click Generate Call Plan to view your completed strategy, including:

  • Legitimate Purpose Statement (LPS): Suggested call opening tailored to your meeting context.
  • Key Discovery Questions: Recommended open-ended questions to explore customer needs.
  • Anticipated Resistance & Rebuttals: Predicted customer objections paired with Janek's EUAC Model (Empathize, Understand, Address, Confirm) responses.

Launching Audio Roleplays Directly from Your Call Planner

Once you have constructed a pre-call plan, Jenius allows you to test your strategy before walking into the live meeting. By launching an Audio Roleplay directly from your Call Planner sheet, the AI coach automatically ingests your specific deal context, customer persona, and SAM objectives.

Step-by-Step Instructions

Step 1: Locate the Roleplay Button
  1. Complete your pre-call plan in the Call Planner toolkit.
  2. Locate the Roleplay button in the upper right corner of your completed Call Planner screen.
Step 2: Start Your Tailored Practice Drill
  1. Click the Roleplay button.
  2. Grant microphone permissions if prompted by your browser.
  3. The AI practice coach will initialize a custom audio roleplay based on the exact customer persona, objectives, and anticipated resistance defined in your plan.
Step 3: Rehearse & Refine
  1. Practice delivering your opening Legitimate Purpose Statement (LPS) and answering simulated customer objections out loud.
  2. Review your AI feedback score on screen after completing the roleplay to refine your messaging before your actual meeting.

Post-Call Planner: Debriefs, Transcript Analysis, and Follow-Up Packages

Reflection after every sales interaction ensures precise follow-up and continuous skill improvement. The Post-Call Planner analyzes call transcripts or meeting notes to evaluate whether your call objective was achieved, extract key buyer commitments, and generate ready-to-send follow-up communication.

Step-by-Step Instructions

Step 1: Access the Post-Call Planner Toolkit
  1. Log in to jenius.janek.com.
  2. Click Toolkits in the main menu and select Post-Call Planner.
Step 2: Choose Your Meeting Input Method

Select how you want to provide meeting details:

  • Option A: Paste Transcript: Paste the recorded call transcript from your meeting.
  • Option B: Paste Notes: Type or paste bulleted meeting notes captured during or after the call.
  • Option C: Guided Reflection Prompts: Answer a brief series of on-screen questions regarding what occurred during the meeting.
Step 3: Review Your Generated Post-Call Debrief

Click Generate Debrief to receive a comprehensive analysis:

  • SAM Objective Evaluation: Assesses whether your pre-call objective was fully met, partially met, or missed based on meeting evidence.
  • Customer & Seller Commitments: Extracts explicit promises made by both you and the customer (e.g., providing pricing data, introducing additional stakeholders, scheduling follow-up sessions).
  • Unaddressed Gaps: Highlights critical questions or deal requirements that were not covered.
  • Follow-Up Execution Package: Provides a ready-to-send follow-up email draft tailored to the meeting outcomes, along with an internal summary for your records.