Now in beta · Free tier available

Prep briefs for every
demo booking.

A 60-second conversation after every Calendly booking captures attribution, qualification, and context — then delivers a prep brief to your rep and the data your CMO needs.

Start for freeSee how it works
Free tierNo credit card10-minute setup
acme.com/booked
You're booked — Tue 2:30pm
Quick prep for your call with Acme
How did you first hear about Acme?
Lenny's podcast — the Kyle Poyar episode.
Nice. What would make this demo a win for you?
Want to see how attribution handles podcast leads.
Inbox · Prep brief
Fromtalksoon <briefs@talksoon.app>
SubjectPrep brief: Sarah Chen at Acme · Tue 2:30pm
Source
Lenny's Newsletter podcast — Kyle Poyar episode on PLG pricing
What they want
See how attribution handles podcast-driven leads end-to-end
The problem

Your demo forms are
full of empty fields.

Every marketing and sales team has seen these. Nobody fills them in.

The field
“How did you hear about us?”
Your prospect writes “LinkedIn.” You never know which post. 40% of pipeline stays “direct traffic” in your dashboard.
The field
“What brought you here today?”
Your prospect writes “interested in learning more.” Your rep walks in cold.
The field
“Anything we should know?”
Your prospect skips it. Your team improvises every call.

The data is crappy, the reps are unprepared, the CMO has no attribution.
Everyone knew this. Nobody fixed it.

The fix

What if that conversation
happened after they booked?

No friction before commitment. Real engagement after.

Before — nobody fills this
How did you hear about us?
What brought you here today?
What's your team size?
What tools do you use today?
Anything else we should know?
Budget range
After — everyone engages
While you're here…
Quick prep for your call
How did you first hear about Acme?
A friend at HubSpot recommended it.
Nice. What would make this demo a win for you?
No extra form fields before booking — no drop-off.
Conversation happens after commitment — higher engagement.
Data is captured, enriched, and delivered — automatically.
How it works

Four steps. Zero work
for your prospects.

Step 01
Prospect books a demo
Same Calendly flow as today. Nothing changes for them upfront.
Step 02
They land on a prep page
Confirmation of their meeting plus a friendly chat: “Quick question while you’re here, it’ll help us prep for your call.”
Step 03
60-second conversation
3–4 smart questions. Adaptive — drills into vague answers. Skip-friendly.
Step 04
Your rep gets the brief
Email with talking points and context. Structured data lands in your dashboard.
For your reps

Your rep walks in prepped.

The brief lands in their inbox before the call. No spreadsheet, no scrolling, no guessing why this prospect is here.

Talking points
AI-suggested opening topics grounded in what they actually told you.
Questions to ask
Specific discovery questions tied to their use case and current stack.
Similar customers
Relevant references pulled from your dashboard by industry and stage.
Inbox
Fromtalksoon <briefs@talksoon.app>
Tojamie@acme.com
SubjectPrep brief: Sarah Chen (Acme) · Tue 2:30pm
Source · Confidence: high
Lenny's Newsletter podcast — Kyle Poyar episode on PLG pricing
What they want from this call
See how attribution handles podcast-driven leads, end-to-end.
Talking points
—Open with the Kyle Poyar episode — they liked the PLG framing.
—Walk through podcast attribution flow with episode-level data.
—Reference how Notion uses similar self-reported attribution.
Questions to ask
—What are you using today to attribute podcast leads?
—How does your CMO measure podcast ROI right now?
For your CMO

Real attribution.
Not a guess.

The dark funnel — podcasts, communities, AI search, friend-of-a-friend — finally shows up in your dashboard.

Episode-level podcast ROI
Know which shows and which guests actually drive pipeline.
Dark funnel visibility
Communities, referrals, AI search, all captured by the prospect themselves.
Revenue matchback
Self-reported attribution joined to closed-won. Your CFO will believe you.
Dashboard · Pipeline by source
Last 30 days
Podcast
$240k
Community
$175k
Referral
$132k
Direct
$98k
Paid search
$64k
Insight
Lenny's Podcast mentioned 12× this month — $240k in pipeline. Software attribution shows it as “direct.”
Pricing

Simple pricing. Start free.

Every workspace starts on Free with 50 conversations per month. No credit card. Upgrade only when you outgrow it.

Free
$0 / mo
Evaluation and SMB try-out — every new workspace starts here.
50 conversations / mo
Email notifications
Calendly redirect or embed
Basic dashboard
Start for free
Starter
$99 / mo
SMB B2B running fewer than 500 demos a month.
500 conversations / mo
Everything in Free
Custom branding
Priority email support
Buy
Most popular
Growth
$299 / mo
Scaling B2B — 500 to 2,000 demos a month.
2,000 conversations / mo
Everything in Starter
Custom domain
Advanced prep recommendations
Buy
FAQ

Common questions

The ones we hear most often from sales and marketing teams.

Will this slow down my booking flow?
No. The chat appears on the post-booking confirmation page. Your prospect has already booked. If they skip it, nothing changes.
What if prospects don’t engage?
The experience is skip-friendly. Expected engagement based on early data is 30–50%. Even at 30% you get 5–10× richer data than the empty text fields you have today.
Do I need to replace Dreamdata or HockeyStack?
No. talksoon runs alongside your existing attribution stack. Self-reported attribution fills the dark funnel gap that software-based attribution can’t see.
Is this GDPR / privacy compliant?
Yes. Prospects opt in explicitly. No audio recording. Conversation data is stored encrypted. SOC 2 on the roadmap for Q3.
What scheduling tools does it support?
Anything with post-booking redirects: Calendly (Standard+), Chili Piper, Cal.com, SavvyCal. Custom booking flows work via JS embed.
Will my prospects find the chat annoying?
The chat appears after a 2-second delay, has a clear dismiss option, is capped at 4 turns, and never re-asks if skipped. Framed as helpful prep for them — not a survey for you.

See what your next demo
booking could look like.

Free up to 50 demos / mo. 10-minute setup. First prep brief in under an hour.

Start for freeBook a 15-min demo