Your reps walk into meetings unprepared.

Sidekick sends a full deal brief to Slack or Teams 15 minutes before every call. Automatically.

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Works with

Slack

MS Teams

9:00 AM

Discovery call booked

HubSpot logs the meeting. Sidekick starts watching the calendar.

2:45 PM · 15 min before

Brief lands in Slack

Deal stage, open tasks, last activity, contact notes — automatically.

Meeting Prep

SidekickAPP2:45 PM

🗓️ Your meeting starts in 15 minutes

Meeting: Discovery Call — Meridian Health
Contact: Claire Osei, VP RevOps
Deal: Enterprise · $24,000 · Demo Scheduled
Last activity: Email opened 3 days ago
Open tasks: 2 overdue

ContextClaire flagged manual CRM logging as a key pain point. Confirmed interest in Slack-HubSpot sync on Feb 6.

View DealAdd Pre-Call Note

3:00 PM

Rep walks in prepared

No tab-switching. No scrambling. Full context, zero effort.

The problem

Context exists. It just never reaches the rep at the right moment.

The 5-minute scramble is costing you deals

Reps tab-switching through HubSpot while a prospect is on hold. Misremembering the last conversation. Missing that the contact changed roles. These aren't rep failures — they're the result of context living in the wrong place at the wrong time.

HubSpot has the data. Reps don't have time to find it

The deal history, open tasks, last activity, contact notes — it's all there. But navigating to it, interpreting it, and acting on it before a meeting requires discipline that breaks under the pressure of a packed calendar. The system works. The workflow doesn't.

Unprepared reps run weaker discovery

When a rep doesn't know what was said last time, they re-ask questions. They miss signal. They come across as disorganised to a prospect who assumed they'd be remembered. First impressions compound — and unprepared discovery is often where deals quietly die.

How Sidekick solves it

The right context, at the right time, in the right place

Sidekick watches your HubSpot calendar. When a meeting is coming up, it pulls the relevant deal, contact, and account context and sends it directly to the rep in Slack or Teams — before they even think to look.

01 — Pre-Meeting Brief

A full deal brief, 15 minutes before every call

For every HubSpot-linked meeting, Sidekick automatically compiles a brief — deal stage, deal value, last activity, open tasks, contact history, and notes — and sends it as a Slack or Teams DM. No setup per meeting. No rep action required.

Trigger 15 minutes before meeting start (configurable)

Source HubSpot-linked meetings from the rep's calendar

Delivered to Meeting organiser via Slack or Teams DM

Meeting Prep

SidekickAPP2:45 PM

🗓️ Your meeting starts in 15 minutes

Meeting: Discovery Call — Meridian Health
Contact: Claire Osei, VP Revenue Operations
Deal: Enterprise Plan · $24,000 · Demo Scheduled
Last activity: Email opened 3 days ago
Open tasks: 2 overdue

Context from HubSpotClaire mentioned her team struggles with manual CRM updates. Confirmed interest in Slack-HubSpot sync on Feb 6.

View Deal in HubSpotAdd Pre-Call Note

02 — Post-Meeting Outcome Capture

CRM updated within minutes of the call ending

Right after the meeting ends, Sidekick prompts the rep to log the outcome and set the next step — inline in Slack or Teams. One tap. Notes sync to HubSpot automatically. The CRM stays current without any admin discipline required.

Trigger Meeting end time + configurable delay

Actions Log outcome, add notes, set next step

Result HubSpot updated automatically from Slack or Teams

Meeting Update

SidekickAPP3:34 PM

✅ How did the Discovery Call go?

Contact: Claire Osei — Meridian Health
Deal: Enterprise Plan · Demo Scheduled

Outcome:

Add NotesSet Next StepView in HubSpot

03 — No-Show Recovery

Every missed meeting actioned, not abandoned

When a rep logs a No Show, Sidekick surfaces a suggested recovery action and logs the outcome in HubSpot automatically. Deals don't quietly die because a prospect didn't show up.

Trigger No Show or Rescheduled outcome selected

Actions Send follow-up, reschedule, update deal stage

Result Missed meetings don't become dead pipeline

Meeting Update

SidekickAPP4:02 PM

⚠️ No Show logged — Acme Corp

Contact: John Carter — Acme Corp
Deal: $18,000 · Demo Scheduled
HubSpot: Meeting outcome logged automatically

Suggested next stepRe-engage within 24 hours. Deals with fast follow-up after a no-show close at 2× the rate.

Send Follow-UpReschedule

Workflow templates

Live in under 30 minutes

Connect HubSpot, pick your Slack or Teams workspace, choose your channels. Every template is pre-built and configurable from day one.

🗓️

Pre-Meeting Brief

Triggered before meeting

Reps walk in with full context

For every HubSpot-linked meeting in a rep's calendar, Sidekick sends a Slack or Teams DM with the full deal brief — stage, value, contact history, last activity, open tasks, and notes. Delivered 15 minutes before the meeting by default.

Trigger N minutes before meeting start (default: 15)

Delivered to Meeting organiser via Slack or Teams DM

Data pulled Deal, contact, last activity, open tasks, notes

Configurable Lead time, meeting type filter, fields shown

Meeting Prep

SidekickAPP10:45 AM

🗓️ Your meeting starts in 15 minutes

Meeting: Quarterly Review — Stackline
Contact: James Tran, Head of Sales Ops
Deal: $36,000 · Proposal Sent · 14 days in stage
Open tasks: None

ContextJames asked about MS Teams support on the last call. Proposal includes Teams detail on page 3.

View DealAdd Note

✅

Post-Meeting Outcome Capture

Triggered post-meeting

CRM updated within minutes of every call

After the meeting ends, the rep gets a Slack or Teams prompt to log the outcome and set the next step. One tap. Notes sync to HubSpot automatically. No admin, no remembering, no missed updates.

Trigger Meeting end time + configurable delay (default: 5 min)

Delivered to Meeting organiser via Slack or Teams DM

Actions Select outcome, add notes, set next step

Result HubSpot meeting outcome updated automatically

Meeting Update

SidekickAPP11:34 AM

✅ How did it go with Stackline?

Contact: James Tran — Stackline
Deal: $36,000 · Proposal Sent

Outcome:

Add NotesSet Next Step

⚠️

No-Show Recovery

Triggered on no-show

Deals rescued before they go cold

When a rep logs a No Show, Sidekick surfaces a suggested recovery action and logs the outcome in HubSpot automatically. No deal slips through because a meeting didn't happen.

Trigger No Show or Rescheduled outcome selected

Actions Reschedule, send follow-up, update deal stage

Result Missed meetings don't become dead pipeline

Meeting Update

SidekickAPP4:02 PM

⚠️ No Show — Acme Corp

Contact: John Carter — Acme Corp
Deal: $18,000 · Demo Scheduled
HubSpot: No show logged automatically

Suggested actionRe-engage within 24h. Deals with fast follow-up after a no-show close at 2× the rate.

Send Follow-UpReschedule

Why this works

The brief that shows up — not the one reps have to find

Most meeting prep tools require the rep to do something — open an app, run a query, click a button. Sidekick requires nothing. The brief shows up. That's the entire insight.

⏰

Proactive, not reactive

Sidekick doesn't wait for reps to ask for context. It watches the calendar, knows when a meeting is approaching, and pushes the brief automatically. Zero effort required. Zero missed meetings.

🎯

Specific to the deal, not generic

Every brief is pulled from the live HubSpot record. The rep sees their actual notes, the actual open tasks, the actual last interaction. That specificity is what makes preparation meaningful — not a template, not a summary.

🔄

Prep and capture in one loop

The same Slack message that prepares the rep for the meeting captures the outcome after it. One workflow, closed loop. Reps don't need two different prompts or two different tools. It's one message that bookends the call.

📊

RevOps gets complete meeting data

When every meeting outcome is captured in Slack immediately after the call, HubSpot becomes the source of truth it was meant to be. Pipeline reporting gets accurate. Coaching conversations get grounded in real data.