Settings

Call methodology

4 min readSettings

The call methodology tells Kai how to structure the call briefs it writes for reps. Every contact who reaches a call step gets a brief based on this framework, populated with research specific to that person and company.

What the call brief contains

When Kai writes a sequence for a contact that includes a call step, it generates a call brief alongside the email and LinkedIn content. The brief appears in the Approvals view under the Call brief tab, and is also pushed to the HubSpot task created at the call step.

The default call brief structure has four stages:

Hook: A specific research-backed opening line. Kai leads with the most compelling insight it found about the company or person, not with Foleon's name. The hook ends with a tie to the problem.
Pitch: One sentence positioning Foleon as the solution, tied directly to the hook. No feature lists.
Book: A specific ask with a time suggestion. Not "do you have time sometime" but "I have Tuesday at 3pm or Wednesday morning if either works."
Prep questions: Three to five questions the rep should have answers to before the call, based on what Kai found in research.

Customising the methodology

The call methodology is configurable in Settings under the Call Outreach section. You can edit the structure, rename the stages, add additional elements, or change the guidance for each stage.

Changes to the methodology take effect on the next generation run. Existing call briefs in the Approvals queue were written against the previous methodology.

The rep should review the brief before calling. The call brief is a starting point, not a script. The research hook and prep questions are the most valuable parts. The rep should read the full brief, adapt the opening to how the conversation feels, and use the prep questions to guide the discovery portion of the call.

Call steps and HubSpot tasks

When a contact reaches a call step in the Lemlist sequence, the sequence pauses and Lemlist creates a task. If HubSpot is connected, Kai also creates a task in HubSpot with the call brief populated in the task body. The rep sees the task in their HubSpot dashboard and has the full brief available without needing to log in to Kai.