Client: Global Biopharma Company

Sales reps often go into HCP meetings without a consistent, data-drivenview of the customer, leaving key insights, follow-ups, and objectivesburied across notes, transcripts, and systems.

Cassette built an AI-powered sales preparation platform that aggregates customer history (call notes, follow-ups, transcript insights)and generates a structured pre-meeting briefing with:

• Customer profile + prescribing trends

• Market activity + therapeutic expertise

• AI-driven readiness metrics and targeting signals

• Ranked meeting objectives aligned to customer needs

To strengthen performance, the platform includes an objection-handling roleplay bot tailored to each customer profile and relevantproduct information.

Briefings and action items can be exported as a PDF and alsoconverted into an AI-generated podcast, enabling on-the-gopreparation and more confident, effective HCP conversations.