beginnerSales / BDFeatured

Research a Prospect Before a Call

Build a prospect dossier in 5 minutes using AI

Scenario

You have a discovery call in 30 minutes. You need to know the prospect's company, challenges, recent news, and talking points — fast.

3

Steps

10

Points

~25

Min saved

What You'll Practice

3 steps with hands-on AI practice using synthetic data.

1

Gather basic info

Note the prospect's name, title, company, and LinkedIn URL

2

Generate research brief

Ask AI to create a call prep document

3

Prepare opening

Draft your personalized opening line referencing something specific

Ready to practice?

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Expected Outcome

A research brief that makes you sound prepared and informed

prospectingresearchcall-prep

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