beginnerSales / BD

Research Prospect Before Discovery Call

Use AI to analyze public information and prepare personalized talking points for sales discovery calls

Scenario

You have a discovery call scheduled with a prospect and need to quickly research their company, role, and potential pain points to personalize your approach

4

Steps

10

Points

~45

Min saved

What You'll Practice

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

1

Gather Public Information

Collect the prospect's LinkedIn profile, company website, recent news articles, and any social media posts

2

Identify Pain Points

Analyze their industry, role, and company stage to surface likely challenges

3

Map Your Solution

Connect identified pain points to your product's value proposition

4

Prepare Discovery Questions

Generate open-ended questions to validate assumptions and uncover needs

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Expected Outcome

A personalized research brief with prospect summary, pain points, solution mapping, and targeted discovery questions ready for your call

salesprospectingdiscoveryresearchpersonalization

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