Workflows / Sales and consultants
Research brief before a call
For: Sales and consultantsSaves: Prep time before client calls
Steps
- Paste the client's public 'about' page and recent news.
- Ask for a one-page brief.
- Verify anything important.
The prompt
Copy it, paste into your assistant, fill in the [brackets].
Create a one-page brief: what the company does, likely priorities, 5 smart questions to ask, possible objections. Mark anything uncertain.
[paste]
Tools
Chat assistant with web access
AI can be confidently wrong. Check facts, numbers and anything legal or financial before you rely on it – and keep sensitive data out of public tools.