One-page prospect research brief
Use this 10 minutes before a call. Paste the prospect's website copy, LinkedIn About section and any notes, and get a one-page brief that tells you what they do, what they likely care about and where you fit.
Use this when you want the call to feel organized from the first minute. You get a timed agenda you can share, plus a natural opening script that sets expectations and earns permission to ask questions.
The full prompt is included in the pack.
Get the pack — $14Why ChatGPT: ChatGPT is good at conversational, spoken-style scripts that sound natural when read aloud.
3 tips for this prompt come with the pack.
Preview of the example output. The full example comes with the pack.
Use this 10 minutes before a call. Paste the prospect's website copy, LinkedIn About section and any notes, and get a one-page brief that tells you what they do, what they likely care about and where you fit.
You are a senior account executive helping me prepare for a sales call. Build a one-page prospect brief using ONLY the research I paste below. You do not have live access to the internet unless browsing is turned on, so do not invent facts, funding, headcount or customers. If something is not in the material, write "Unknown — ask on the call." Prospect company: [prospect company] Person I am meeting: [contact name and role] What I sell: [what you sell] Research (pasted): """ [pasted research] """ Produce the brief with these sections: 1. Company in two sentences — what they sell, to whom, and how they seem to make money. 2. Signals worth noticing — 3 to 5 specific details from the research (new product, hiring, expansion, a complaint, a priority the contact posts about). Quote or cite the line each one comes from. 3. Likely priorities for [contact name and role] — 3 bullets, each labelled "Stated" (in the source) or "Inferred" (your reasoning, with one line on why). 4. Where we might fit — 2 or 3 plausible problems my offer could solve for them, ranked by how strongly the research supports it. 5. Risks and unknowns — what could make this a poor fit, and the facts I still need. 6. Three conversation openers that reference something specific from the research, without sounding like I stalked them. Keep the whole brief under 400 words. Use short bullets. Be honest when the evidence is thin.
Yes. It is plain-language and written to work in all three. Best fit: ChatGPT. ChatGPT is good at conversational, spoken-style scripts that sound natural when read aloud.
Replace each bracket with your own details: [prospect company], [contact name and role], [call goal], [call length minutes], [how the meeting came about]. The more specific your input, the more useful the result.
It is part of the Sales call prep in 15 minutes pack ($14, one-time), which includes 8 prompts. The $59 All-Access Bundle includes every pack.
No. The example was made for a fictional business to show the shape and quality of the output. Your result depends on your input and the model, so review and edit before you use it.
Usually not. Free plans handle most prompts. Paid plans help when you paste in long documents or run a long multi-step sequence in one chat.
Use this 10 minutes before a call. Paste the prospect's website copy, LinkedIn About section and any notes, and get a one-page brief that tells you what they do, what they likely care about and where you fit.
Use this after your research brief to get a prioritized list of open-ended discovery questions tailored to this prospect, grouped by stage of the call, with the reason behind each question.
Use this before a call where price, timing or a competitor is likely to come up. First the model predicts the objections this prospect is likely to raise. Then it drafts honest responses and clarifying questions you can actually say.
Use this when a call really matters. The AI plays your prospect, with realistic resistance, for a practice run. Then it steps out of character and scores how you did against the skills that matter.