Five-minute account research brief before a first call

Walk into a discovery call knowing what the company does, what changed recently, and what to ask.

Want it faster? Fill in a form and open the finished prompt in ChatGPT, Claude, Grok, or another AI.

Tools: Perplexity, ChatGPT. Either works; use the one you already pay for.

Steps

Run the research prompt in Perplexity with the company name and website.
Open the sources for anything you plan to mention on the call. Old news is worse than no news.
Paste the verified notes into the second prompt to get call questions.
Save the brief in your CRM notes field for the next rep.

Prompts

Research

Research [COMPANY] ([WEBSITE]) for a sales discovery call. With sources and dates: what they sell and to whom, approximate size, any news from the last 6 months (funding, hires, launches, layoffs), and who leads [DEPARTMENT]. If information is old or uncertain, say so.

Call questions

I sell [YOUR PRODUCT] to [BUYER ROLE]. Based on these notes about the prospect:
[PASTE]

Give me 3 hypotheses about problems they might have that I can help with, and 6 open discovery questions to test them. No leading questions.

Replace anything in [BRACKETS]. AI output can be wrong, so check facts, names, and numbers before you use it.

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