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Brief yourself on a company before a sales call
A one-page snapshot of a prospect's recent posts, news, tone and likely priorities, with three smart questions to open the call.
When to use it
Before every sales or partnership call
Step by step
Gather a few recent posts
Skim the company's LinkedIn page and website news for the last month. Copy the text of three to five recent posts or announcements.
Ask for a call brief
Paste the posts into an AI assistant with web search turned on and use this prompt.
Prompt to copyI have a call with [company name] ([website]) about [what you offer]. Here are their recent posts and news: [paste]. Also search for any recent public news about them. Give me: 1) a 3-sentence summary of what they're focused on right now; 2) their tone and what they seem proud of; 3) likely challenges they might have that relate to [your offer]; 4) three open questions I could ask early in the call; 5) anything to avoid mentioning. Mark anything you're unsure of as 'unconfirmed'. One page max.Keep it with the meeting
Paste the brief into the calendar invite's notes or your notes app so it's in front of you when the call starts.
What you get
Focus: opening a second site in Manchester and hiring 20 staff. Tone: proud of their apprentices. Likely challenge: training new staff quickly. Ask: 'How are you getting new starters up to speed for the Manchester opening?' Avoid: last year's product recall (unconfirmed).
Tips
- Stick to public, business information. Don't dig into individuals' personal social accounts.