Guides › Meetings & Calendar
Research the people and company before a call
Get a quick, sourced background brief on a company or organisation before a sales call, interview or partnership chat.
When to use it
Before every sales call or interview
Step by step
Note what you know
Write down the organisation's name and website, and the job titles of the people you're meeting.
Ask for a researched brief
Use an AI assistant with web search switched on and paste this prompt.
Prompt to copySearch the web and give me a short brief on [organisation name, website] before my [sales call / interview / meeting] on [date]. Include: what they do in two sentences, size and location, recent news from the last 6 months, likely priorities or challenges, and 3 smart questions I could ask that show I've done my homework. Link to your sources and say clearly when you couldn't find something.Check the key facts
Click through to two or three of the sources to make sure the details are current, and look at the people's public LinkedIn profiles yourself.
Keep it with the meeting
Paste the brief into the calendar event description so it's in front of you during the call.
What you get
Riverside Bakeries: family-run bakery chain, 14 shops across the South West. News: opened two cafés in Oct; hiring for a head of operations. Likely priorities: staffing new sites, reducing waste. Ask: 'How are you handling stock across the new cafés?'
Tips
- Stick to business information that's public; don't dig into people's private lives.
- AI search can mix up companies with similar names, so check the website matches.