Guides › Sales & Leads
Walk into every sales call fully prepared
A one-page brief on a prospect's business, recent news, likely needs and smart questions to ask, ready in five minutes before the call.
When to use it
Before every sales call
Step by step
Grab the basics
Note the company's website, the person's job title and anything they told you when they booked. A quick look at their LinkedIn company page helps too.
Ask your AI assistant for a brief
Use an assistant that can search the web, such as ChatGPT, Claude or Gemini with search turned on, and paste this prompt.
Prompt to copyI have a sales call with [name, job title] at [company], website [URL]. I sell [what you sell] to [type of customer]. Search the web and give me a one-page brief: 1) what the company does in 2 lines, 2) size and location if public, 3) any news from the last 6 months, 4) 3 problems they likely have that I could help with, and why you think so, 5) 5 open questions to ask on the call, 6) one thing to avoid saying. Include the source link for every fact and say clearly if you couldn't find something.Check the facts
Click two or three of the source links to confirm the key facts, especially news and numbers.
Keep it handy
Paste the brief into your notes app or the calendar event so it's open when the call starts.
What you get
Greenway Joinery: bespoke kitchens, about 25 staff, two showrooms in Leeds. News: opened a second showroom in March (source). Likely needs: more enquiries from new area; quicker quoting. Ask: 'How are leads from the new showroom tracking?' Avoid: assuming they sell online.
Tips
- AI can mix up companies with similar names, so always check the website matches.
- Only use information that's publicly available, and don't dig into anyone's personal life.