Use AI to create a multi-layered prep plan that adapts as you discover new insights before a sales meeting.
Before an important sales meeting, you can use AI to build a flexible prep plan that changes as you learn more about your prospect and their needs. Start by asking the AI to outline key topics to research, questions to prepare, and potential objections to anticipate. Next, update the plan by feeding new information from recent emails, LinkedIn posts, or news articles, letting AI adjust your approach and suggest fresh talking points. This step-by-step, evolving prep keeps you organized, confident, and ready to handle anything the meeting throws your way.
Try this prompt today
“Act as my sales prep assistant. Help me create a flexible meeting prep plan for a call with a prospect named [Prospect Name]. Start by listing key areas to research about their company, industry challenges, and potential objections. Then, after I share new info about them, update the plan with tailored questions and talking points based on that. Provide the plan in a clear, easy-to-follow format.”
March 19, 2026
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