Use AI to research and organize key prospect info for confident meeting prep.
1. Start by asking AI to summarize the prospect’s company from recent news and their website to get a quick overview. 2. Next, have AI find recent updates about the prospect’s industry trends or challenges to understand their context. 3. Ask AI to identify the prospect’s role and key responsibilities based on their LinkedIn or company bio. 4. Request AI to list possible goals or pain points the prospect might have, based on their company and role. 5. Use AI to create a short agenda or key points you want to cover in the meeting, tailored to the prospect’s profile and needs. 6. Finally, have AI suggest three thoughtful questions you can ask to engage the prospect and show you’ve done your homework. This simple step-by-step process helps you walk into your meeting well-prepared and confident.
Try this prompt today
“Research a sales prospect for an upcoming meeting: Summarize their company's recent news and main focus, explain current industry trends affecting them, describe the prospect’s role and responsibilities, list possible goals or pain points they might have, suggest a short meeting agenda tailored to their needs, and provide three thoughtful questions to ask during the meeting.”
March 14, 2026
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