Speed up writing personalized prospect research notes for quick sales call prep in 5 easy steps.
1. Copy the prospect's name, company, and any info you already have. 2. Paste this info into ChatGPT or Claude and ask for a brief summary of the company and recent news. 3. Request a quick list of the prospect’s possible pain points based on their industry and role. 4. Ask the AI to suggest 3 personalized questions or talking points for your call. 5. Review the AI’s summary and save it as your call prep notes, so you spend less time digging and more time selling.
Try this prompt today
“Research a sales prospect for me: Their name is Sarah Lee, she’s a marketing director at GreenTech Solutions, a mid-size renewable energy company. Summarize the company, mention recent news or trends, list possible challenges Sarah might face, and give me 3 personalized questions to ask on a sales call.”
March 12, 2026
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