Use AI to create a clear list of key insights and action items from your prospect's public info before a sales call.
Before an important sales call, understanding your prospect quickly and thoroughly can make all the difference. Use AI to scan public information—like their company website, recent news, or LinkedIn profile—and distill it into bite-sized insights that highlight their priorities, challenges, and achievements. This preparation helps you ask sharper questions, tailor your pitch, and build rapport faster, so you walk into the meeting confident and well-informed.
Try this prompt today
“Act as a sales coach preparing me for a call with a prospect named [Prospect Name] who works at [Company Name]. Based on publicly available info about the company and person (like recent news, website, LinkedIn summaries), give me 5 key insights about their business priorities or challenges, 3 relevant questions I can ask to connect and show understanding, and 3 suggested points I can mention to highlight how my product/service can help. Keep it clear, concise, and easy to use during a call.”
March 4, 2026
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