The problem
Calls go better when you have done your homework, but there is rarely time.
Step by step
- Copy the prospect’s public website text or LinkedIn company description.
- Add what you know from their enquiry.
- Ask for a one-page briefing with questions to ask and likely objections.
- Check any facts the AI adds against the prospect’s own website.
The prompt
I sell {what you sell}. Prepare me for a call with {company}.
Their public description: {paste}
Their enquiry: {paste}
Give me: what they do in 3 lines, 3 likely needs, 6 open questions to ask, 3 objections and honest answers. Mark anything you are guessing as a guess.
Replace the {highlighted} parts with your details, or fill them in with the prompt builder.
Check before you use it
- Facts about the prospect come from their own materials.
- Guesses are treated as guesses.
Privacy
- Use public information only.
Do’s and don’ts
Do
- Use public information about the business, not gossip.
- Ask for three good questions, not a script.
- Check facts against the prospect’s own website.
Don’t
- Trust AI facts about a company without a source.
- Paste private notes about other clients.
- Open a call with a summary that sounds like you researched their personal life.
When not to use AI for this
Do not use AI to build profiles of private individuals.
Tools that can help
PerplexityAn AI search engine that answers questions with links to its sources.
HubSpotCRM and marketing platform with AI writing, summaries and chat.
ChatGPTOpenAI’s general assistant for drafting, summarising, analysing files and brainstorming.
We are not paid by any of these companies, and we list well-known options, not a ranking. Features and plans change; check the provider’s site and its data terms before you sign up. See all AI tools by category.
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