Prospect Research Brief

Research a company before a sales call

🧪 Tested by a human Intermediate 👤 Sales 👤 Account Manager
Research [COMPANY NAME] and prepare a sales briefing. Include: (1) Company overview and recent news, (2) Industry challenges they likely face, (3) Their current tech stack if publicly known, (4) Key decision makers to engage, (5) Potential pain points our solution addresses, (6) Conversation starters based on their recent announcements.

Works on

⚡ M365 Copilot 🟢 ChatGPT ⭐ Perplexity (Best)

Copy & Open in

🟢 ChatGPT 🔍 Perplexity

Prompt is copied to your clipboard when you click

Tips for Best Results

  • Use Perplexity or Researcher agent for the latest company news
  • Check LinkedIn for recent posts from decision makers
  • Reference specific company initiatives in your outreach

📎 More Prompts

Cold Outreach Email

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Write a cold outreach email to [PERSONA — CTO / IT Director / CFO] at [COMPANY] about [PRODUCT/SERVICE]. Hook them with a relevant insight about their industry or company. Keep it to 3 short paragraphs: (1) Personalised hook, (2) How we help companies like theirs (one specific outcome), (3) Low-pressure CTA (not asking for a meeting — offering value). Under 100 words total.
⚡ M365 ⭐ GPT 🟠 Claude

Competitive Battle Card

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Create a battle card comparing [OUR PRODUCT] vs [COMPETITOR]. Include: (1) Feature comparison table, (2) Where we win (3 strengths), (3) Where they win (be honest), (4) How to handle it when prospect mentions competitor, (5) Key differentiators in one sentence, (6) Customer switching stories. Format for quick reference during a call.
⚡ M365 🟢 GPT ⭐ Pplx

Deal Summary for Pipeline Review

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Write a deal summary for [COMPANY NAME]. Include: (1) Deal value and expected close date, (2) Current stage and next step, (3) Key stakeholders and their positions (champion, decision maker, blocker), (4) Competitive situation, (5) Risks to closing, (6) What we need to win. Keep it to one page for pipeline review.
⭐ M365 🟢 GPT 🟠 Claude
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