Sales
Research a prospect
Build a brief on a company before you contact them, with a specific reason to reach out.
The instruction
Exactly what the agent is told
Word for word. The parts in braces are the ones you fill in.
Research {{company}} as a prospect for {{offer}}. From their public site and recent posts, work out what they do, roughly how big they are, what they seem to be investing in, and who is likely to own this decision. Finish with one specific, evidenced reason to contact them now — grounded in something you actually read, not a generic opener. Cite every source.What you type
- Company — for example “the prospect's name or URL”
- What you sell — for example “AI training for engineering teams”
More
Other things you could hand over
Research a company
Read a company's site and recent news, and summarise what they do and how they talk about themselves.
See what it doesPrepare for an interview
Gather what you need before talking to a company: product, tone, recent moves and likely questions.
See what it doesScan the market for a role
Look at live job postings for a role and report what employers are actually asking for.
See what it does