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Research a prospect before the call
A one-page call brief: their problem, your fit, five questions.
What it does
Builds a one-page call brief: what they do, what they're trying to fix, which offer fits, and the questions worth asking. Replaces the scramble through their website and your old emails just before you dial in.
Use it when
The day before a sales call or a first meeting.
What you need
- The enquiry, emails or notes you already have
- Your brain file Use the template
Connect these for better results
- Web search (Built into Claude (switch it on in the chat))Big differenceClaude can read their website and public pages instead of telling you it can't check, so the 'what they do' section is grounded.
- Gmail (MCP connector)Finds every past email with that company, so nothing they've already told you gets missed. Claude's built-in connector; check availability on your plan.
The prompt
Copy it, fill in the [BRACKETS], and paste it into Claude.
Use my brain file (in this Project, or pasted below) for what we sell and who we sell to. If you don't have it, ask me for the basics first.
I have a call with [COMPANY NAME], [THEIR WEBSITE]. I'm speaking to [NAME AND ROLE].
Everything I know so far: [PASTE THE ENQUIRY, EMAILS OR NOTES]
Give me a one-page call brief:
1. What they do, in two sentences.
2. What they're probably trying to fix, based on what they've told us. Quote their words.
3. Which of our offers fits, which doesn't, and why.
4. Five questions to ask on the call, most useful first.
5. Two things that might make this a bad fit.
Only use what's in my notes, plus their website if you can read it. If you can't check something, say so. Don't guess their revenue, team size or budget.