Task prompt · Sales
Research a prospect before a sales call
by Agent Yard TeamA one-page brief on a prospect from public info.
You'll attach
Needs link
Works with
Perplexity
ChatGPT
Gemini
Claude
GrokUse cases
- A one-page brief on a prospect from public info.
- When you already have a link and want the AI to work from it instead of starting from scratch.
- Reuse it as often as you like: fill in the blanks (person name; company; company website) with new details and copy again.
- As one step of the Close more deals prompt pack.
Featured in: Best Perplexity prompts for startup and market research, Best ChatGPT prompts for sales, Best ChatGPT prompts for SEO.
How to use it
- Open perplexity.ai or chatgpt.com (or another AI listed here).
- Paste the link into the prompt where it says so. The AI needs web access for this (on by default in most apps).
- Fill in the highlighted blanks ([PERSON NAME], [COMPANY], [COMPANY WEBSITE]…) below, or edit them after pasting.
- Copy the prompt, paste it into the chat and send.
Fill in the blanks (optional)
Prompt
Research [PERSON NAME] at [COMPANY] ([COMPANY WEBSITE]) before my sales call about [MY PRODUCT]. Give: company overview, recent news, likely priorities for someone in their role, how my product could help, potential objections, and 5 discovery questions. Only use public information and cite it.
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