Have you asked AI with web search to research a prospect before a call?

Assistants like ChatGPT, Claude, Gemini or Perplexity can read a company's site and recent news and give you a short brief with sources, in about a minute.

How to automate it

How to automate “prep for discovery calls and demos”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

20 min

typically, every day

50%

of the time can be automated

Easy

to set up

Fix 1 of 2

AIBest fix

Have AI pull the deal history into a call-prep sheet

Paste past call summaries, emails and CRM notes; AI gives you a short brief with open questions and risks, so you stop rereading threads.

Typically saves about 50% of the time5 min to set up

1Gather the deal notes, last call summary and recent emails (or ask Gong, Sybill or your CRM AI to do this for you).
2Paste them with the prompt below.
3Add your own goal for the call.
4Keep the brief open during the call.

Prompt to copy

I have a [CALL TYPE, e.g. demo] with [NAMES, TITLES] at [COMPANY] tomorrow. Here is everything we have so far: [PASTE NOTES, CALL SUMMARIES, EMAILS]. Give me: where the deal stands in three bullets, who cares about what, open questions I still need answered, risks or objections to expect with a one-line response to each, and a suggested agenda for a [LENGTH]-minute call.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Gong, Sybill, HubSpot Breeze or Salesforce Agentforce

Fix 2 of 2

Have AI write a one-page account brief before you reach out

A research-capable AI reads the company site, recent news and job posts and gives you a short brief with a hook for your first message.

Typically saves about 50% of the time5 min to set up

1Open an AI assistant with web search (ChatGPT, Claude, Gemini, Perplexity or Copilot).
2Paste the prompt with the company and contact.
3Check the two most important facts against the linked sources.
4Save the brief to the CRM account so nobody repeats the work.

Prompt to copy

Research [COMPANY NAME] ([WEBSITE]) for a sales conversation with [CONTACT NAME, TITLE]. We sell [WHAT YOU SELL] to [WHO IT HELPS]. Give me: 1) what the company does in two sentences, 2) any news, funding, hiring or leadership changes in the last six months, 3) three likely problems we could help with, tied to evidence, 4) one opening line for my first message. Link a source for every fact and say clearly if you could not find something.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Perplexity · LinkedIn Sales Navigator

Quick wins

Have you tried…

Have you asked AI with web search to research a prospect before a call?: Assistants like ChatGPT, Claude, Gemini or Perplexity can read a company's site and recent news and give you a short brief with sources, in about a minute.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Sales Development Rep (SDR / BDR)Account Executive

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