Build a full pre-call research brief
KINDA — AI can help, with a person in the loop.
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Paste into a general LLM and build a full pre-call research brief.
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I have a sales call tomorrow with [name], [title] at [company]. Help me prepare a comprehensive pre-call brief. I need: 1. Company overview: what they do, approximate size, recent news or milestones, and competitive position 2. Stakeholder profile: [name]'s likely priorities based on their role, what keeps them up at night, and their decision-making power 3. Industry pain points: top 3 challenges companies like theirs face right now 4. Our relevance: how [our product/service] maps to their likely needs — be specific 5. Conversation starters: 3 natural openers based on something specific about them or their company (not generic flattery) 6. Discovery questions: 5 questions that show I've done my homework and uncover real buying signals 7. Watch-outs: potential objections they'll raise and how to handle each one 8. Meeting agenda: a 30-minute agenda I can send ahead of time that positions this as a peer conversation About us: [brief description of what we sell] Our ICP: [who we typically sell to] How we found this lead: [source — inbound, referral, outbound, etc.]
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| Field | What it is |
|---|---|
jobId | This use case. Review queue uses useCaseTitle + email instead. |
summary | Method description. Shown on the card. Also accepts title. |
products | Optional. Array of { name, url }. Legacy: tools. |
prompts | Optional. Array of prompt strings. Legacy: one prompt string. |
skills | Optional. Array of { text, url }. Legacy: skill + skillUrl. |
authorName | Author name. Legacy live field: postedBy. |
author | Optional 𝕏 handle. Legacy live field: creditHandle. |
parts | Optional. Inferred from products, prompts, and skills if omitted.standalone-product, ai-agent, ai-tool, skill, prompt. Do not send a prompt/product/agent/skill radio. |
{
"jobId": "build-a-full-pre-call-research-brief",
"summary": "Turns a Zoom recording into notes and action items with owners",
"products": [
{
"name": "Claude",
"url": "https://claude.ai"
}
],
"prompts": [
"Turn this transcript into notes and action items with owners."
],
"skills": [
{
"text": "Watch a folder. When a transcript lands, write notes with owners.",
"url": "https://example.com/zoom-notes.md"
}
],
"authorName": "Alex Rivera",
"author": "@handle"
}