Build a full pre-call research brief

Overview

A prompt from Craig Hewitt's Claude Playbook that prepares a complete brief the day before a sales call with a named person. It asks for a company overview, the person's likely priorities, the top industry pain points, how your product fits, three openers, five discovery questions, likely objections with answers, and a 30-minute agenda to send ahead. You fill in what you sell, your ideal customer and how the lead arrived.

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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Build a full pre-call research brief

Overview

Use cases

Can AI?

Alternatives