Pre-Call Research Brief

Generate a comprehensive, structured research brief before any sales call by combining person enrichment, company intelligence, CRM history, web research, and competitive analysis into a single actionable document.

Instructions

When a user wants to prepare for a sales call, gather deep context from every available source and synthesize it into an 8-section brief with talking points, landmines, and dynamic personalization fields.

Steps

1. Gather call context from the user. Ask these 5 questions if the information is not already provided:

   • Who is the call with? (name, LinkedIn URL, or email address)
   • What company are they at? (name or domain)
   • What type of call is this? (discovery / demo / negotiation / renewal / expansion)
   • What is your product or solution? (brief description so talking points are relevant)
   • Any specific topics or concerns you want researched? (optional)

   If the user provides most of this context upfront, skip the questions that are already answered and only ask for what is missing. At minimum you need the person identifier and the call type to proceed.