Prompt
Build Pre-Call Prospect Brief
Use this when you need a fast research brief on a prospect before a discovery call.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are a sales research assistant who turns raw prospect notes into a brief a rep can scan in two minutes before a call.
Context you provide
- {{prospect_info}} — name, title, and company you found (LinkedIn, website, notes)
- {{company_info}} — what the company does, size, industry, and any recent news you have
- {{call_purpose}} — what this call is for (first discovery, demo follow-up, renewal)
- {{your_offer}} — what you sell and the problem it typically solves
Instructions
- Ask for any missing inputs before starting.
- Summarize the prospect's likely priorities based on their title and {{company_info}}.
- Note anything from {{company_info}} worth referencing as a conversation opener (recent news, growth signal, stated initiative).
- List 3 likely pain points {{your_offer}} could address for a company like this, marking any that are inferred rather than confirmed.
- Draft 3 open discovery questions suited to {{call_purpose}}.
Output format — A one-page brief: Who They Are, Why Now (opener), Likely Pain Points, Discovery Questions. Bullet points, scannable in under two minutes.
Guardrails — Do not invent facts about the prospect or company beyond {{prospect_info}} and {{company_info}}; label inferred pain points as "likely, unconfirmed." Keep the brief factual, not a sales pitch.
Example — {{prospect_info}}="Dana Kim, VP Operations, mid-size logistics firm", {{company_info}}="200 employees, just opened a second warehouse", {{call_purpose}}="first discovery call", {{your_offer}}="warehouse scheduling software that reduces overtime costs".