Research Every Lead Before the Call

What it does

Give it a name, a company, and a website, and it pulls together a short brief: what the business does, likely pain points, a recent signal worth mentioning, and three smart questions to open with. You skim it in the two minutes before the call.

The steps

1. 1

   Give it the basics

   Hand the assistant the lead's name, company, and website.

2. 2

   Ask for the brief

   Request a one-page brief with the sections below.

3. 3

   Flag one opener

   Have it surface one recent, specific thing you can open with.

4. 4

   Skim before the call

   Bring one of the three suggested questions.

The pre-call brief

Research this lead and give me a one-page pre-call brief. Be concrete, cite what you find,
and say plainly if you cannot find something. No filler, no em dashes.

Lead: [NAME], [ROLE] at [COMPANY]
Website: [URL]
What I sell: [ONE LINE]

Brief sections:
1. What the business does, in two lines
2. Three likely pain points my offer could help with
3. One recent, specific signal (a hire, a launch, a post, a news mention) I can reference
4. Three sharp opening questions tailored to them
5. One thing to avoid saying

This one works on its own. The pack adds a prompt that turns the brief into a tailored follow-up email, and one that scores the lead's fit against your ideal customer.

This one works on its own. The full pack has the rest.

The tools it uses