Part of my role is helping the team go deep on accounts quickly and AI has become a tool I use regularly in my process. It’s not about replacing research, but accelerating it so we spend more time tailoring our message and less time digging through websites.
Here are 3 prompts I regularly use when prepping for a discovery call or building a POV deck. Feel free to copy, tweak, and make them your own:
- “Summarize [Company Name]’s current business priorities and challenges based on their last 2 earnings calls or recent press releases.”
Great for quickly aligning your solution to what the C-suite actually cares about. - “List the top 3 competitors of [Company Name] and how [Company Name] differentiates itself in the market.”
Useful for understanding positioning—and sometimes surfacing internal pain points without asking directly. - “What recent initiatives, job postings, or partnerships suggest that [Company Name] is investing in [X category]?”
Ideal for surfacing buying signals and tying them back to your value prop.
What prompts have worked well for you or your team?
