Perplexity for sales: 5-minute prospect prep.
B2B sales reps are Perplexity's best-fit users, and most of them haven't realized it yet. The four-prompt routine below turns 45 minutes of LinkedIn-spelunking into a 5-minute briefing that's sharper than what most sales orgs train their reps to do. Build it once, run it before every call.
Sales research is repetitive — that's the edge.
Every prospect needs the same handful of angles: company context, recent news, the decision-maker's background, the competitive landscape. Because it's the same every time, you save the prompts once and reuse them on every account forever. Let's build the briefing live.
Your call is with Northwind Logistics.
Reveal each saved prompt to run it. Watch the briefing fill in — and note the flag on anything you'd verify before you trust it on a call.
Perplexity pulls from public sources, so time-sensitive and private-company data drifts — revenue estimates, headcount, and profile details especially. Cross-check the flagged items against LinkedIn or a filing before you quote a number or a name on a live call. Competitive intel from public sources is a starting point, not the answer.
Challenge: run the routine on your next prospect
Before your next meaningful sales meeting, run all four prompts and save them as a Space (Lesson 02) so they're one click next time. Time yourself — most reps finish the full briefing in under five minutes. Then track your win-rate over the next month.
What you can do now
- Save the four-prompt prospect-research routine
- Run it before every meaningful sales meeting
- Turn a specific, timely finding into your opening line
- Verify time-sensitive and private-company data against other sources
- Keep the prompts in a Space so they're one click away