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Win more clients

Walk into any prospect meeting knowing their industry cold

One rep credits this kind of prep with closing a multimillion-dollar deal in a room with the CEO and CFO.

About 20 minutes Just copy and paste

A picture made with AI to show the idea.

Your prompt

Fill in your details. Skip any you like.

ChatGPT and Claude open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.

The prompt that gets copied

I'm meeting [NAME AND TITLE] at [COMPANY NAME] on [MEETING DATE]. I help [YOUR IDEAL CLIENT] with [YOUR OFFER, e.g. leadership coaching]. I'm sharing what I have: [WHAT YOU HAVE, e.g. annual report, earnings call, news].

Using those and reliable public sources, give me a one-page meeting brief:
1. Their business in three sentences: how they make money, who their customers are, and what's changed recently.
2. The top three pressures their industry faces right now, in their language.
3. What leadership has said publicly about priorities, with quotes and dates.
4. Where my offer most likely fits, and where it doesn't.
5. Three specific questions that show I've done my homework.
6. Two industry insights they may not have considered.
7. Likely objections and a brief answer for each.
Mark anything you're inferring rather than reading from a source.

Share a prospect's annual report, earnings call or recent news. You get a one-page brief on their industry pressures, leadership priorities, where you fit and three sharp questions.

Step by step

  1. Gather what's public: website, annual report, recent news, leadership posts.
  2. Upload or paste it with the prompt.
  3. Print the one-pager and rehearse your three questions.

What you'll get

A one-page brief with their pressures, leadership priorities, where you fit, sharp questions and objection answers.

Made for
Consultants, Coaches, Small business owners
Works in
ChatGPT, Claude, Gemini

Frequently Asked Questions.

Which AI tools does this work in?

It works in ChatGPT, Claude and Gemini. On this page, ChatGPT and Claude open with your prompt already typed in. No paid plan is noted for this one.

How long does it take?

About 20 minutes. It's rated "Just copy and paste". There are 3 steps, listed above.

What do I need before I start?

Just your details for 6 blanks: name and title, company name, meeting date, your ideal client, your offer and what you have. You can skip any, and your AI will ask for them.

What will I get back?

A one-page brief with their pressures, leadership priorities, where you fit, sharp questions and objection answers.

Find more like this in Marketing and sales, For small business, For coaches and For consultants.

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