Build a Sales Research Agent
Advanced · Save 3-5 hours/week
Overview
Set up an agent that researches prospects and accounts before calls—pulling company context, recent news, and relevant talking points into a prep brief—so you walk in informed without an hour of manual digging. This workflow covers designing accurate, verifiable prep.
Best For
- Sales professionals
- Account executives
- Founders selling
- Business development
Problem
Good sales prep means researching each prospect—their company, recent developments, likely needs, relevant hooks—but done manually it's an hour per account that reps rarely have. So calls happen under-prepared, or prep gets skipped and the pitch lands generic. The research is patterned enough to systematize but too time-consuming to do by hand at volume.
Solution
A sales research agent can gather and structure account prep: company overview, recent news, potential pain points, and conversation hooks—into a brief you skim before the call. Because it will surface facts you'll repeat to a prospect, the design must require sources and flag anything unverified, so you don't walk in citing something that's wrong. You bring the selling judgment; the agent removes the manual digging.
Workflow Steps
- 1
Define what your ideal prep brief contains—the fields that actually help you sell.
- 2
Use an agent with web-search capability so it can pull current company info.
- 3
Instruct it to research the account and produce a structured brief with sourced facts.
- 4
Require citations for anything you might repeat to the prospect, and flag the unverified.
- 5
Verify key claims before the call—especially recent news and named facts.
- 6
Turn it into a repeatable template you run before every meeting.
Recommended Tools
Example Prompt
You are a sales research agent. Prepare a prospect brief for an upcoming call. Prospect / account: [company and/or person] What I sell: [your product/service] Call goal: [discovery / demo / etc.] Produce a prep brief with: 1. Company overview (what they do, size, market) 2. Recent news or developments relevant to my outreach, with sources 3. Likely pain points my offering could address 4. Conversation hooks and smart questions to ask 5. Anything I should verify before citing it to them Cite sources for factual claims. Clearly flag anything you couldn't verify—I don't want to repeat something wrong to a prospect.