Walk into every sales call as the person who did their homework.
Ten minutes of AI research per company, and you open with a question that makes them ask how you knew. Then messages that read like a person, and a meeting that turns into a proposal that closes.
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Workflows covered in the guide:
- Open every call with a question so on-point they ask how you knew
- Walk into a meeting as the most-prepared person in the room, every time
- Turn a single meeting into a finished proposal in an afternoon, not a weekend
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Research a prospect before drafting a pitch
Start with a company and your offer. Ask for a research brief, then verify each source before using the brief in a sales conversation.
From Winning Clients with AI, “Research Dossiers”
Build a sales dossier on [company]: what they do (one honest paragraph), last 90 days of news with the trigger event flagged, the pain my offer addresses as THEY would phrase it (cite reviews/job posts/forums), key people for [my offer] with roles, and one informed opening question that proves I did the reading. One page.Check the result before using it
- Open each cited page and check its date, company and quoted context.
- Label inferred needs as hypotheses. Do not turn them into claims about the prospect.
- Remove unsupported names or facts and approve any message before sending it. Use public or permitted information.
Continue with Prepare a prospect discovery meeting.
Your pipeline isn't dry because you're bad at selling.
It's dry because the prep never happens. You know you should research each company before you reach out, find the right person, write something that sounds like you, and follow up on time. But that's hours of work per lead, so you send a few rushed notes, hear nothing back, and the list goes cold while you get pulled into the actual work.
So you fall back on spraying, and it doesn't land.
Blasted the same message to fifty people and got two polite no-thank-yous
Meant to research a company before a call, then winged it from their homepage
Sent a great first note, forgot to follow up, and let a warm lead go quiet
More messages isn't the answer — everyone's inbox is already full of notes that a robot clearly wrote. The thing that wins is being the one who clearly did the reading: who knows what just changed at the company, who opens with a real question, who follows up right on time. That used to take hours per lead. It doesn't anymore.
Here’s what the guide covers.
Open every call with a question so on-point they ask how you knew
from “Ten-minute research on each one”Walk into a meeting as the most-prepared person in the room, every time
from “Running the meeting”Turn a single meeting into a finished proposal in an afternoon, not a weekend
from “Proposals that close”Send first messages that read like you wrote them by hand, one at a time
from “Messages that sound like you”Build a short list of the right companies, ranked so you work the best first
from “Building a list of the right companies”Send the same-day follow-up while your competitors are still circling back
from “Running the meeting”Choose a workflow that fits your task, then check the requirements before trying it.
Choose a workflow you can put to use.
Start with one task and the matching chapter. Gather the inputs, try the example, and check the result against your requirements. The guide is a reference for that process. Your tools, access and experience determine what is practical for you.
A start-to-finish system for the whole chase.
No more spraying and hoping. You get the five stages in order — build a short list of the right companies, research each one in ten minutes, send messages that sound like you, run the meeting, and turn it into a proposal that closes. AI does the heavy lifting; you stay the human in every conversation.
How to build a short list of the right companies, ranked best-first
Ten-minute research that lets you open with a question they remember
Messages that read like a person wrote them, not a mail merge
Meeting prep, same-day follow-ups, and proposals that close themselves
Three steps, and you’re reading in under a minute.
Tell us where to send it
Just your first name and email — that’s the whole form. No hoops, no credit card, nothing to install.
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The guide downloads right away, and we’ll pop a copy in your inbox too, so you’ve always got it when you need it.
Try one thing this week
Open it, pick one idea that fits your week, and actually use it. One small win is all it takes to see what this thing can do.
What will you create?
Examples to consider. Choose one that fits your tools, available time and experience.
Build a ranked list of a hundred companies worth your time
Research a company so well you walk in already knowing their problem
Find the real decision-maker and the person who'll champion you inside
Write a first message so personal they can't tell AI helped
Lay out a three-week follow-up sequence that never feels pushy
Spot which companies just had a change that opens the door for you
Get a one-page brief before every call: their pain, your angle, the case study that fits
Rehearse a high-stakes pitch against an AI playing the toughest buyer
Send a same-day meeting recap before anyone else even circles back
Turn a discovery call into a finished proposal in their own words
Build a bank of every objection you hear, with a sharp answer for each
Run your whole pipeline on under five focused hours a week
…and that’s a fraction of it. Grab the guide and start building.
A few fair questions.
What should I check before using the guide?
Read the chapter list and examples to see whether the guide fits your task. The documents describe a June 2026 snapshot. Product features, access and pricing can change, so confirm any setup instructions against current vendor documentation.
Do I need paid software?
The download is free. Some workflows may require a product account, subscription or hardware. Check the requirements for the workflow you choose before buying or installing anything.
Will a prompt always produce the right answer?
No. Check factual claims, calculations, citations and any output you plan to publish or act on. Use information you are permitted to share and keep consequential decisions under human review.
How do I get the full guide?
Enter your first name and email in the download form. The guide is offered as a download and an emailed copy. No payment card is required. You can unsubscribe from subsequent emails.
Ready when you are.
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An independent guide from Prometheus Consulting, for consultants, agencies, freelancers & b2b founders. Downloadable guide snapshot: June 2026. Landing page revised 2026-10-14. Check product instructions against current vendor documentation. Unofficial: product names are trademarks of their respective owners, none of whom reviewed or endorsed this guide.