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Professional Services

AI-Powered Client Research

Rapidly research client companies, industries, and stakeholders to prepare for meetings and proposals.

Beginner2 promptsSaves 30-45 minutes/task

Time Savings

Per Task30-45 minutes
Weekly2-3 hours

Best for

ConsultantAccount ManagerBusiness DeveloperProject Manager

Prerequisites

  • 1Client company name and key contacts
  • 2Access to web-enabled AI (ChatGPT, Claude, Perplexity)
  • 315-20 minutes before meeting

Workflow Steps

1

Gather Basic Info

2-3 min

Collect company name, industry, key stakeholder names, and meeting context.

2

Run Company Research Prompt

3-5 min

Use the company research prompt to gather comprehensive background.

Recommended: ChatGPT with browsing or Perplexity

3

Research Key Stakeholders

5-10 min

Use the stakeholder research prompt for each key contact.

Recommended: ChatGPT with browsing or Perplexity

4

Synthesize Insights

5 min

Compile findings into a one-page brief for easy reference.

Prompt Templates

Expected Outcome

A one-page brief with actionable insights, saving 30-45 minutes of manual research.

Pro Tips

  • •Always verify AI findings against primary sources
  • •Look for recent LinkedIn posts right before meetings
  • •Note any sensitive topics to handle carefully

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