AI account research for sales, grounded in checked facts.
Research your own company and the prospect separately. Check what you can actually supply, then use public account information to ask relevant questions without guessing what the buyer needs.
A supplier's website may list a product without confirming its availability, specification or price. A buyer's announcement may suggest a question without proving a problem. Keep both sides' public facts separate from assumptions, and confirm commercial details with the people responsible.
A clear account of what your company publicly offersChecked buyer facts with their sourcesQuestions that test fit without assuming a problemA next step based on the buyer's answers
HOW IT WORKS
From account notes to a clear meeting plan
01
Check your company's offer
Add your employer and its HTTPS website under Your company. If signed in, review the linked public findings before adding checked facts to your company notes. Confirm current products, specifications, availability and claims internally.
02
Check the prospect separately
Enter the business you are meeting under Prospect company, with its own website. Review its public pages and announcements, keeping links and dates for material facts. Do not copy private contact details or unauthorised CRM material.
03
Connect the two in a brief
Add verified buyer facts and open questions to account context, then state your offer and call objective. Build a brief, remove any unsupported claims, and ask the buyer which measures matter before proposing a trial.
WORKED EXAMPLE
Preparing for a UK foodservice supplier conversation
Illustrative example: your company website lists cooked poultry lines; a wholesaler's website shows chilled foodservice ranges. Neither site tells you which products are currently available, whether the buyer wants poultry, or how its existing suppliers perform.
Confirm your side
Check which cooked poultry lines you may offer today, including specification, minimum order, lead time and any current certification. Treat a website product listing as a starting point, not a stock guarantee.
Record the buyer's public facts
Note the wholesaler page URL, publication date if shown, and the chilled product categories it lists. Do not infer that it is seeking a new supplier.
Ask and listen
‘How do you currently decide which cooked poultry lines to range, and what would an additional supplier need to demonstrate to be considered?’
Agree a suitable next step
If there is interest, compare only confirmed specifications, likely volumes and service measures the buyer chooses. Agree who owns the comparison and when to review it.
Put your confirmed capabilities in your company notes, the buyer's checked facts in account context, and open questions in the brief. Remove any assertion the buyer has not confirmed before sending a follow-up.
COMMON QUESTIONS
What salespeople want to know
Does SalesPrep Pro research a company automatically?
Signed-in users can try public account research. Claims matched against source text are separated from unverified leads when a website blocks checking. Open each linked page yourself before using a lead in a meeting. You can also add your own research and account notes.
Can I research my own company too?
Yes. Enter your company and HTTPS website in the separate Your company fields and select Research my company when signed in. Only checked public findings can be added automatically to your company notes; you can edit or remove them before building a brief. The prospect company and its research stay in separate fields.
How many sources do I need?
Start with the few sources relevant to this meeting. Note a source and date for material facts, then confirm uncertain details directly with the buyer.
Can I add CRM notes?
Yes, if you are authorised to use them. Add only what the brief needs and avoid unnecessary personal or confidential information.
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