Walk into every call already knowing the room.
A pre-call research system for the AI you already use. Give it a name and a company, get back a brief you can read in 3 minutes: who they are, what changed this year, what they're hiring for, and five openers built from real research.
You know the ritual.
Nine minutes before the call: their site in one tab, their LinkedIn in another, a half-loaded news search in a third. You're not researching, you're cramming. And the call starts with "so, tell me about your business," which is what unprepared sounds like, politely.
The problem was never discipline. Research wins calls and you know it. The problem is that doing it properly costs an hour you don't have, so it gets skipped or crammed. That's a systems problem, not a willpower problem.
So make the system do the digging. You do the judging.
Seven steps, one brief, three minutes of reading.
An instruction system your AI follows before every call. Not a subscription, not another app. It runs where you already work.
Company deep dive
What they do, size, model, funding, leadership, and the technology signals hiding in their job posts.
Recent press
The last 12 months of news, launches, and podcast interviews, sourced. Or the honest finding that there's nothing.
Hiring signals
Open roles read as pain signals: what they're trying to fix with headcount tells you what's breaking.
The person
Career arc, public content, how they talk about their work. Confidence-tagged so a common name never fools you.
Sentiment
What their reviews keep repeating, from employees and customers. Recurring themes, not cherry-picked quotes.
The cross-reference
What they told you versus what the research shows. Confirmations, gaps, contradictions. The section that wins calls.
Your brief
One locked format, tuned to what you sell, ending in five conversation starters specific enough to open with.
The section that pays for the whole thing.
What they told you vs. what the research shows
They said: "We're growing faster than our systems. I'm still the bottleneck on every proposal and every client update."
Everything confirms the self-diagnosis and sharpens it. The Project Coordinator posting, the podcast quote about nights-and-weekends proposals, and the "slow response" review themes all point to one root issue: client communication runs through the founder personally. The second office doubled the surface area of the problem.
Conversation starter
Excerpt from the included example brief (fictional composite prospect). Your briefs carry live links and sources.
The system, not just a prompt.
A prompt asks your AI to be helpful. A system tells it exactly what to check, in what order, and what to do when it finds nothing.
The 7-step pipeline
Full agent instructions: research order, source guidance, confidence tags, and the never-invent-information rules.
Your business context layer
A one-time, fill-in template: what you sell, who fits, what signals matter. Every brief is written through your lens.
The locked brief format
Scannable in 3 minutes, every time. Ends in five openers and a red-flags check.
Three install paths
Step-by-step guides for Claude (Projects, Desktop, Code), ChatGPT (Custom GPT), and Gemini (Gems). All under 10 minutes.
CRM adapters
A Notion CRM template that files briefs onto contact records, a pattern for any other CRM, and a no-CRM mode.
Example + free prompt
A complete example brief, plus the quick-start prompt that runs your first brief in 2 minutes, before any setup.
Sales-intelligence seats run $59 to $199 a month, every month. If you take a few serious calls a week, you don't need a seat. You need a system.
Free download · updates included · works with Claude, ChatGPT, and Gemini
Before you ask.
Can't my AI already do this?
Yes, if you re-explain the job, your business, your ideal client, the output format, and the rules against making things up, every single time. These are agent instructions for your LLM, Notion CRM, or cloud CRM: the explanation written once, done properly. That's the difference between a summary and a brief.
Which AI do I need?
Any current Claude, ChatGPT, or Gemini plan that can search the web. Install guides for all three are included. If a session can't browse, the system falls back to paste mode and asks you for source material instead of guessing.
Is this a subscription?
No. It's a free download, updates included. The only subscriptions involved are the AI plan you already pay for.
What if my prospect has almost no online presence?
The brief says so honestly and shifts weight to company-level research and sharper discovery questions. "No results found" is a valid finding, and the system is built to say it rather than invent something.
Who is this for?
Consultants, designers, agency owners, advisors, anyone whose calls go better when they understand the other side first. The context template tunes the briefs to your specific offer.
Does it write into my CRM?
It can. A Notion CRM template is included, plus a mapping pattern for any other CRM and a no-CRM mode that saves briefs as files. Start simple; wire the CRM when the habit sticks.
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