Prospect Research Brief
Pre-call prospect research
Walk into the call armed with the prospect's own words. It pulls their career arc, what they've said publicly, what's genuinely changed at their company, and what your CRM already knows about the relationship. Verbatim quotes are prioritised over company boilerplate, because a line they actually said is what a seller can use in the room.
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How it runs
- Foundation
OpenAI Agents
- Model
- GPT-5.6 Sol
- Reasoning
- High effort
- Per run
- Up to 40 turns
- Memory
- Learns across runs
- Browsing
- Can read the web
- Category
- Sales & Marketing
- Research
- Sales
- Prospect
Frequently asked questions
Can Prospect Research Brief use a prospect’s own words before a sales call?
Yes. It pulls what the prospect has said publicly and prioritises verbatim quotes over company boilerplate.
What company changes does the pre-call brief look for?
It looks for changes that are genuinely recent or relevant at the prospect’s company, alongside the person’s career arc and public statements.
Can it include existing CRM relationship history?
Yes. The catalog lists HubSpot and Salesforce, and the description says the brief includes what your CRM already knows about the relationship.
What should a seller ask for in the final brief?
Ask for the prospect’s career arc, public quotes, meaningful company changes, and unresolved relationship context. Those details are intended to be usable in the call.
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