Prepare first contact with company research

Sales researches companies and contacts before first contact to prepare conversations in a targeted way

Ready to goAI Act: no extra obligationsResearching & comparingAll industries

Fits: Purchasing · Leaders & strategy · Marketing & communications · Sales

You go into the first conversation with relevant talking points instead of a generic introduction. Preparation per company takes minutes instead of an hour.

Is this for you?

  • You regularly approach companies you do not know yet, by phone, at trade fairs or at meetings.
  • The companies publish information about themselves: website, press releases, job ads, annual reports.
First step today

Take one company from your list for next week and use the template below to have a company profile with sources created. Check the contact’s name and role on the company website and note down the talking points.

How to go about it

  1. Decide what you want to know before the conversation
  2. Set the sources for the company and contacts
  3. Have a company profile created
  4. Check people and figures
  5. Create a conversation sheet and company comparison
  6. Share the profile template in sales

Templates to copy

Try it now
in the training
Analyse
in the training
Plan the rollout
in the training
Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

17 more use cases follow the pattern “Researching & comparing”.

Compare supplier quotes in one overviewEvaluate academic literature and studies systematicallyFind trends and topics for your own nicheGet up to speed on new topics with AI searchHave AI compare tariffs and policy conditionsHave AI create a market and competitor analysisHave AI evaluate annual reports and analyst callsMonitor and compare competitors’ channelsPrepare conversations with LinkedIn contactsResearch case law and literature with AIThink through strategic decisions with AICheck policies against new legal requirements
‹ PreviousSee all use casesNext ›

A-033 · Legal status 08.10.2026