Sales & Business Development
Call Prep Dossier
Turn 15 minutes of scattered tab-hopping into a one-page dossier that walks you into every sales or discovery call knowing who you're talking to and what to ask.
What you get
- A complete, ready-to-run SKILL.md you drop into your AI assistant — no setup, no subscription, works for any small or founder-led business
- A repeatable 6-step method that turns a company name and a calendar invite into a one-page dossier in 5 to 20 minutes
- A fixed one-page output format with five sections: who they are, likely needs, ordered questions, the one target outcome, and watch-outs
- A fully worked example (a real-estate brokerage discovery call) showing exactly what good output looks like end to end
- Built-in guardrails that keep research public and professional, label every guess, and force one clear outcome so calls stop drifting
Questions
What is AI sales call prep research?
It is using an AI assistant to quickly research a prospect before a sales or discovery call and produce a short dossier covering who they are, their likely needs, the best questions to ask, and the outcome to aim for. It replaces 15 minutes of scattered tab-hopping with one skimmable page.
How long before a call should I prepare a dossier?
Build it in the 5 to 20 minutes right before the call so the research is fresh and top of mind. A 5-minute version covers the company snapshot, three questions, and your target outcome; scale up only when the deal is worth it.
What should a sales call prep dossier include?
Four things: who the prospect is (company and contact snapshot with recent signals), their likely needs and pressures, five to eight smart questions ordered for the call, and the single outcome that makes the call a success. Anything unverified is labeled as a guess.
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