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Deep Research: pre-call dossier on a prospect

Deep Research builds a pre-call dossier on the company and the person you are meeting, with public pain signals, the one angle to lead with, and three questions that show you did the work.

rach_maeve4 June 2026

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I have a sales call or pitch coming up. I want a serious dossier on the company and the person, built from real public sources.

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Company name and AU site: {{company}}
The person I am meeting (name, title, LinkedIn if possible): {{person}}
The meeting purpose: {{purpose}}
What I am hoping the meeting leads to: {{ideal_outcome}}
What I already know (skip this in the research): {{already_know}}

Produce a pre-call dossier:

1. **Snapshot** - what they do, who their customers are, size, structure, ownership, age.
2. **Recent moves** - news, hires, funding, expansions, awards in the last 12 months. Each with a one-line "why this matters for my pitch".
3. **Public pain signals** - reviews, job ads, glassdoor, public LinkedIn posts, press complaints. Group by theme.
4. **The person** - career trajectory in 3 bullets, their stated views (from interviews, podcasts, posts), what they seem to value (what they reshare or write about).
5. **Mutual ground** - shared connections (if visible), past employers we both know, conferences both attended.
6. **The one angle to lead with** - your single best read of how to open the conversation.
7. **Three questions to ask them** that show I did the work without being creepy.

Sources at the end. AU bias. Last 12 months weighted highest.
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