Sales: researching prospects and outreach

AI for research, personalisation, and sales messaging.

Sales professionals use AI to research companies, summarise news about prospects, draft outreach emails, and prepare talking points for calls.

Personalise every message — AI gives you a starting point; your relationship and insight close the deal.

Generic vs personalised outreach

Before

Hi, I wanted to reach out about our product. Let me know if interested.

After

Hi [Name], I noticed [Company] recently [specific news]. Teams in similar situations often use [product] to [specific benefit]. Worth a 15-minute chat?

Sales research prompt

Summarise recent news about [company] in five bullet points for a sales call prep.

Try it yourself

Research a prospect with AI, then write a personalised opening line — edit until it sounds like you.

Knowledge check

What is the best way to use AI in sales outreach?

Choose the best answer, then check your understanding.