Pre-Call Research Brief

By Jose A. Mora R. (ArturMoraRosero) (profile) · From Sales and Negotiation Prompts · License: MIT · Added October 28, 2026

Create a 1-page pre-call research brief for a meeting with:

COMPANY: [COMPANY_NAME]
CONTACT: [CONTACT_NAME], [TITLE]
INDUSTRY: [INDUSTRY]
MEETING TYPE: [DISCOVERY / FOLLOW-UP / PROPOSAL / NEGOTIATION]

Include:
1. **Company Snapshot** (50 words)
   - Revenue estimate, headcount, key markets
   
2. **Recent News** (3 items)
   - Anything relevant from last 6 months
   
3. **Industry Context** (3 bullet points)
   - Market trends affecting their business
   
4. **Likely Pain Points** (3 predictions)
   - Based on company profile and industry trends
   
5. **Conversation Starters** (3 options)
   - Non-salesy openers that show you've done homework
   
6. **Our Angle** 
   - 2-3 sentences on why our [SERVICE] is relevant to them specifically

Format: Clean, scannable — I'll review this 10 minutes before the call.

Fill in anything in [brackets] or {braces} with your own details first.

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