Researching prospects and accounts with AI

AI for Sales

Jody Geiger

Co-Founder, AI Sales Studio

Why research matters

$$

  • First impressions matter
  • Context creates relevance
  • Skipping research costs trust
  • Good prep = strong pipeline

$$ research

AI for Sales

AI as a research buddy

  • Replace tab overload
  • Ask targeted questions
"What recent news mentions this company?"

"Who are the marketing leaders at this organization?"

$$ $$

  • Surface signals in seconds
  • You decide what matters

data feeds combined

AI for Sales

Spotting trigger events

Calendar with alert icons

$$

Trigger events examples:

  • Funding rounds
  • Executive hires
  • Market expansion

$$

  • Use signals for timing
AI for Sales

Finding the right person

$$

  • Avoid wasting time
  • Ask AI for leaders
"Who are the decision-makers in finance at this company?"
  • Confirm before outreach
  • More control, less costs than commercially available tools

$$

*Image: Org chart with highlighted role*

AI for Sales

Turn research into outreach

  • Connect research to action

  • Raw info --> usable insights

  • Personalization = attention

*Image: Email draft with highlighted personalized text*

AI for Sales

Research workflow recap

Why research

  • Build trust
  • Stand out

AI assistant

  • Collect signals
  • Save time

Trigger events

  • Timing edge
  • Warm context

Right contacts

  • Find decision-makers
  • Confirm fit
AI for Sales

Let's practice!

AI for Sales

Preparing Video For Download...