Pre-Meeting Research

Know exactly who you're meeting with. Get their background, career history, and what they've been posting about—all before the call.

Pre-call researchCold outreachAccount mappingLead qualification

The Challenge

Before every sales call, you spend 15-30 minutes jumping between LinkedIn, the company website, and news articles trying to piece together context. You need to know who you're talking to, what the company does, and something relevant to open with—but the research is tedious and repetitive.

What This Prompt Does

Find LinkedIn

Search to find their LinkedIn profile

Enrich Contact

Get full profile from Apollo via LinkedIn

Get Posts & Activity

Pull LinkedIn profile with recent posts

Talking Points

Specific things to mention based on their background

The Prompt

The Prompt

Task

Given a person's name and company (or email), use @google_searchName it "google_search" and call it with @google_search to find their LinkedIn profile URL. Then use @Apollo/Enrich PersonName it "Apollo/Enrich Person" and call it with @Apollo/Enrich Person with their LinkedIn URL to get detailed profile data, and @LinkedIn/Get Profile with PostsName it "LinkedIn/Get Profile with Posts" and call it with @LinkedIn/Get Profile with Posts to get their recent activity and posts.

Example: Research "Sarah Chen, VP of Sales at Stripe" before a discovery call.

Input

The user will provide a person's name and company, or a LinkedIn URL.

Example: "John Smith at Notion" or "linkedin.com/in/janesmith"

Context

What to Research

Person intel (Apollo + LinkedIn):

  • Current role and tenure
  • Career history and background
  • Recent LinkedIn posts and activity
  • Shared connections
  • Education and interests

From LinkedIn posts:

  • What topics do they post about?
  • What have they liked or commented on?
  • Any recent announcements or wins?

Research Strategy

  1. Search for the person to find their LinkedIn profile URL
  2. Use LinkedIn URL with Apollo to enrich and get full profile data
  3. Get LinkedIn profile with recent posts and activity
  4. Look for hooks: new role, recent content, shared background

What Counts as a Valid Result

  • Focus on posts from the last 3 months (relevant and recent)
  • Note if they're active vs. passive on LinkedIn
  • Look for opinions, not just reshares

Output

Quick Bio: Role, tenure, career path in 2-3 sentences.

What They Care About: Based on their posts, what topics are they passionate about?

Talking Points:

  • Something from their background you can reference
  • A recent post or topic you can mention
  • A mutual connection or shared experience if any

Suggested Opener: One personalized sentence for your outreach.

Example Usage

Try asking:

  • "Research Notion and find their Head of Sales"
  • "I have a call with someone at Figma tomorrow - what should I know?"
  • "Find me 3 marketing leaders at Series B fintech companies"