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.
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Setup time
~5 min
Time saved
30 min/prospect
Difficulty
Easy
Tools
3 connected
How it works
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
Try asking
View the agent prompt
See the full instructions this agent runs on — copy, edit, or customize it
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View the agent prompt
See the full instructions this agent runs on — copy, edit, or customize it
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
- Search for the person to find their LinkedIn profile URL
- Use LinkedIn URL with Apollo to enrich and get full profile data
- Get LinkedIn profile with recent posts and activity
- 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.
WHAT ARE YOU WAITING FOR?
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