Sales discovery preparation

Prepare a discovery call with public-source context and a human-owned question plan.

Workflow

  1. Step 1: Perplexity

    Collect public-source links as leads, not verified account facts.

    Notes: Hand sources to the account owner.

    Handoff: Pass this output to the next step.

  2. Step 2: Claude

    Draft open discovery questions from the approved account context.

    Notes: Hand brief to salesperson.

    Handoff: Pass this output to the next step.

  3. Step 3: Notion AI

    Record hypotheses, call owner, and post-call follow-up.

    Notes: Hand action list to CRM owner.

    Handoff: Keep this as a final deliverable.