Presales Prep

If they have a website: Fetch the homepage, about page, and services/pricing page. Note:

• What do they sell?
• Who do they serve?
• What's their positioning/voice?
• Do they have social proof (testimonials, case studies, logos)?
• How sophisticated is their marketing (landing pages, funnels, email capture)?

If they have a LinkedIn: Look for:

• Current role/title and company size
• Recent posts — what topics do they engage with?
• How long in current role?
• Past experience (relevant to understanding their stage)

General signals to look for:

• Are they a personal brand or a company?
• Creator, founder, consultant, agency, or coach?
• Audience size / following (if relevant)
• Revenue signals (hiring, product launches, testimonials, pricing visible)
• Signs of growth (new offers, recent launches) vs. stagnation (old site, no recent posts)

Step 3: Identify Pain Points

Based on research, identify their most likely pain points from this list:

Content & Audience:

• No consistent content output
• Low engagement / not growing
• Writing takes too long / not their strength

Email / List:

• No email list or very small list
• Not emailing their list consistently
• Low open/click rates

Lead Generation:

• Inbound is dry, relying on referrals
• No lead magnet or weak one
• No nurture system for cold leads

Sales & Conversions:

• Low close rate on discovery calls
• No clear sales process
• Proposal to close takes too long

Operations:

• Onboarding is messy / manual
• No systems for delivery
• Relies too heavily on the founder for execution

Mark the top 2-3 most likely pain points based on what you found.

Step 4: Select the Best Offer to Pitch

Based on the pain points identified, recommend which of the user's offers is the best fit. If you don't know their offer menu, ask them now.

Format: "Given what I found, I'd lead with [Offer Name] because [1-2 sentence reason tied to their pain]."

Step 5: Output the One-Pager

Deliver a clean, scannable prep doc:

---
# CALL PREP: [Prospect Name] — [Date]

## Quick Background
- **Who they are:** [1-2 sentences]
- **What they sell:** [their core offer/service]
- **Who they serve:** [their audience/customer type]
- **How they came in:** [cold/referral/inbound]
- **Stage:** [early-stage / growing / established — your read]

## Their Marketing Stack (What I Found)
- Website: [yes/no + quick quality read]
- Email list/newsletter: [yes/no]
- Lead magnet: [yes/no + what it is if found]
- Social: [platforms + approximate following if visible]
- Funnels/offers visible: [yes/no + what]

## Likely Pain Points
1. [Pain point 1] — [why you think this, based on research]
2. [Pain point 2] — [why you think this]
3. [Pain point 3 if applicable]

## The Angle to Lead With
**Open with:** "[Suggested opener or angle that connects to their pain]"

## Best Offer to Pitch
**Lead with:** [Offer name]
**Why:** [1-2 sentences connecting the pain to the offer's outcome]

**Backup if they say X:** [Alternative offer if budget or scope is a concern]

## Questions to Ask
1. [Question that uncovers pain point 1]
2. [Question that uncovers pain point 2]
3. [Question to qualify budget/readiness]
4. "What would need to be true for you to move forward today?"

## Red Flags to Watch For
- [Anything from research that signals a bad fit]
- [Signs they might not be ready to buy]

---

Guidelines

• Be direct — this is a prep doc, not an essay. Bullets over paragraphs.
• If research is thin (no website, private LinkedIn), say so clearly and work from what they gave you in their first message
• Don't fabricate pain points — ground them in what you actually found
• The questions section is critical — give 4 real qualifying questions, not generic ones
• If the user already has a CRM or call notes template they prefer, adapt to that format