The Departure
First full week of 2026. You've got fresh quotas, a clean CRM, and roughly 47 browser tabs open trying to research prospects. By Friday, half that energy will be gone - eaten up by the same manual research that killed your momentum last quarter. Today, I'm giving you one workflow that changes that.
The Co-Pilot
Tool: Claude
The Use Case: Batch prospect research that takes 2 minutes per company instead of 20.
The Prompt: "You are a sales intelligence analyst. I need a prospect briefing for [COMPANY NAME]. Research and provide:
Company snapshot (size, industry, recent funding or news from the last 90 days)
Key decision-makers in [DEPARTMENT] with their likely priorities
Three specific pain points they're probably facing based on their industry and size
Two conversation starters based on recent company activity
One potential objection I should prepare for
Keep it under 300 words. Focus on information that helps me start a real conversation, not generic company facts I could find on their About page."
The Upgrade
Topic: Setting Up Your Q1 Prospecting Intelligence System
Build your target list - Export 10-15 companies from your CRM or LinkedIn Sales Navigator. These are your test batch for the week.
Run the batch - Feed each company through the Co-Pilot prompt above. Save the outputs in a simple doc or spreadsheet. Total time: 20-30 minutes for all 15.
Pre-load your calendar - Match each briefing to your scheduled calls or outreach slots. Now you walk into every conversation with context that took you 2 minutes, not 20.
The Landing
Your task today: Pick 3 prospects from your pipeline. Run each through the prompt above. Before your next call, you'll have better prep than 90% of the reps competing for the same deal.
Safe Travels,
Marcellus