Walk into the first meeting prepared.
Give your AI agent a prospect’s website and your meeting goal. Build a focused deck with relevant examples, ideas to discuss and questions worth asking.
Give your agent a starting point
Share the prospect’s website, your meeting goal and relevant examples of your work.
- Their website
- An online furniture store
- Your meeting goal
- Discuss improving product pages
- Your experience
- A similar retail project
Turn research into a conversation
Ask your agent to use available website pages, keep source links and separate observations from questions.
Example: preparing for a furniture retailer
Product pages · observation
Products offer several fabric options.
Question for the meeting
“How do customers choose a fabric?”
Delivery page · observation
The store delivers to several regions.
Question for the meeting
“Do customers ask about delivery before buying?”
Check it, then take a short deck to the meeting
Review the sources and examples. Use the slides to open the discussion and learn what matters to the prospect.
- Their business
- Your observations
- Relevant work
- Questions & next step