Best Practices for Researching Before Important Meetings

·Jul 24, 2025 01:21 PM·

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Hey folks!! curious how you all handle this: Before important meetings (sales intros, founder calls, hiring convos), do you do a quick research sprint? Like Googling the person, checking old tweets, trying to find a hook or overlap? I realized I do this a lot so I made an automated agent to prep me for my calls and find that unique information like their hot takes/opinions/etc about them. It got some interest on X but I'm curious if this sounds useful to you, or what would make it a "hell yes" to use for your day to day. Happy to share more ofc :)

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8 comments

· Sorted by Oldest

Paul B.
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Harpriya You should also check out what John S. is doing with Merlin AI
DeQuincy (.
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Oh this sounds interesting… What are you both doing with it?
Shaun
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Merlin is a great tool ! Shoutout John S.
Harpriya
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oh interesting!! yeah would love to learn more about merlin AI! I'll PM you John S. :)
Harpriya
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DeQuincy (. you mean like doing with the agent? I realize I've been getting a crazy amount of interest and it might be really useful to a ton of SDRs or anyone having a lot of high-intent 1:1s so I think I'll be productizing it! I think the main value is how you're able to emotionally connect with someone a lot Do you think its something that would be useful to you in your workflow?
Sai M.
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Harpriya there’s definitely good demand for such a tool as most of the aes do account research manually, I think it’s most useful for reps that sell customized products/services to mid market or enterprises if it takes them atleast 15 minutes to research a prospect before a meeting
Kejal S.
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Def an interesting topic. Wouldn't this already be part of CRMs today?
DeQuincy (.
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Harpriya Sai M. Yes this the problem in bringing stuff like this to market there is a lot of it out there. But there are a lot of cars and phone out there but that doesn’t stop new ones coming out every year… Its the classic can you show a usp and how to get long term user use.

Paul B.
·
·
Harpriya You should also check out what John S. is doing with Merlin AI
DeQuincy (.
·
·
Oh this sounds interesting… What are you both doing with it?
Shaun
·
·
Merlin is a great tool ! Shoutout John S.
Harpriya
·
·
oh interesting!! yeah would love to learn more about merlin AI! I'll PM you John S. :)
Harpriya
·
·
DeQuincy (. you mean like doing with the agent? I realize I've been getting a crazy amount of interest and it might be really useful to a ton of SDRs or anyone having a lot of high-intent 1:1s so I think I'll be productizing it! I think the main value is how you're able to emotionally connect with someone a lot Do you think its something that would be useful to you in your workflow?
Sai M.
·
·
Harpriya there’s definitely good demand for such a tool as most of the aes do account research manually, I think it’s most useful for reps that sell customized products/services to mid market or enterprises if it takes them atleast 15 minutes to research a prospect before a meeting
Kejal S.
·
·
Def an interesting topic. Wouldn't this already be part of CRMs today?
DeQuincy (.
·
·
Harpriya Sai M. Yes this the problem in bringing stuff like this to market there is a lot of it out there. But there are a lot of cars and phone out there but that doesn’t stop new ones coming out every year… Its the classic can you show a usp and how to get long term user use.