Stop Googling Before Every Call: Download the "Pre-Flight" Research Agent Template

Daniel Lopez

Daniel Lopez

— 2 min read
Stop Googling Before Every Call: Download the "Pre-Flight" Research Agent Template

Introducing the "Pre-Flight" Research Agent

We are excited to release our newest, free AI Sales Agent template. This isn't a chatbot. It's a fully automated, background-running research analyst.

This agent takes the domain of a company and the name of your prospect, and in about 60 seconds, it delivers a concise, professional "Pre-Flight Briefing" directly to your inbox or Slack.

No more frantic Googling. No more entering calls blind.

How It Works

Here is the simple, three-step workflow it performs:

  1. The Researcher (Tavily): It uses an AI-optimized search engine to scan the web for recent news, financial triggers, and strategic shifts related to the company and prospect. It doesn't just find links; it extracts the raw content.
  2. The Analyst (Google Gemini): The raw data is fed into Google's powerful Gemini Pro model. The "system prompt" tells Gemini to act like an elite corporate analyst. It filters out the fluff, identifies key risks, and finds the "conversation starters."
  3. The Delivery (HTML Email): The final output is formatted into a clean, professional HTML briefing—complete with bold headers and bullet points—and emailed to you minutes before your call.

How You Can Use The Template For Your Business

  • Building Rapport: Instead of asking generic questions, you start the call with: "I saw that you just opened a new office in Austin. Given that expansion, how are you handling [Problem your product solves]?" This instantly positions you as a trusted advisor, not just another vendor.
  • Recovered Time: If your reps spend 15 minutes researching for just 4 calls a day, that's 5 hours per week per rep. This agent gives that time back for selling.
  • Consistent Quality: Every rep on your team, from the newest hire to the top performer, gets the same high-quality, structured briefing for every single call.

Get the Template for Free

This "Pre-Flight" Research Agent, along with our Inbound Qualification Agent and Proposal Generation Agent templates, are all available for free to our subscribers.

Subscribe to AI Sales Agent HQ today to get instant access to the template library and start building your autonomous sales team.

Subscribe

Read more