AI does the homework. You walk into every call already knowing what to ask.
Built with Claude
Beginner
A 1-page brief on the company + person, ready 2 minutes before every call. Sections: what they do, recent news, likely pains, 3 smart questions, 1 risk to avoid.
The idea
Going into a sales call without research used to take an hour to fix. With AI, 5 minutes gets you the company's recent news, their likely tech stack, their three biggest competitors, and the questions worth asking the person you're meeting.
The win: every call starts on your front foot — even when the meeting was booked an hour ago.
No surprises — here is every tool this training uses, including the MCP connectors, and what it actually costs per month.
| Tool | Monthly cost | What it's for |
|---|---|---|
Perplexity Pro or ChatGPT Plus (search) |
$20/mo | Pulls current data |
Typical spend: from $20/month — most owners start on the free tiers and upgrade only the one tool they use daily.
A one-time setup, done at your own pace. After that it runs in minutes a day.
Add inputs (company, person, role, your offer) and outputs (1-page brief, fixed sections).
Not just plain ChatGPT. You need current data.
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AI assistants can make mistakes — always review what they produce before it reaches a customer, a client or your books. WhiteBridge Academy trainings are educational; tool prices are estimates set by each vendor. Last reviewed May 2026.
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