The first step isn't a tool — it's a question: what do your best customers from the last 6 months have in common? Industry, size, decision-maker title, reason they bought? AI does this faster than you'd think if you feed it the right data.
Once you have that profile, use AI to draft quick research questions before each call — what problem is the company facing, recent news, who their competitors are. This turns your first call into something more than a generic "product intro".
Try it now
- 1List your 5–10 best current customers with industry, size, and decision-maker
- 2Paste the list into an AI tool and ask it to summarize the common traits into an ideal customer profile
- 3For each new lead, ask AI to quickly summarize the company before you call
- 4Prioritize outreach to leads that match your profile most closely
Example prompt
"Here are my 8 best customers from the last 6 months with industry and size: [paste list]. Summarize the 3-4 most notable common traits to help me identify similar prospects."