Skip to content

Sales Blueprint

Safety checked

Prospect Industry Deep Dive

0Matt R.VP, Solutions and SuccessG2May 2026

Walk into every discovery call armed with industry trends, company intel, and buying signals—letting you ask smarter questions and position yourself as a partner, not a vendor.

Install Prompt

Copy this prompt and paste it into your AI agent to install.

What problem does this solve?

Sales reps need comprehensive industry intelligence and prospect research before discovery calls, but typically gather this from multiple disconnected sources, making it difficult to sound like an industry expert rather than a vendor

How does it work?

Step 1: Research prospect's industry for macro trends, technology challenges, and buying patterns. Step 2: Research the specific company for recent news, strategic initiatives, and tech stack. Step 3: Query G2 MCP for buying intent data on product categories the prospect is researching. Step 4: Build discovery questions tied to industry trends, company news, and G2 research signals. Step 5: Assemble into a scannable pre-call brief including company snapshot, industry context, G2 signals, top discovery questions, and competitive positioning.

What's the biggest win?

Reps walk into discovery calls sounding like industry experts with tailored, informed questions, supported by a one-page pre-call brief that synthesizes industry trends, company news, G2 buying signals, and discovery question frameworks. The workflow replaces 30–45 minutes of scattered manual research with a 4–6 minute automated brief, making prep the default behavior rather than an exception reps skip due to friction. For larger strategic accounts, the workflow scales to 8–10 minutes for deeper industry context analysis.

What's required to run this?

Output format: Pre-call brief (scannable, one-page) including 3-sentence company snapshot, 2-3 industry context bullets, G2 signal summary, top 5 discovery questions with intent behind each, and competitive positioning notes. Discovery question bank includes 5-7 questions designed to uncover budget authority, timeline, and decision process.

What are the constraints?

Requires access to G2 MCP for buyer intent data; effectiveness depends on quality and recency of available news and research on prospect company; risk of appearing creepy if G2 research signals are referenced too directly without framing as industry trend awareness

Tools in this Blueprint

G2
Claude logo
4.6(456 reviews)

About This Blueprint

Industry
Computer Software
1 Skill
Engineering

Model Router: Claude Picks the Right Model for Every Step, Automatically 🚦

Avoid paying top-tier rates for routine work or discovering too late that a polished result solved the wrong problem. A confirmed plan routes each phase to an appropriate model, limits context bloat, and leaves a handoff for longer tasks.

ClaudeClaude

Matthias Jahn

Sr. Director, Analytics at G2

1 File
Productivity

Business Automation & Productivity Workflow

Reduce hours lost to repetitive admin without adding a complicated stack. Prioritized, tested workflows automate routine research, client communication, project tracking, and website tasks while keeping people in control of important decisions.

1 File
Engineering

Business Technology & Digital Solutions Workflow

Avoid costly, fragmented digital projects with a plan that connects business goals to practical tools, implementation steps, and measurable results. It also flags performance, security, accessibility, and SEO checks before launch.

WordPressGoogle AnalyticsGoogle Search Console+2 more