Goal: Go from zero to a strong conversation starter and verified decision-maker contacts in just a few minutes.
Who it's for: B2B sales, business development, and marketing professionals — especially in high-ticket sales or complex buying centers.
What you get: how your product fits real-world challenges, strong entry points, and the right people to contact with relevance.
TLDR
- Set up your product profile and define research questions
- Open the company's website and launch the AI Researcher
- Read the overview and run your key questions
- Dig into sources and campaigns
- Pick a focused entry point
- Find decision-makers
- Save contact data and send your message
Starting point
In this walkthrough we use a media-company selling scenario targeting a global consumer brand. Open the company's website and launch the AI Researcher with your saved product profile.
Step 1: Set up your product profile
On the SalesPort platform, define:
- Product name
- Description: what you do, who you help, and how
- What makes you unique
- Research questions you want answered for every target
You can save multiple product profiles and switch between them depending on the account.
Step 2: Open the client's website and start research
Keep the target site open in your browser and launch the AI Researcher via the SalesPort Chrome extension. Select your product profile. Within seconds you get an overview with early signals.
Step 3: Read the overview
Skim team size, revenue focus, regions, and strategic pressure. That framework keeps later outreach relevant.
Step 4: Run research questions
Your saved questions are answered automatically with linked sources. Confirm agency relationships, live campaigns, and current challenges.
Step 5: Dig deeper in the sources
Open linked articles and verify:
- Who runs media planning or buying?
- What is the core campaign message?
- Which channels and audiences are involved?
Step 6: Choose one entry point
Pick a single angle tied to a real pressure — for example efficiency, localization, or budget impact. Write one sentence that connects their situation to your offer.
Step 7: Find the right people
Use Contact Finder filters for seniority, department, and region. Identify the primary stakeholder and a backup contact.
Step 8: Save contact details
Reveal verified email and phone, then save profiles to your list.
Step 9: Map adjacent stakeholders
If work is outsourced to an agency or partner, find the relevant buyer or account lead there too. Two doors beat one.
Step 10: Write and send the message
Use the pain point, campaign, and context to craft a short personal email: one relevant insight and a clear next step. No tool talk. No filler.
Extra: follow-up prompts
Use chat prompts to go deeper on agencies, KPIs, budget shifts, decision-makers, live campaigns, and partnership history.
Wrap-up
In under 10 minutes you can have:
- a product profile with industry-specific questions
- real-world pain points from public sources
- two viable conversation paths
- verified contact details
- a short, relevant email ready to send