Custom GPT product

Client Deep Dive GPT

A client research assistant that helps your team prepare before pitches, meetings and account reviews with clearer context and better questions.
Built for sales teams, account managers and client-facing teams who need a faster way to understand a client, spot opportunities and walk into meetings more prepared.
What it helps with
  • Client and prospect research
  • Meeting preparation
  • Company background summaries
  • Likely pain points
  • Pitch angles and talking points
  • Tailored meeting questions

Walk into client meetings with useful context, not guesswork

Client meetings are easier when your team understands the business, the sector, the possible challenges and the right questions to ask before the conversation starts.
Client Deep Dive GPT helps your team turn a client name, website or short brief into a structured research summary that can support pitches, account reviews and strategy conversations.

How the Client Deep Dive GPT guides the process

The tool gives the user a simple way to prepare a useful client or prospect brief, instead of jumping between search results, notes and disconnected ideas.
1. ClientStart with the client or prospect name and website.
2. ContextSummarise the company, sector and available background.
3. Pain pointsIdentify likely challenges and needs.
4. AngleSuggest practical pitch angles or opportunity areas.
5. QuestionsPrepare tailored questions for the meeting.

What your team can do with it

Prepare faster

Create a structured client or prospect brief before a sales meeting, pitch, review or follow-up conversation.

Understand the client

Summarise company background, sector context and the details that matter before your team walks into the room.

Spot likely needs

Think through possible challenges, decision drivers and opportunities that could shape the conversation.

Shape the pitch

Turn research into recommended talking points, pitch angles and a clearer reason for the client to care.

Ask better questions

Generate tailored questions that help your team listen better and uncover useful information in the meeting.

Support account reviews

Use the brief to reconnect client history, new opportunities and next-step recommendations.

Guided workflow

The GPT is designed around a clear research workflow, so the user gets a consistent brief instead of a scattered collection of notes.
1. Add client detailsEnter the client name, website or short context.
2. Confirm meeting goalChoose whether this is for a pitch, review, proposal or general preparation.
3. Build backgroundCreate a concise company and industry summary.
4. Identify likely pain pointsHighlight possible challenges, needs and decision drivers.
5. Find opportunity areasSuggest practical ways your offer could connect to the client context.
6. Recommend pitch angleFrame the conversation around a useful and relevant business reason.
7. Prepare talking pointsCreate meeting notes your team can review before the conversation.
8. Generate questionsProduce tailored questions to ask during the meeting.
9. Suggest next stepsSummarise possible follow-up actions after the meeting.

Who it is for

Best-fit teams
  • Sales representatives
  • Account managers
  • Client service teams
  • Business development teams
  • Consultants and advisors
  • Leadership teams preparing for key meetings
Typical outputs
  • Client intelligence briefs
  • Prospect research summaries
  • Industry context notes
  • Likely pain points
  • Suggested pitch angles
  • Tailored meeting questions
  • Account review prompts

How we set it up for your business

The value comes from shaping the GPT around the clients you serve, the kind of meetings your team prepares for, your offer, your brand voice and the outputs your team needs before and after client conversations.
Client context

We clarify your typical clients, sectors, decision-makers and sales or service focus.

Research structure

We define the sections the brief should include and how detailed it should be.

Offer alignment

We connect research outputs to your services, products or proposal approach.

Refinement

We test the GPT with realistic examples and refine the outputs so they are easier to use.

What happens after you enquire

Next step

We will discuss the kinds of meetings your team prepares for, your client types, the research your team currently does and the outputs that would save the most time.

Planning

From there, we can recommend whether Client Deep Dive GPT is the right starting point, or whether your business needs a more customised AI tool.

Enquire about Client Deep Dive GPT

Send a short enquiry and we will come back to you with the best next step for your team.

    Your name

    Your email

    Company name

    Phone number

    Who will use the Client Deep Dive GPT?

    What kinds of research or preparation do you need most often?

    What do you need the most help with?

    How many people may need access?

    What type of clients or sectors do you usually work with?

    What would you like the Client Deep Dive GPT to help your team do?

    Preferred next step

    Frequently asked questions

    Do users need AI experience?No. The GPT is designed to guide the user through the research process in plain English.
    Can it research any client?It works best when the user can provide a client name, website or useful starting context. Outputs should always be reviewed.
    Can it be customised for our industry?Yes. It can be shaped around your client types, sectors, service offering, brand voice and meeting preparation process.
    Does it replace human research?No. It helps create a structured first brief, but your team should review, verify and add their own judgement.
    Can it help with account reviews?Yes. It can support account review preparation by connecting client context, possible needs and next-step opportunities.

    Ready to make client research more practical?

    Let’s explore whether Client Deep Dive GPT is the right fit for your team.
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