AI for Sales3 of 18 steps (17%)
Now that you have explored the tools for researching prospects, this tutorial shows you how to use Perplexity specifically to build your research before writing cold outreach.

Research Prospects with Perplexity Before Cold Emailing

Personalized cold emails get higher reply rates. Perplexity can help you research prospects quickly.

What you need

  • Perplexity (free or Pro).
  • A prospect's name and company.
  • 5–10 minutes.

Step 1: Gather context

Ask Perplexity: "What has [Company] announced or launched in the last 6 months?" or "Who is [Name], [Title] at [Company], and what are their priorities?" Use the cited sources to verify.

Step 2: Find a hook

Look for: funding, product launch, leadership change, or a recent blog post. Use one as your opener. "I saw you just launched [X]—congrats. I've been helping similar teams with [your offer]."

Step 3: Draft the email

Paste the hook and your value prop into ChatGPT or Copy.ai. Ask for a short, personalized cold email (under 150 words). Edit to sound human.

Step 4: Verify before sending

Double-check names, titles, and company details. AI can hallucinate; a wrong detail kills credibility.

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