Person Research
Created by Ask Mojo
You Don't Know Who You're Meeting With
Research anyone quickly to prepare for meetings and outreach
Free to use • No credit card required
Sound familiar?
If any of these describe you, this playbook was built for you.
You don't know anything about who you're meeting
Research takes too long
You miss important context about people
Your outreach lacks personal relevance
The transformation
Research depth
Research time
Conversation quality
What this playbook does
Good to know
- •Limited to public information
- •Some people have limited online presence
- •Cannot access private info
Person Research
Purpose
Prepare for important meetings by researching the people you will meet. Build rapport faster, ask better questions, and make stronger connections by understanding their background, interests, and professional journey.
When to Use
Use this Skill when you need to:
- Prepare for a job interview
- Meet a potential client or partner
- Network at an event with specific attendees
- Prepare for investor meetings
- Connect with industry leaders or mentors
Step-by-Step Process
Step 1: Identify the Person
Gather basic identification information.
Ask the user:
- Who do you need to research?
- What is their current role/company?
- What is the context of your meeting?
- What do you hope to achieve from this meeting?
- Any specific topics you need to discuss?
Output Variable: person_info
Step 2: Research Professional Background
Search for their professional history and achievements.
Use web_search to find:
- LinkedIn profile information
- Current role and responsibilities
- Previous positions and career path
- Education and credentials
- Published articles or interviews
- Speaking engagements or podcasts
- Awards and recognition
Output Variable: professional_background Context Used: person_info
Step 3: Find Recent Activity
Discover what they have been working on lately.
Search for:
- Recent news mentions
- Social media posts
- Company announcements
- Conference appearances
- Blog posts or publications
- Press releases
Output Variable: recent_activity Context Used: person_info
Step 4: Identify Connection Points
Find common ground and conversation starters.
Look for:
- Shared connections or experiences
- Common interests or hobbies
- Similar career paths or challenges
- Mutual acquaintances
- Shared alma maters or locations
- Topics they are passionate about
Output Variable: connection_points Context Used: professional_background, recent_activity
Step 5: Create Meeting Brief
Compile a concise preparation document.
Include:
- Quick Bio: 2-3 sentence summary
- Key Facts: Role, company, tenure
- Career Highlights: Notable achievements
- Recent Focus: What they are working on
- Talking Points: 3-5 conversation starters
- Questions to Ask: Thoughtful questions based on research
- Things to Avoid: Any sensitive topics
- Your Pitch: How to frame your value for them
Save using basile_create_document.
Output Variable: meeting_brief
Results from real users
“Found out my prospect was a marathon runner before our call. Started with that, instant connection. Deal closed.”
James P.
Enterprise Sales
Frequently asked questions
What info do you find?
Where does the information come from?
Is this legal?
Get a comprehensive profile of anyone before you meet or reach out
Ready to Get Started?
Built for Professionals who need to research people for sales, networking, or meetings
Start Using This AI PlaybookFree to try · No credit card required