Outbound Kitchen - B2B Sales Podcast

[GREATEST HITS] OK3: How to use Perplexity AI for outbound and account research

Mar 30, 2025
Unlock the secrets of efficient research with Perplexity AI! Discover why it's a better choice than GPT or Google for B2B outbound strategies. Learn practical tips and common pitfalls when using this tool. Dive into real-world examples, like researching private companies and the nuances of analyzing public firms. Enhance your account planning and prospect engagement with cutting-edge techniques that streamline your sales approach.
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ADVICE

Why Use Perplexity AI

  • Use Perplexity AI for real-time, relevant, aggregated information from multiple sources with links.
  • Avoid Google or ChatGPT for quick, updated account research because they lack real-time and multi-site link analysis.
ADVICE

How NOT to Use Perplexity AI

  • Don't use Perplexity AI to write your cold emails or scripts; it should assist in finding info, not generating outreach messages.
  • Always curate relevant insights yourself for better quality and context.
ANECDOTE

Using Prompts for Private Company Research

  • Elric uses five tailored prompts with Perplexity AI to build detailed account plans for private companies like Nooks.
  • These prompts gather company overview, leadership, competitors, tech stack, market trends, and recent initiatives for outreach.
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