

[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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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.
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.
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.