Goal: In just a few minutes, go from zero to a valid conversation hypothesis and verified decision-maker contacts.

Who it's for: B2B sales, business development, and marketing professionals. Especially useful in high-ticket sales or when targeting complex buying centers.

What I get out of it: I find out how my product fits real-world challenges, uncover strong entry points, and reach out to the right people with relevance.

TLDR

1. Set up your product profile and define research questions

2. Open the company's website and launch the AI Researcher

3. Read the overview and run your key questions

4. Analyze campaigns and agency setup

5. Pick a focused entry point

6. Find decision-makers

7. Save contact data and send your message

Starting point: What's really happening here

I step into the role of Red Bull Media House — a media company offering immersive content, brand partnerships, and global distribution. My target: Puma. I want to understand whether Puma is currently looking for content-driven media planning partners. I open their website and launch the AI Researcher. I want to understand their priorities, who plans their media, and where I could fit in.

Step 1: Set up your product profile (on the platform)

To give the Researcher context, I start by setting up my offering. You can save multiple product profiles and switch between them depending on the target company.

Here's what I define:

• Name: Red Bull Media House

• Description: What we do, who we help, and how

• What makes us unique: our reach, technology, and media formats

• Research questions: The answers I want from the Researcher

Example

Product name: Red Bull Media House

Product description: Red Bull Media House is a global media company focused on sport, culture, and lifestyle. We produce, distribute, and license premium content across all platforms, helping brands increase reach and relevance through high-impact storytelling.

What makes it unique:

• Owned and operated media network with global distribution

• Deep audience engagement through original formats

• Cloud-based production for fast turnaround

• 1000+ active distribution partners worldwide

Research questions: (This is a simplified version – the real view inside SalesPort includes more detailed context.)

• What kind of advertisement are they currently doing in Austria?

• Are they doing their media planning In-House or is it outsourced?

• Which marketing challenges are they currently facing and how can we help them?

Step 2: Open the client's website and start the research (with the extension)

Let's say I have to sell to Puma. So I go to their main page, puma.com, and keep it open in my browser. While the site is visible, I launch the AI Researcher and select my saved product profile. Within seconds, I get a quick overview of team size, revenue focus, and early signals.

To complete this step, make sure the SalesPort Chrome extension is installed.

If you haven’t added it yet, click here to install it.

Step 3: Read the overview

I skim through the company summary. Where is Puma active? Revenue, headcount, key regions. That gives me the framework I need for relevance. I see that Europe and North America are core markets and that the brand is under pressure to improve margins.

Step 4: Research questions

Now I scroll down to the research questions I added in my product setup. These are automatically answered by the Researcher and come with linked sources.

Here are the three questions I included:

• What kind of advertisement are they currently doing in Austria?

• Are they doing their media planning in-house or is it outsourced?

• Which marketing challenges are they currently facing and how can we help them?

The results include linked sources. I learn that Puma works with Havas International as their media agency and is currently rolling out the “Go Wild” campaign globally. I learn that Puma works with Havas International as their media agency and is currently rolling out the “Go Wild” campaign globally.

Step 5: Dig deeper in the sources

Now I want to confirm the details. I open the linked article about the Havas partnership. It says Havas has been the media agency of record since 2019. The “Go Wild” campaign is live across TV, digital video, social, and out-of-home.

What I check:

• Who runs the media planning?

• What’s the core campaign message?

• Which channels and audiences are involved?

At this point, I see two clear paths: one to Puma’s brand team and one to Havas’s media investments side.

Step 6: Choose one entry point

I decide to go with “increasing efficiency in media planning.” Why? Because Puma is under budget pressure but still needs high impact. That’s where our offering fits.

I write this down for myself:

Puma needs to drive more performance from its global media rollout. Go Wild is already live – with our distribution and content formats, we can help localize impact without rebuilding the campaign.

Step 7: Find the right people

Since Julie was already mentioned in the Havas article as part of the Puma campaign, I know she’s involved and will immediately understand what I’m referring to. So I start by searching for her directly — and then expand from there.

I switch to the “Search” tab and apply filters:

• Seniority: VP, Director, Head

• Department: Marketing (Brand, Media)

• Region: Europe or global depending on the scope

I spot a perfect match: “Julie Haverkamp, Senior Director Global Brand Strategy & Communications.”

Step 8: Save contact details

I hit “Reveal Email” and “Reveal Phone.” Then I save the profile to my list. Now I have a verified contact for my message. I also save a backup contact in case the primary doesn’t respond.

Step 9: Add the agency contact

Because Puma outsources media to Havas, I check for relevant decision-makers there too. First, I go to the Havas website and use their procurement or team filters to search for anyone related to the Puma account. I focus on titles that suggest involvement in buying media — something like "Media Buyer," "Client Services Director," or "Strategic Investments."

I save one VP-level contact. Now I have two doors to enter: brand-side and agency-side.

Step 10: Write and send the message

I use everything I’ve learned (pain point, campaign, context) to craft a short, personal email. No tool talk. No unnecessary filler. Just one relevant insight and a clear next step.

Email example

Hi Julie,

We came across the Go Wild campaign and saw the continued partnership with Havas. Rolling out a global campaign while maintaining local relevance is a challenge, especially under budget pressure.

We work with media brands that aim to scale impact using what they already have in place. We’d love to share one idea that could support what you're building right now.

Would you be open to a short 15-minute exchange?

Best regards,

Extra: Follow-up prompts to go deeper

These are the questions I ask in the chat box to dig deeper and get better sources:

• If media is outsourced: "Which agency leads local execution in [market]?"

• When I spot a new campaign: "What are the main goals or KPIs behind this launch?"

• If revenue pressure is mentioned: "Are they shifting budgets toward performance or brand?"

• If roles are unclear: "Can we map decision-makers in brand, content, and media buying?"

I also use these to clarify and qualify the opportunity:

• How does the company localize global campaigns?

• What role does branded content play in their media mix?

• Do they prioritize reach, engagement, or conversions right now?

Additional prompts I use to surface sales angles:

• What media strategy challenges are visible right now?

• Entry points for a conversation with this brand?

• Who is responsible for media buying?

• Which campaigns are currently live in [market]?

• What agency partnerships are active, and since when?

Wrap-up

Here’s what I now have:

• My product set up with questions tailored to the industry

• Real-world pain points from the company website and public sources

• Two viable paths to start a conversation

• Contact details with verified email and phone

• A short, relevant email ready to send

I know exactly who to talk to and why. And the whole thing took under 10 minutes.