AI isn’t a replacement for knowing your client — but it’s damn good at making sure you show up to the call like you’ve known them for a week. I use AI before every meeting to compress hours of research into something useful, personal, and human-sounding — and no, it doesn’t make me sound like a robot.
Here’s how I do it.
First, I scrape everything I can about the person, the company, and their product or service. Website copy, case studies, recent LinkedIn posts, news mentions, podcast appearances — anything with language that comes from them. It’s not just about facts — I’m capturing tone, vocabulary, values, and pain points in their own words.
Then I throw that into GPT. Sometimes I use ChatGPT with browsing enabled, sometimes I build a quick job in n8n or Node.js to pull data and inject it into an API call. Either way, the goal is context — feed the model what I know, and have it synthesize the rest.
I’ll ask it questions like:
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“Summarize this company’s tone and messaging style.”
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“What problem are they solving, based on their site and case studies?”
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“What pain points is this person likely to care about, based on their public statements?”
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“Draft five questions I could ask that would show I’ve done my homework.”
Then I check it. I’m not copy-pasting what it gives me — I’m filtering it, tweaking it, turning it into real human engagement. The result? I show up to the call knowing what their product actually does, how they talk about it, and what matters to them — without spending two hours going down rabbit holes.
I also use AI to summarize long PDFs or client decks. OCR if I need to. Extract bullet points. Ask GPT to rewrite their 40-slide onboarding doc into a two-minute intro script. Saves me time, saves them the pain of explaining it again.
The key is that I’m not using AI to speak for me — I’m using it to reduce the noise so I can focus on the conversation. It’s like having a junior analyst who never sleeps and doesn’t ask dumb questions. The better you feed it, the better it works. Garbage in, garbage out — same as always.
This isn’t rocket science. It’s just tactical use of tools to make sure when I open my mouth in a meeting, I’m saying something relevant, sharp, and informed. And unlike a lot of AI consultants out there, I don’t need to bluff my way through it — I’ve actually done the prep.
AI can’t fake insight. But it’s great at making sure you don’t miss the obvious. That’s how I use it. No bullshit. No buzzwords. Just leverage.
