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Research a Prospect Before Outreach

Easy
Sales & CustomerCommunicationUser NeedsPrioritizationAsked 5 times

Problem

Scenario

You're preparing for first outreach to a new account and want to avoid sending a generic message.

Question

How do you research a prospect before reaching out?

What This Tests

  • How you do user research before outreach
  • How you form a pain-point hypothesis
  • How you assess competitive context
  • How you map likely stakeholders before first contact
Practicing as: Account Executive interview at Fidelity Investments

Hi, I'll play your Fidelity Investments interviewer for the Account Executive role. Candidates describe these interviews as mostly positive and moderately difficult, so expect me to be friendly and conversational. Take your time with the question above and answer like we're in the room.

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