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    The B2B Sales Podcast

    How I use ChatGPT to research 10-K reports, with Thibaut Souyris

    Tue Jul 04 2023
    B2B SalesChat GPTResearching 10K Reports

    Description

    The episode is an introduction to the B2B Sales podcast where thought leaders, experts, and top performers in B2B sales are interviewed. Tactical tips and insights on starting conversations, generating opportunities, and closing deals faster are shared. The episode focuses on how to use chat GPT to research 10K reports and other corporate documents for sales purposes. It provides a step-by-step guide on installing the Ask Your PDF plugin, summarizing the reports, zooming in on key topics, finding triggers, and building messages based on the gathered information. Examples of prompts and messages for prospecting companies like Amazon are also provided. The episode concludes with a reminder of the five steps for researching 10K reports with chat GPT.

    Insights

    Use chat GPT to research 10K reports

    The episode provides a detailed guide on using chat GPT to research 10K reports and other corporate documents for sales purposes.

    Step-by-step process

    The episode outlines a step-by-step process for researching 10K reports with chat GPT, including installing the Ask Your PDF plugin, summarizing the reports, zooming in on key topics, finding triggers, and building messages.

    Examples of prompts and messages

    The host shares examples of prompts and messages that can be used when prospecting companies like Amazon.

    Chapters

    1. Introduction
    2. Researching 10K Reports with chat GPT
    3. Conclusion
    Summary
    Transcript

    Introduction

    00:03 - 07:05

    • The podcast is about the B2B Sales podcast and the hosts interview thought leaders, experts, and top performers in B2B sales.
    • They also share tactical tips and insights on starting conversations, generating opportunities, and closing deals faster.

    Researching 10K Reports with chat GPT

    00:03 - 07:05

    • Step 1 is to install the Ask Your PDF plugin on chat GPT, which allows browsing through PDF documents and asking questions.
    • Step 2 involves summarizing the 10K report using chat GPT's ability to read PDFs.
    • Step 3 is zooming in on a key topic by continuing the conversation with chat GPT and asking specific questions.
    • Step 4 is finding a specific trigger by asking chat GPT to locate relevant sections in the report.
    • Step 5 is building a message based on the information gathered from the report.
    • The host provides examples of prompts and messages that can be used when prospecting companies like Amazon.

    Conclusion

    00:03 - 07:05

    • The summary concludes with a reminder of the five steps for researching 10K reports with chat GPT.
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