Rex Biberston

The workflow

Deep research on prospect and industry once a meeting books, upload to a Claude Project, prompt for non-generic cited questions, verify every fact, feed transcripts back after each call.

How the work moves

The order is the one already written in this setup. A label appears only when that step names an input, an AI step, or a CRM or output.

1. Input

   Deep research on prospect and industry once a meeting books, upload

2. AI step

   a Claude Project, prompt for non-generic cited questions, verify every fact, feed transcripts back after each call

Rollout

Not listed.

Tools in the setup

• Claude (Projects)

  Holds prospect research plus company research; generates cited discovery questions; keeps context across meetings via transcripts and emails.

Results

In their words, from the source.

'AI has changed my discovery call prep (and I'm never going back).'