Level Up Your Sales Prospecting with Advanced Research Techniques

Level Up Your Sales Prospecting with Advanced Research Techniques

A shoutout to Chris Spanier and Episode #85 of the Practical, Actionable Marketing Podcast

Sales prospecting has always been a grind. What if you could cut your research time in half and dramatically improve your outreach results?

In Episode #85 of the Practical, Actionable Marketing podcast, host Chris Spanier delivers a masterclass on how to do just that. Titled “Advanced Prospecting Research Tools,” the episode is packed with time-saving techniques and tools that help sales professionals build sharper prospect profiles faster.

As someone with over four decades in sales and sales management, I believe this kind of tactical insight makes a difference. If you haven’t already, listen to the episode. Then, come back here for a quick breakdown of what Chris covered—plus a few of my thoughts.


Why Prospect Research Matters More Than Ever

In a market saturated with sales messages, relevance is your only competitive advantage. The days of blasting generic emails to massive lists are over. Today, the winners are the ones who personalize their outreach with precision—and that begins with better research.

Unfortunately, most salespeople waste hours digging through irrelevant or incomplete data. They either under-research and go in blind or over-research and burn time on unqualified leads. The trick is finding a balance—doing more innovative research, not just more research.

That’s precisely what Chris addresses in this episode.


Build a Tiered Research Stack Based on Prospect Value

One of the most practical ideas Chris shares is a three-tiered research strategy—matching your level of research effort to the potential value of the opportunity.

  • High-value prospects deserve premium research. Tools like Nimbler, Apollo, and Snovio provide the relatively accurate contact data, firmographics, and context for tailored outreach. If you’re tight on budget, these tools often offer free plans with limited monthly records.
  • Mid-funnel prospects are well-suited for tools like LinkedIn Sales Navigator or KnowledgeNet. But here’s the twist: don’t just skim the surface of their profiles. Instead, dig into their activity feed—what they post, like, and comment on. This gives you insight into their priorities, pain points, and current initiatives.
  • Top-of-funnel prospecting at scale can be handled with data platforms like Data Axle. While the data may not always be fresh, the breadth of filters available can help you uncover new accounts that match your ideal customer profile.

This tiered approach lets you allocate your time and tools effectively, ensuring you invest the most effort where it will yield the greatest return.


Go Beyond Firmographics: Create a 360° Prospect Profile

Many sales professionals stop at company size, revenue, and industry. But those are just the basics. Chris recommends creating a “360-degree view” of each prospect.

Here’s what that looks like in practice:

  • Technographics – What software or platforms are they already using? Are they a fit for your stack?
  • Intent Data – Are they actively researching topics related to your solution?
  • Engagement History – Have they interacted with your content or team before?
  • Social Signals – What are their professional interests, and who do they engage with in their network?

When you combine these elements, you get a richer picture of the prospect and their current stage in their buying journey.


Master Boolean Search to Uncover the Hidden Gems

Advanced search operators—especially Boolean logic—can help you cut through the noise and zero in on the right leads. Chris drops a great example:

"marketing director" AND (automation OR personalization) NOT agency

This logic narrows your scope, helping you find prospects that fit your ICP more precisely. You can apply these operators on LinkedIn, Google, and many sales tools that support custom queries. It’s a slight shift that delivers big impact.


Use Trigger Events to Time Your Outreach

Timing matters in sales. A well-timed email—sent when a company has just secured funding or hired a new executive—can dramatically increase your odds of getting a response.

Chris suggests setting up Google Alerts for trigger events such as:

  • New product launches
  • C-suite leadership changes
  • Job postings that suggest a strategic shift
  • Funding rounds or acquisitions

These events signal a company’s openness to change, making it the perfect moment to introduce your solution.


Try This: Audit and Optimize Your Current Workflow

Chris closes the episode with a challenge worth taking seriously. Time how long it takes you to research ten prospects using your current method. Then, apply just one new tool or technique from this episode and time it again.

I’ve done this with sales teams; the results are consistently striking. You save time, uncover better-fit prospects, and send messages that resonate.


Final Thoughts: Practical, Actionable, and Results-Driven

Chris Spanier’s Practical, Actionable Marketing podcast consistently lives up to its name—and Episode #85 stands out. It’s a treasure trove of real-world advice bridging the marketing and sales gap.

If you’re tired of spinning your wheels on prospecting, this episode gives you the tools and tactics to move faster, smarter, and more confidently.

🟦 Listen to Episode #85 nowPractical, Actionable Marketing with Chris Spanier

📌 Take action: Choose one tactic, implement it this week, and measure the difference. The results may surprise you.

Two Tall Guys Talking Sales – AI for Sales Success: Tools, Tactics, and Why You Can’t Ignore It – E124

Two Tall Guys Talking Sales – AI for Sales Success: Tools, Tactics, and Why You Can’t Ignore It – E124

Artificial intelligence (AI) is transforming the sales industry, but does that mean salespeople are becoming obsolete? Absolutely not! In this high-energy episode, Kevin and Sean debunk the myth that AI will replace sales professionals. Instead, they reveal how AI can be a game-changing tool for sales success.

From using AI to refine communication to automating time-consuming tasks, this episode is packed with insights on how AI can help sales leaders and reps work smarter, sell better, and stay ahead of the competition. Tune in to discover practical ways to leverage AI, improve efficiency, and dominate your market.

Key Topics Discussed

🔹 Will AI Replace Salespeople? – The truth about AI’s role in sales and why your job isn’t at risk—but your quota might be. (00:00:45)

🔹 The Evolution of Sales Tools – A nostalgic (and hilarious) look at how tools have always changed work processes—remember manual garage doors and TV dials? (00:02:21)

🔹 AI for Writing & Communication – How tools like Grammarly can make your emails, proposals, and presentations sharper, clearer, and more professional. (00:04:00)

🔹 Boosting Productivity with AI – From auto-generating customized sales presentations to intelligent scheduling, AI can free up time for what matters most: selling. (00:06:01)

🔹 The AI-Powered CRM – If your CRM doesn’t have AI integration or a plan for it, it’s time to rethink your strategy. A modern CRM is essential for competitive sales teams. (00:12:00)

Key Quotes

🗣️ Sean O’Shaughnessey: “You are not going to be replaced by AI. You’re going to be replaced by a salesperson using AI.” (00:01:00)

🗣️ Kevin Lawson: “AI isn’t here to take your job—it’s here to make you a better salesperson. Weaponize your tools and sharpen your axe.” (00:07:33)

🗣️ Sean O’Shaughnessey: “Being afraid of AI is like being afraid of Microsoft Word instead of a typewriter.” (00:10:18)

Additional Resources

🔗 Grammarly – AI-powered writing assistant for better emails, proposals, and reports.

🔗 Canva – AI-enhanced design tool for creating presentations and marketing materials in seconds.

A Significant Actionable Item from this Podcast

🚀 Start Using AI Today! Don’t wait—integrate AI into your daily sales routine now. Whether it’s improving your writing with Grammarly, using AI for scheduling, or leveraging AI-powered CRM features, pick one AI tool and start experimenting. The sooner you adopt AI, the further ahead you’ll be.

Final Thoughts

AI isn’t a threat—it’s an opportunity. The best salespeople will be the ones who embrace AI to work smarter, sell more efficiently, and build stronger customer relationships. Want to future-proof your sales career? It starts here.

👉 Hit play now and learn how AI can be your competitive advantage in sales!

Two Tall Guys Talking Sales – Sales Intelligence 101: Using AI and Networking to Target Ideal Customers – E112

Two Tall Guys Talking Sales – Sales Intelligence 101: Using AI and Networking to Target Ideal Customers – E112

Welcome to another compelling episode of Two Tall Guys Talking Sales with hosts Kevin Lawson and Sean O’Shaughnessey! Kevin and Sean dive deep into a central challenge for sales teams: identifying ideal customers and building a robust prospect list. In this episode, they uncover practical strategies, share indispensable tools, and illustrate how a strong grasp of your customer can turn prospects into loyal clients. Whether you’re part of a lean sales team or managing large territories, this episode is loaded with insights to help you grow.

Key Topics Discussed

  • Building Your Prospect List (approx. 2:00): Kevin introduces the concept of creating an ideal prospect list and breaks down the importance of strategic targeting beyond mere proximity or broad industry fit.
  • Activating and Leveraging Networks (approx. 3:00): Both hosts discuss the value of networking to uncover warm referrals, emphasizing the need to build a customized, one-to-one outreach strategy.
  • Effective Tools for Targeting Customers (approx. 4:45): Sean and Kevin highlight essential tools like LinkedIn Sales Navigator, KnowledgeNet, and AI-powered tools like Perplexity to streamline the process of finding and qualifying leads.
  • Understanding the Customer’s Goals and Structure (approx. 7:20): Sean shares a story about understanding internal company dynamics and how knowing a prospect’s structure and goals helps in creating value-oriented solutions.
  • Actionable Research Insights (approx. 10:15): The duo dives into practical research techniques to understand client organizations and stakeholders, stressing that informed sellers are empowered sellers.

Key Quotes

  • Kevin: “To build a good prospect list, it doesn’t have to mean endless hours on Google or hundreds of cold calls. With the right tools, you can have a list ready before lunch.” (approx. 5:55)
  • Sean: “Your job isn’t just to sell a product; it’s to solve a problem. When you start with that goal, the sale becomes almost inevitable.” (approx. 14:40)
  • Kevin: “Whether you’re a team of one or a team of five, using the tools at hand to maximize your reach and impact makes you competitive.” (approx. 13:00)

Additional Resources

A Significant Actionable Item from this Podcast

Leverage AI-powered tools to gain deeper insights into target companies and individuals before engaging in outreach. By using resources like Perplexity to understand a client’s structure, goals, and decision-making processes, salespeople can craft highly personalized solutions that add immediate value.

In the episode, Sean challenged people to use Perplexity to research his fellow co-host, Kevin Lawson. Here is that Perplexity search: https://www.perplexity.ai/search/can-you-help-me-with-informati-Hdjvd9OgQTWFXrODrlhHnQ


In this episode, Kevin and Sean clarify that sales is about more than products—it’s about partnerships. Discover how to empower yourself with the right tools, refine your approach to prospecting, and bring authentic value to each client. Tune in to Two Tall Guys Talking Sales for actionable strategies to transform how you engage, connect, and close.

Building a Successful Sales Team: A Guide for CEOs and Managers

Building a Successful Sales Team: A Guide for CEOs and Managers

You can overcome obstacles and significantly improve your sales performance with the right mindset, strategies, and tools. For salespeople, sales managers, and CEOs of small companies, the journey to sales excellence is paved with lessons and insights that can be invaluable in improving management capabilities and driving revenue growth.

The sales process is a critical aspect of any business. It’s the engine that drives revenue and growth and the platform on which customer relationships are built. However, businesses often encounter a unique problem in their sales process. The problem isn’t necessarily about the product or service being sold, the market, or the competition. Rather, it’s about the people involved in the process—the salespeople.

Being a salesperson is a challenging profession. It requires a unique set of skills, a deep understanding of the product or service being sold, and a certain level of resilience to face the inevitable rejections that come with the job. But more than that, it requires a mindset that embraces growth, learning, and continuous improvement.

Read the rest of the article…