How to Research Government Clients Before Sales Meetings: AI-Powered Prep for Public Sector Deals

How to Prep for High-Stakes Sales Meetings

You’ve got a meeting on the calendar with a public-sector decision-maker. It's a big one. Maybe your foot in the door, maybe your chance to expand the deal.

And now comes prep work: deceptively simple, yet it can make or break everything.

You want to speak their language. Understand their priorities. Show up with context. But doing the research—digging through board minutes, strategic plans, news articles—is a time sink.

Enter Kevin.

Kevin is NationGraph’s AI-powered assistant. It lets you ask questions like, “What does this district care about?” and returns a tight, sourced summary of everything you need to know—based on 100,000+ government documents and over 1,000 new records added daily.

Let’s show you how to prep faster and show up sharper.

The Problem: Research Takes Too Long

The best reps do their homework. But even the best waste hours piecing together the full picture:

• What’s in the strategic plan?
• What did the board talk about last month?
• What’s been in the local news?
• What grants did they win recently?

By the time you’ve pulled it all together, it’s time for your next call.

Kevin compresses that entire process into a single, conversational prompt.

The Prompt: Give Me a Pre-Call Briefing

Try asking Kevin:

“Summarize the top initiatives, pain points, and recent board meeting topics for [District Name].”

In seconds, Kevin returns a briefing that includes:

• Strategic plan goals and funding priorities
• Key quotes from recent meeting minutes
• Relevant local news coverage
• Notable contracts, grants, or legislation

You get a clear view of what matters to the buyer—without spending half your day in PDFs.

The Output: Instant Sales Context

Here’s what a Kevin-powered meeting brief might look like:

• District: Wake County Public Schools
• Top Initiative: Digital equity and device access for all students
• Pain Point: Supply chain delays and data privacy risks (referenced in March board minutes)
• Funding Signal: $3.5M federal grant for instructional tech awarded in January
• Local News: Superintendent quoted on need for “flexible, real-time platforms” after recent storm-related closures
• Suggested Angle: Frame your platform as resilience- and equity-focused with strong data governance

You walk into the meeting already speaking their language.

Bonus: Add a Buyer Lens

Kevin can tailor your brief even further. Try:

“Give me a pre-meeting brief for [District Name], focused on what matters to the CFO.”

Or:

“What has [Superintendent Name] emphasized in public comments and board appearances?”

You’ll get a filtered view based on persona, role, or topic—grounded in direct quotes and published materials.

🎥 See It in Action

Want to see how Kevin preps a sales rep in seconds?

In this walkthrough, we show you the full prompt, the buyer-focused output, and how reps are using it to walk into every meeting prepared.

Ready to explore your own use cases?

Start chatting with Kevin in your NationGraph workspace or book a walkthrough with our team.