Using Perplexity Deep Research to Find Your Next Teaming Partner

Read on: My website

Read time: 3 Minutes

Perplexity’s Deep Research came out a few weeks ago.

What used to take a few hours on research…can now take minutes.

But…only if you tee it up correctly. I’m going to break down how you can use it with an example of finding a potential teaming partner for an opportunity.

And I’ll give you everything as well. Why…? Well, I want to make you as effective as possible.

Was this newsletter forwarded to you?

We spend a lot of time researching, reviewing, trying to find the right companies, the right partners, the right small business to build our team, and the list goes on.

Let’s watch Perplexity help us with this. It can do a majority of the work for us, not ALL, but help us with a lot of it.

If you’re a small business, you spend time trying to find the right way to position yourself, you can leverage it the same. You just need to make sure you tee up Perplexity in the way to make sure you are asking it the right information. I’ll show you below.

Let’s dance.

First Touch - Start off on the Right Foot

Several tools out there do deep research that have cited materials. Gemini, OpenAI, Claude, etc. all have them. But I decided to change it up and go down the rabbit hole with Perplexity and somehow was able to make it work. When you make it work with a prompt, you usually like to stick with the tool and the prompt (at least in my case).

Perplexity Deep Research is only as good as what you make it. In my post from last week, Mastering the Prompt: A Five-Step Formula for Better Results I discussed the importance of preparing your prompt. The same goes here, the better you set up your prompt, the better off you’re going to be.

Our Example - Government Solicitation for AE Services

We are going to use the following opportunity as our test. To show you how you can build a team, and find individual partners, based on what specifically you are looking for and where you are in your current sales process.

Want to follow along? Here is the opportunity:

• Indefinite Delivery Indefinite Quantity Large Waterfront Projects Architect & Engineer (AE) Services

How to Set Yourself Up

1. Navigate over to Perplexity

2. Select the dropdown menu “Deep Research”

3. And start your prompt

Second Touch - Setup Your Prompt

Build your very detailed prompt to ask Perplexity specifically about what you need. In this example for NAVFAC, I broke down who I am and what I need:

1. I need you to be a government contracting expert with more than 25 years of experience winning prime contracts, setting up teaming agreements, and partnering with small businesses to win.

2. I will be the prime contractor on this opportunity. I want to find small businesses to partner with to build out a strong team for an upcoming contract with NAVFAC.

   I am specifically looking for small businesses that have the following attributes:

   • Service-Disabled Veteran-Owned (certified by the Small Business Administration)

   • Company Services that either: architecture, repair, demolition, construction

   • Relevant experience at NAVFAC Portsmouth Naval Shipyard, ME; Naval Station Newport, RI; Naval Submarine Base New London, CT; Naval Weapons Station Earle, NJ; Philadelphia Navy Yard, PA; and Naval Station Great Lakes, IL

3. Include any and all information for the opportunity

4. I am looking for companies that have strong past performance in each of the categories and the main point of contact that I can reach out to. Include their LinkedIn profile so I can connect with them.

5. Make a table of your findings. Be sure to only look at the respected NAICS codes and the small business size standards, and in the right locations.

6. This is going to be a very competitive bid and I need to make sure I have a strong team assembled or we will not win. I need companies that have won and I can partner with them so we beat the competition and can answer the needs of NAVFAC. If the companies have worked with NAVFAC in the past, it works to our advantage

7. Hit enter

From there, Perplexity will then go and gather research on its end. You will get your results (including sourced material) that you can review. The more detailed instructions you provide, the better results you will get.

You don’t have to try to pack everything in the first prompt, I always recommend building it over a few prompts.

Third Touch - Your Research Assistant at Work

You have preliminary results. You can do a few things from here. I wanted to put this in a position to find out more about the competition as well.

You decided to see who else might be the Prime competitors for this opportunity. So I asked Perplexity to start the preparation of a Black Hat Review based on the Shipley Associates model.

If you are specifically asking for something, ask it.

Here is the link to the Perplexity thread of the overall breakdown of me going through the whole process of building this up in Perplexity and from the opportunity. Check it out below!

Pack Some Additional Punch

Here are a few tips to really hit it out of the park when reaching out

1. If you want to continue and make changes, keep building on the thread. The more specific the better

2. If you have a Perplexity Pro Account (which I do) you have 500 queries per day. Free Accounts only get 5 queries per day. Just situational awareness.

   1. If you want to try Pro, here is my referral here if you’d like to save a few $$$ before signing up long term

3. This can do great research prior to a proposal

I’m constantly adding more and more information on how to leverage Perplexity (as well as other deep research tools) so you can use them to grow your business.

Build towards it, don’t jump the gun.

What the Internet Taught Me This Week

From new tools, recent trends, and market updates, here is what has been on my mind.

1. No More Green Texts! End-to-end encryption for Android and iPhone Users is coming this week

2. An Italian Newspaper has printed the first AI-generated edition

3. Not all love for the world of AI. 94% of executives on not happy with their current AI situations.

Finding the right partner for an opportunity can take time, there are many attributes that you look for. The more that there are, the more research you need to do. Let AI help you with it. It might not be able to do all the work, but it can definitely take a lot off your plate.

From the research to finding the right partners, you can position yourself more effectively when building a team.

Find an opportunity, try out the prompts above, and let me know how it goes!

Have a great week and see you next week.

Whenever you're ready, here are 4 ways I can help you:

1. Unlocking Hidden Potential - Reconnecting with Past Clients for Explosive Growth - Check out my free eBook on how you can find hidden gems in your past clients and help you crush your sales goals.

2. Build your Sales CRM - Download our free Sales eBook on How Your Sales Team Can Maximize Your CRM Tool. Whether it’s Hubspot, Salesforce, or another CRM tool, make sure you leverage it to your advantage.

3. Awesome Sales Resources - Transform your sales engagement and capabilities across Social Selling, CRM, Lead Generation, Enablement, and more.

4. Cribworks Advisor Program - Want more than just resources? Reach out to me and see if our Advisor Program can help you grow your business.