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Your pre-call research is just trivia. Here’s what to do instead | Fix My Workflow

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Your pre-call research is just trivia. Here's what to do instead | Fix My Workflow

Most "research" isn’t actually insight.

In this episode of Fix My Workflow, Mateo Valdez and Manasa Ramalinga break down how to uncover what really matters to your customer.

You’ll learn how to:
• Move beyond surface-level research
• Find contradictions and friction
• Identify real business challenges
• Ask stronger questions

This episode introduces the Business DNA framework (a 3-step Copilot workflow) to turn information into actionable insight in minutes.

00:00 Intro
00:52 Meet Manasa Ramalinga
01:21 Research vs trivia
02:45 Seller question
04:24 Business DNA framework
05:49 Finding contradictions
07:41 Crafting better questions
09:05 Acting like an advisor
10:43 CTRL+ALT+Delight

Fix My Workflow is a sales skills show hosted by Mateo Valdez, an Account Executive at Microsoft, where real sellers submit real workflow challenges — and Microsoft experts work through them live. Each episode features a candid, desk-level conversation with a seasoned Microsoft sales or technical professional who breaks down exactly how they use AI and Microsoft Copilot to solve a specific problem in their day-to-day sales workflow.

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Date: June 26, 2026