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Your AI plan

Your Focus: Fact Checking

Check AI facts by stakes, not by surprise, before anything reaches a buyer.

  • Reading time: 9 minutes
  • Last updated October 20, 2026

For readers whose AI Sales Readiness Assessment results named Fact checking as a focus area. It works from any starting answer.

Fact checking means no AI fact reaches a buyer until you've opened its source, with the strictest checks on the claims that cost the most. To move up one level, change what triggers your check: from facts that feel surprising to every fact about the prospect, then to checks matched to the stakes. This page shows what each answer looks like, how to tell which one is yours and a 30 day plan to move up one step.

In 30 seconds

  • The question: "What happens to a fact AI gives you before it reaches a buyer?" Four answers, scored 0 to 3.
  • Your results tip: "Open every source before a fact reaches a buyer. A link in the output is not proof until you click it, and pricing, security or ROI claims also need approval from the right owner."
  • What moves you up is checking by category and stakes, because the wrong facts that hurt sound normal.
  • The plan: one step up in 30 days, a few minutes per send plus a Friday log review, then retake the assessment.

The four levels of fact checking

Each answer word for word, what it looks like in a real week and what keeps people there.

Scroll sideways to see the whole table.

Score Your answer What a week looks like What usually keeps you here
0 of 3 "If it sounds right, I use it." AI's facts go straight into emails and call openers. A wrong one surfaces only if the buyer corrects you Fluent text feels true. AI writes a guess and a fact in the same confident tone
1 of 3 "I double check anything that seems surprising." You catch the fact that jumps out, like a big number. A changed title or an old event goes through The check runs on surprise, and the costly errors sound ordinary
2 of 3 "I check prospect facts like titles and recent news against LinkedIn or the company site." Every fact about the prospect gets a look before it ships Claims about your own company (pricing, security, ROI, customer results) aren't on the list, and a glance at LinkedIn isn't the same as opening the source AI cited
3 of 3 "I match my checks to the stakes: I open every source for prospect facts, and pricing, security or ROI claims get a source plus approval." You skim low stakes work, open every source behind a prospect fact and route high stakes claims to their owner Nothing yet. The risk is volume: "open every source" quietly becomes "open most of them"

What changes between levels is what triggers the check. At 0, nothing does. At 1, a feeling does: the fact seems surprising. At 2, a category does: every fact about the prospect, however normal it sounds. At 3, the stakes do: you open the exact source behind each prospect fact, and claims about your own company's pricing, security or results go to the person who owns them.

Where you probably are

  1. Check your results screen. Every area shows a bar with your score, such as "1 of 3." That number is your level here.
  2. Use the tie rule. When scores tie, Fact checking comes first of ten, ahead of every other area. So it's in your three unless three other areas scored lower than it. It may be in your three because it wins ties, not because you scored lowest here. With a perfect score, it's the first of your "next three moves," and the results screen shows its advanced tip instead.
  3. Match your profile. Each plan page describes this area at its level.

Scroll sideways to see the whole table.

Your profile Likely answer here What your plan page says about it
Curious Starter (0 to 9) 0 or 1 Lists "healthy skepticism" as a strength, then a first fact check: 5 recent facts about a public company, and open every link
Occasional Experimenter (10 to 17) 1 "You double check facts that seem surprising," which it calls "a checking instinct; it's aimed at the wrong facts"
Capable Practitioner (18 to 24) 2 "Prospect facts checked against LinkedIn or the site," with checks matched to stakes as your next point, built into each template as a claims list
AI Power Seller (25 to 30) 3 Being a Power Seller doesn't mean you can stop checking: "Checks matter more as volume grows"

If Fact checking is one of your three, trust the bar over the profile. If the bar says 2 or 3, it's probably there because it wins ties. Start the plan from your level, not from week 1.

Your move up one level

Aim for one step, not the top.

  1. From 0 to 1: pause before you paste

    Target answer: "I double check anything that seems surprising." Before any AI fact goes into a message, read it once and ask: would I bet a deal on this? Check anything that gives you pause. AI predicts likely text, so a confident guess reads like a fact; How AI Assistants Actually Work shows why. This is a first step, not a finish line.

  2. From 1 to 2: check by category, not by feeling

    Target answer: "I check prospect facts like titles and recent news against LinkedIn or the company site." The wrong facts that hurt sound ordinary: a title that changed, an office that's planned but not open. So check every fact about the prospect, every time. Names and titles go against the company site or LinkedIn, read yourself. News goes against the company's own newsroom, with the date.

  3. From 2 to 3: open the exact source, then sort by stakes

    Target answer: "I match my checks to the stakes: I open every source for prospect facts, and pricing, security or ROI claims get a source plus approval." Two changes. Open the link AI cited, not just LinkedIn: a link isn't proof until it opens the right page. Then add your own company's claims. Find out who owns pricing, security and ROI at your company before you need them.

  4. Already at 3: find the weak spots faster

    Your advanced tip: "Ask the model “what in this answer are you least sure about?” before every important send. It is a fast way to find the weak spots." Treat the answer as a map, not proof: you still open what it points to. Build the question into your prompt template so it runs every time. Your AI Plan: AI Power Seller has a prompt that audits five things you sent.

Example

Example: Jordan, prospecting rep at Tallyline (fictional rep and company)

Jordan answered 1 here: only surprising facts got checked. In week 1, Jordan opened the source for every prospect fact in three emails to Harlow Medical Supply (also fictional). One line said Harlow "opened a new distribution center." Harlow's own newsroom said it plans to open one next year. Nothing about the line felt surprising, so the old habit would have let it through. Jordan changed "opened" to "is planning" and logged it as a date error. Your log will differ. Follow yours, not Jordan's.

Your 30 day plan

Your results screen gives this area one tip. This page turns it into a month, so checking becomes a reflex, not a reaction. Week 1 starts with your results tip: open every source and keep a log.

Where to check each kind of fact

Scroll sideways to see the whole table.

Kind of fact Open this Confirm
A person's name or title The company's team page, or LinkedIn, read yourself They're still there, in that role
An event: a launch, an expansion, a new leader The company's own newsroom or the original release It happened, not just announced, and the date is recent
A number: revenue, a funding amount, team size The original filing or release, not a summary of it Same number, same year
Which company it is The website domain Industry and headquarters match the account you mean
A link AI cited The link itself It opens, and the page says what AI claims
Your own company's claim: price, security, ROI, a customer result Your approved materials, then the owner It's in the approved version, and the owner signed off

The first five rows are medium stakes: open the source. The last row is high stakes: source plus approval. It's the row people at 2 usually skip.

Scroll sideways to see the whole table.

Your 30 day fact checking plan
Week Focus What to do Done when Time
1 Open and log For every prospect fact you use this week, open the source yourself before you send. Log each one: the fact, the source and whether it held up Every send this week checked, and a log with an entry for each fact A few minutes per send, plus 10 on Friday
2 Check what sounds normal Add the facts you used to skip: titles, dates, places, product names. Use the table above to choose where to check each one. On Friday, find which kind of fact went wrong most Every prospect fact checked by kind, not by feel, and one pattern found in your log A few minutes per send, plus 10 on Friday
3 Route the high stakes Write down who owns pricing, security and ROI claims at your company. Ask your manager if you don't know. Before any send with one of those claims, get the source and the approval Owners named, and no high stakes claim sent without approval About 30 minutes, then a few minutes per claim
4 Measure and save Time one fully checked send, so you know what the check really costs. Save your best check prompt as a template. Read the whole log, then retake the assessment A timed check, a saved check prompt and a month of log entries About 30 minutes

Prompts for fact checking

Run these in your company approved AI tool. Each matches a week of the plan or a step up. None of them checks a fact for you: each one tells you where to look.

Prompt

Week 1: turn a draft into a check list

Here's a draft I plan to send to a {title} at {company}. List every fact in it about a person, an event, a number or a company, including the ones that sound ordinary. For each, give: the fact in a few words, the kind of fact, the source link you used (or NO SOURCE) and the one place I should open to check it.
Put NO SOURCE facts first. Don't rewrite the draft.

<draft>
{paste the draft}
</draft>

Prompt

Weeks 1 and 2: the Friday log review

Here's my fact checking log for this week: each fact, where it came from, the source I opened and whether it held up.
1. Group the wrong or unconfirmed facts by kind: people, dates, places, numbers, mixed up companies, links or claims about my own company.
2. Tell me which kind went wrong most.
3. For that kind, suggest one line I could add to my prompts or my seller context file to prevent it, and the check I should do first next week.
Use only my log. Don't add examples of your own.

<log>
{paste your log}
</log>

Prompt

From 1 to 2: find the facts that sound normal

Read this brief on {company} and list only the facts a reader would accept without a second look: job titles, dates, office locations, product names, team sizes and anything described as "recent" or "new." For each, show the exact words, the source you used and the date on that source. Mark it STALE if the source is more than 12 months old, and NO SOURCE if there isn't one.
Don't judge whether they're true. I'll open each one.

Prompt

From 2 to 3: check your own claims against approved materials

Below is my draft and my company's approved materials: pricing, a security summary and approved customer results. List every claim in my draft about our pricing, security, compliance, results or customers. For each, quote my sentence and the approved line that supports it, word for word. If no approved line supports it, write NEEDS APPROVAL and the kind of owner who would sign off, such as finance, security or my manager.
Don't soften or rewrite anything.

<draft>
{paste the draft}
</draft>
<approved_materials>
{paste your approved materials}
</approved_materials>

Internal pricing is yellow data: run this in your company approved workspace only.

Prompt

At 3: read it as the buyer

Act as a {title} at {company} who knows their own company well and reads every email closely. Here's an email I plan to send you. Point to any sentence that would make you think "that's not quite right about us," such as a role, a date, a project or a number, and say why it would stand out. Then name the one sentence I should verify again before I send.

<email>
{paste the email}
</email>

Run it in a fresh chat, so it reads the email the way the buyer will: without your brief. It can't know what's true at the company. It shows you where a reader would look first.

Try it now

Your first 15 minutes

  1. Open your company approved AI tool. Not sure which it is? Ask your manager, and practice on a public company until you know.
  2. Open the chat behind your last AI assisted message, or a draft you're about to send.
  3. In that chat, run this starter prompt: "Which facts in your last answer are you least confident about, and why?"
  4. Open the source for each fact it names, plus every prospect fact that has no source. Start your log with what you found.

Your fact checking checklist

0 of 9 done

Ticks are saved in this browser only.

Key idea

The fact that hurts you is the one that sounded normal. Check by category and stakes, not by surprise.

Each will get its own page; until then, the guide next to it covers the same ground.

Retake the assessment

Retake it at day 30. Answer from your log, not your intentions: if some sends went out with sources unopened, pick the answer that matches what you actually did. One step up here adds one point to your total.

Free assessment

What's next

Everything on this page is free, and so is the guide from your results: How to Use AI for Account Research, whose verification step and log this plan builds on. For why AI gets facts wrong, read How AI Assistants Actually Work and What Is a Hallucination?. To see where checking fits in a whole sales week, read AI for Sales: A Practical Guide. If you want all ten areas, the AI for Sales Certification makes checking by stakes a habit in Session 4, where you correct an AI written brief with planted errors and write your own pre send checklist, then verify three real briefs in Session 5. Lead a team? See team options.

Frequently asked questions

Why is Fact checking a focus area when I scored the same here as elsewhere?

Because it wins every tie. The assessment ranks Fact checking first of ten, so it stays in your three unless three other areas scored lower. A small step up here still protects every message you send.

Do I have to check every fact AI gives me?

No, only as hard as the stakes call for. Skim brainstorms and practice roleplays, open the source for every prospect fact in anything a buyer sees, and get a source plus approval for pricing, security and ROI claims.

Is asking AI what it's least sure about enough?

No. It tells you where to look first, but the model can misjudge its own weak spots. Open the sources it points to, and every other prospect fact that reaches a buyer.

Who approves pricing, security or ROI claims?

Whoever your company names as the owner: often finance or a deal desk for pricing, the security team for security answers and marketing or your manager for customer results. If nobody is named, ask your manager before you send.

Does checking every source slow me down?

A little per send, and less over time. Your log shows where errors cluster, so you know what to open first, and emails built on one trigger and one proof point carry fewer facts to check.

Not sure which reading order fits you? Find your path.

AI for Sales Certification

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