WEEK 2 Tuesday, June 9 · 10AM ET Perplexity

Research & Sourcing with Perplexity

You'll leave with A way to research anything faster than Google, the skill to find real product and material sources with citations, and a repeatable way to turn findings into client-ready information in minutes.

4 Live Skill Sessions Try It Breaks Study Hall Replay Included
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Before You Join
Come ready. It saves you the first ten minutes.

A few quick things to have in place before 10AM ET so you can follow along live instead of setting up while everyone else gets going.

Pre-class checklist
Tap to tick these off — they save on this device
Create your account at perplexity.ai (email or Google sign-in).
Have Chrome open so we can add the extension.
Bring a real research question — a product you are sourcing, a material, a trend.
Have a current project in mind to organize a Collection around.
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The Live Session · 10:00 AM – 12:20 PM ET
Four 20-minute skills. Quick, hands-on, do-it-with-me.

Each block is one focused skill with steps you do as we go — a "Try It" break follows each. Tap a session to open it, then check off steps as you complete them. Your progress saves right here on this device.

0 / 18 steps done
10:0020 MIN
Session 1
Find Perplexity, Sign Up, Understand What It Is
Do it with me — step by step
  • Go to perplexity.ai and create your account.
  • Install the mobile app and the Chrome extension.
  • See what makes it different from Google — it cites sources and synthesizes an answer.
  • Decide whether Free is enough or Pro is worth it yet.
Try It
Ask Perplexity one question you would normally Google. Notice the difference in the answer.
10:4020 MIN
Session 2
Your First Real Search
Do it with me — step by step
  • Phrase a question for Perplexity vs. how you would Google it.
  • Use follow-up questions to go deeper (the thread model).
  • Pick the right search focus for the job.
  • Read and judge the sources it pulls.
  • Save and organize searches into Collections.
Try It
Search a material, product, or trend you are researching now. Ask 2–3 follow-ups. Save it to a Collection.
11:2020 MIN
Session 3
Research for Your Business
Do it with me — step by step
  • Research competitors, market trends, and pricing.
  • Find vendor and manufacturer information fast.
  • Compare products side by side in one prompt.
  • Pull specs and dimensions without digging through PDFs.
  • Find alternatives when something is backordered or discontinued.
Try It
Pick a product you have specified before. Ask for 3 comparable alternatives with pricing, lead times, and specs.
12:0020 MIN
Session 4
Turning Research into Client-Ready Information
Do it with me — step by step
  • Ask Perplexity to summarize findings in a shareable format.
  • Move research into emails, presentations, or proposals.
  • Pair Perplexity + Claude: research in one, write in the other.
  • Build a research workflow you repeat every time.
Try It
Summarize your research for a client email, then paste it into Claude and turn it into a polished recommendation paragraph.