Build a lead-generation outreach plan for [MY COMPANY AND OFFER] aimed at [IDEAL PROSPECT]. The specific prospect or account is [PROSPECT DETAILS]. The relevant trigger, problem, or evidence I can support is [RESEARCH NOTES]. My proposed next step is [CTA]. Use only the facts, links, and notes I provide. Do not invent company news, mutual connections, performance figures, pain points, quotes, technology usage, or personal details. First, assess fit: explain the likely business problem, why the account may care now, what evidence supports that view, and what remains unverified. If there is no credible reason to reach out, say so and suggest what to research instead. Then produce:
1. An account brief with company context, likely stakeholders, buying hypotheses, disqualifiers, and research gaps.
2. A three-touch sequence: email one, follow-up email, and LinkedIn message. Each must be 70 to 130 words, use one supported relevance point, make one modest value claim, and ask for the specific CTA.
3. Two subject lines for the first email, each under 45 characters.
4. A call-prep sheet with five discovery questions that test assumptions rather than pitch the solution.
5. A CRM note containing facts, hypotheses, next action, and follow-up date placeholder.
Match [VOICE AND COMPLIANCE RULES]. Keep the message focused on the prospect’s outcome, not a feature inventory. Do not write false familiarity or imply permission to contact them. Before answering, flag every sentence that depends on an unverified assumption and check that each touch adds new value rather than repeating the first email. Ask up to 3 clarifying questions only if a required input is missing.Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [MY COMPANY AND OFFER] | Describe what you sell, who it helps, proof you can substantiate, and relevant limitations. | Routewise provides delivery-route planning for regional food distributors; customers report fewer manual dispatch changes, but we have no published ROI benchmark |
| [IDEAL PROSPECT] | Describe the target company type, buyer role, and qualifying criteria. | Operations leaders at U.S. food distributors with 20 to 100 trucks and in-house dispatch |
| [PROSPECT DETAILS] | Provide the prospect’s company, role, public profile details, and any known account context. | Maya Chen, VP of Operations at Harbor Produce Distribution, a 60-truck distributor in Baltimore |
| [RESEARCH NOTES] | Paste verified facts, links, publicly stated priorities, or interactions that justify outreach. | Harbor Produce posted a dispatcher role mentioning multi-stop routing and same-day changes; Maya spoke on a local logistics panel about driver retention |
| [CTA] | State the precise, low-friction next step you want the prospect to take. | A 20-minute discovery call next week to compare their current dispatch workflow |
| [VOICE AND COMPLIANCE RULES] | Describe your brand voice and any legal, privacy, or outreach rules the message must follow. | Direct and respectful; no claims of savings, no personal-data references, and no follow-up more than twice |
How to use
- Paste only verified research notes and clearly label any assumptions you want tested.
- Choose a CTA that matches the prospect’s buying stage, such as a short discovery call, a relevant benchmark, or a technical review.
- Check every personalized line against the source you supplied before sending it.
- Follow up with: “Create a version for a CFO who cares about margin protection, using only these same verified facts.”
Variations
Inbound response
Use this when a prospect has downloaded a resource or requested information.
Draft an inbound follow-up for [LEAD NAME AND ROLE], who took [ACTION] on [DATE]. Their stated interest or form response is [LEAD CONTEXT]. My offer is [OFFER], and the next step is [CTA]. Write a 100-word email, a 40-word voicemail, and three discovery questions. Acknowledge their action without pretending it signals purchase intent. Do not add facts not in the record. Check that the CTA fits the action they actually took.
Account list scoring
Use this when you need to prioritize accounts before writing outreach.
Score these target accounts: [ACCOUNT LIST]. Our ideal customer profile is [ICP], our offer is [OFFER], and our disqualifiers are [DISQUALIFIERS]. Return a table with fit score, supporting evidence, missing data, likely buyer, possible trigger, and recommended next research step. Separate verified facts from hypotheses. Do not infer budgets, intent, or technology usage without evidence. Identify the five accounts worth contacting first and explain why.
Post-demo follow-up
Use this when a sales conversation has happened and you need a factual recap.
Write a post-demo follow-up using these meeting notes: [MEETING NOTES]. The prospect is [PROSPECT], our agreed next step is [NEXT STEP], and our offer is [OFFER]. Produce a 150-word email with their stated priorities, questions we owe answers to, decisions, owners, and dates. Include a plain-text action list. Do not turn tentative interest into a commitment or invent outcomes. Check that every claim is traceable to the meeting notes.
Tips
- Start with a verifiable trigger, but do not treat a job post, funding announcement, or website change as proof that the prospect has your problem.
- Use discovery questions to test your account hypothesis; the first conversation should create information, not force a premature pitch.
- Make the next step proportionate to the evidence and relationship. A cold message usually earns a short conversation, not a full proposal review.
- Keep CRM notes split between observed facts and your interpretation so future follow-ups do not become accidentally misleading.
FAQ
Can AI find leads for me?
It can help define an ideal customer profile, research framework, and scoring criteria. Verify contact data, company facts, consent requirements, and outreach rules through reliable sources.
How personalized should cold outreach be?
One relevant, supported observation is usually enough. Personalization that relies on guesses or private details often harms trust.
Should every outreach message ask for a meeting?
No. The CTA should match the prospect’s awareness and your evidence. Sometimes a useful resource, a short question, or permission to send something relevant is the better next step.