Help me prepare a credible prospecting approach for one account. I sell [OFFER] to [IDEAL CUSTOMER]. The prospect is [PROSPECT AND COMPANY], and the public information or notes I have are [PROSPECT RESEARCH]. My evidence is [PROOF OR RELEVANT EXPERIENCE]. The next step I want is [DESIRED NEXT STEP]. First, separate facts from assumptions. Use only information I supplied or clearly label an inference; do not invent pain points, initiatives, mutual connections, results, or personal details. Then produce:
1. A prospect brief of 120–180 words: likely priorities, relevant trigger, possible fit, and open questions. 2. Three outreach angles, each tied to one specific fact and one aspect of my offer. 3. One first email of 90–130 words with a subject line, a relevant opening, a single value hypothesis, one proof point, and one low-friction call to action. 4. One LinkedIn connection note of 280 characters or fewer that does not pitch aggressively. 5. A two-touch follow-up sequence, each under 90 words, that adds a new useful angle rather than saying “just checking in.” Keep the language precise and peer-level. Do not claim I researched something unless it appears in the supplied notes. Avoid false urgency, compliments without evidence, feature lists, and requests for a meeting with no stated reason. Before finalizing, verify that each message contains one clear next step and that every factual claim is supported by my inputs. Ask up to three clarifying questions only if a required input is missing.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [OFFER] | Describe the product or service, the outcome it helps produce, and important limits. | A service that improves B2B SaaS onboarding emails through lifecycle copy and experiment design. |
| [IDEAL CUSTOMER] | Describe the buyer role, company type, and problem your offer fits. | Growth or lifecycle leaders at SaaS companies with self-serve trials and a small marketing team. |
| [PROSPECT AND COMPANY] | Enter the prospect’s name, title, company, and any relationship context. | Maya Chen, Head of Growth at Ledgerly, an expense-management SaaS company. |
| [PROSPECT RESEARCH] | Paste public facts, recent announcements, job posts, call notes, or observed signals. | Ledgerly announced a self-serve plan last month and is hiring a lifecycle marketer; Maya posted about reducing time to first value. |
| [PROOF OR RELEVANT EXPERIENCE] | Provide verified customer results, case-study facts, or relevant experience you can honestly cite. | For a 120-person SaaS company, redesigned activation emails lifted trial-to-paid conversion by 14% over one quarter. |
| [DESIRED NEXT STEP] | State the specific action you want, such as a 15-minute call or permission to send an audit. | A 15-minute conversation about their first-week trial experience. |
How to use
- Collect a few verifiable account signals before pasting anything into the prompt.
- Use one outreach angle that fits the prospect instead of sending all three messages.
- Check every claim against the source notes and remove results that cannot be substantiated.
- Follow up with: “Make the first email shorter and frame the call as a discussion of the self-serve launch, not a demo.”
Variations
Account plan
Use this for a multi-stakeholder target account.
Build a six-week account prospecting plan for [COMPANY], where I sell [OFFER]. Use these account facts: [ACCOUNT RESEARCH]. Map likely stakeholders by function, the questions each may care about, a credible entry point, and a sequence of research and outreach actions. Output a weekly table plus three message hypotheses. Distinguish facts from assumptions and do not invent names, budget, internal projects, or buying authority. Ask up to three questions only if key context is missing.
Cold call
Use this before making a focused cold call.
Create a cold-call talk track for [PROSPECT ROLE] at [COMPANY] based on [RESEARCH FACT]. I offer [OFFER] and can credibly cite [PROOF]. Write a 20-second opener, three discovery questions, two likely objections with honest responses, and two ways to ask for the next step. Keep it conversational and avoid claiming an unverified problem. Flag unsupported assertions before answering. Ask up to three questions only if needed.
Breakup email
Use this after several unanswered attempts.
Write a respectful final outreach email to [PROSPECT] at [COMPANY] after [NUMBER] attempts. The original relevance was [ORIGINAL ANGLE], and my last useful resource or offer was [RESOURCE OR OFFER]. Keep it under 90 words, give the recipient an easy opt-out, and leave a specific reason to reconnect later. Do not use guilt, fake deadlines, or generic “circling back” language. Output two subject lines and the email.
Tips
- A useful prospecting message starts with an observable business signal, not a guessed pain point or a flattering description of the company.
- Limit a first message to one value hypothesis; multiple products or benefits make the recipient do the prioritization work.
- Treat job listings, earnings calls, product releases, and role changes as signals to investigate, not proof of a problem.
- Keep your proof point close to the relevant outcome and state the conditions behind it if they matter.
FAQ
Can AI research prospects for me?
It can summarize material you provide, but you should confirm current facts from reliable sources. Do not present an inference as something the prospect said or did.
How personalized should a prospecting email be?
One specific, relevant observation is usually enough. The rest should make a clear connection to a plausible outcome and a small next step.
Should I ask for a demo in the first email?
Ask for the smallest appropriate conversation. If the prospect has not shown active buying intent, a short discussion or permission to share a relevant idea is often more credible.