Help me prepare sales-agency outreach for [PROSPECT AND COMPANY]. We sell [AGENCY OFFER], and our ideal buyer and buying situation are [IDEAL CUSTOMER PROFILE]. Use only the verified prospect information in [PROSPECT RESEARCH] and the approved evidence in [PROOF, CASE STUDIES, AND CLAIM LIMITS]. The desired next step is [DESIRED NEXT STEP]. First, assess fit in a short table with: evidence of fit, uncertainty, likely business priority, and reason this may not be a fit. Keep facts separate from hypotheses. Then write: 1. One first-touch email of 90–130 words with a relevant observation, a restrained hypothesis about the business impact, one accurate proof point, and a specific call to action. 2. One LinkedIn-style connection note of 300 characters or fewer that does not pitch too early.
3. A three-step follow-up sequence for the next 10 business days. Each message must add a different useful angle: relevant observation, concrete proof, or a close-the-loop option. 4. A 20-minute discovery-call plan with six questions covering current demand generation or sales process, target segment, conversion bottleneck, prior attempts, decision process, and timing. Do not use false familiarity, fabricated news, generic flattery, false scarcity, unapproved pricing, guaranteed outcomes, or a case study that does not fit the prospect’s situation. Never present a hypothesis as fact. If the company is a poor fit, say so and propose a reasoned alternative segment or a no-contact recommendation. Before answering, verify that every personalized claim appears in my research and that each proposed next step is proportionate to the relationship stage. Ask up to 3 clarifying questions only if a required input is missing.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [PROSPECT AND COMPANY] | Enter the prospect’s name, role, company, and any known relationship context. | Maya Chen, VP Marketing at Clearpath HR; no prior contact. |
| [AGENCY OFFER] | Describe the agency service, deliverables, target outcome, and boundaries of your offer. | B2B demand-generation agency that builds paid-search landing pages, conversion tracking, and monthly experiment plans for HR software companies. |
| [IDEAL CUSTOMER PROFILE] | Define the firmographic, operational, and buying conditions that make an account a good fit. | U.S. B2B SaaS firms with a sales-led motion, 25–250 employees, paid acquisition already running, and a need to improve demo conversion. |
| [PROSPECT RESEARCH] | Paste verified facts from the company site, public materials, CRM notes, or prior conversations. | Clearpath HR’s website lists workforce scheduling software for multi-location retailers. Its careers page has a Growth Marketing Manager opening. LinkedIn posts from August mention a new enterprise reporting module. No verified paid-media activity. |
| [PROOF, CASE STUDIES, AND CLAIM LIMITS] | Provide approved customer evidence and state exactly which claims, pricing, or results cannot be used. | Approved case: a workforce software client increased qualified demo conversion from 4.1% to 5.3% over four months after landing-page and tracking changes. Do not promise results, mention pricing, or say Clearpath has tracking problems. |
| [DESIRED NEXT STEP] | State the specific, low-friction action you want the prospect to take. | A 15-minute conversation to compare how they measure paid-search traffic through booked demos. |
How to use
- Give the prompt only public or permissioned account details and approved case-study language.
- Read the fit table before using the outreach; a weak-fit account may not warrant contact.
- Verify every personalized observation against its source and remove anything you cannot substantiate.
- Follow up with: “Make the first email more direct for a VP Marketing, but preserve the same evidence and keep it below 110 words.”
Variations
Agency proposal outline
Use this after discovery to frame a scoped proposal without inventing commitments.
Create a proposal outline for [PROSPECT] based on [DISCOVERY NOTES] and our agency offer, [AGENCY OFFER]. Produce sections for stated objectives, current-state observations, proposed workstreams, deliverables, client responsibilities, measurement plan, timeline assumptions, exclusions, and open decisions. Separate what the prospect explicitly said from our recommendations. Do not include pricing, guarantees, technical feasibility claims, or deadlines unless in [APPROVED COMMERCIAL TERMS]. Before answering, flag every recommendation that needs validation and every material discovery gap. Ask up to 3 questions only if required inputs are missing.
Re-engagement email
Use this for a prospect who paused after a meeting or proposal.
Write two re-engagement emails for [PROSPECT] based on [PAST CONVERSATION AND TIMELINE]. Our offer is [AGENCY OFFER], and permitted proof is [APPROVED PROOF]. One email should reopen the business issue; the other should offer a polite close-the-loop choice. Keep each below 115 words and use one clear next step: [DESIRED NEXT STEP]. Do not claim urgency, restate a benefit as guaranteed, offer concessions, or imply approval. Before answering, distinguish confirmed facts from assumptions and remove unsupported personalization.
Account plan
Use this for a strategic agency target with several stakeholders.
Build a 30-day account plan for [TARGET COMPANY] using [ACCOUNT RESEARCH], for our offer [AGENCY OFFER]. Map likely stakeholder roles, their possible priorities, proof needed, outreach sequence, and evidence gaps. Produce a week-by-week plan with a single measurable activity goal per week and a stop condition if fit remains unproven. Do not identify people or initiatives as facts unless supplied, and do not recommend misleading outreach or unapproved offers. Before answering, label hypotheses and flag the highest-risk assumption. Ask up to 3 questions only if needed.
Tips
- A relevant observation is not a compliment; it is a verifiable fact connected carefully to a possible business question.
- Use a case study only when the client context, intervention, metric, and timeframe are clear enough to be represented accurately.
- Match the ask to the relationship stage: an unfamiliar prospect can reasonably be asked for a brief comparison conversation, not a full diagnostic.
- If research does not show a plausible fit, preserve the account record and move on rather than manufacturing relevance.
FAQ
How personalized should agency outreach be?
Personalize around one verified business signal and one credible reason your offer may matter. More details are not better if they are speculative or irrelevant.
Can AI research agency prospects?
It can organize material you provide and identify questions to investigate. Verify any external claim before placing it in an outreach message.
Should the first email include a case study?
Usually include one concise, qualified result if it closely fits the prospect’s situation. Do not make the result sound guaranteed or universal.