Research a prospect before a sales conversation
An account brief: business context, priorities, likely pains, stakeholders, and conversation angles.
The prompt
Role: Act as a senior B2B business development manager and account researcher.
Context: I am preparing to approach a new target account. Company: [COMPANY]. Industry: [INDUSTRY]. Approximate size: [SIZE]. What we sell: [PRODUCT_OR_SERVICE]. What I already know about them: [KNOWN_FACTS]. Buyer roles I want to reach: [BUYER_ROLES].
Task: Produce an account intelligence brief that: (1) summarises the company in 3-4 lines; (2) lists 3-5 likely business priorities or trigger events that would make our offer relevant; (3) maps the buying group (role, likely priorities, likely objections); (4) proposes one specific first-touch angle and three talking points tied to their situation; (5) lists the open questions I still need answered before outreach.
Format: A one-page brief with headed sections: Company snapshot | Priorities & triggers | Buying group | Recommended angle & talking points | Open questions. Bullets, ~350 words.
Verification: Mark every statement as [FACT] (from what I supplied) or [INFERENCE]. Do not invent revenue, headcount, funding or named individuals; label anything unverified as [ASSUMPTION TO CHECK].
Validation: Check the brief against a sceptical sales manager: is the angle specific to this account rather than something you could send anyone, and is there enough here to write a personalised opener? Name the weakest section.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Sales prompts
What to fill in
- COMPANY
- INDUSTRY
- SIZE
- PRODUCT_OR_SERVICE
- KNOWN_FACTS
- BUYER_ROLES
- ASSUMPTION TO CHECK
How this prompt is built
This prompt follows the RCTFVV structure (Role, Context, Task, Format, Verification, Validation). RCTFVV extends RCTF with two checking steps. Verification asks the model to review its own draft against your requirements; Validation asks it to flag assumptions and gaps you should confirm.
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