# Research a prospect before a sales conversation

An account brief: business context, priorities, likely pains, stakeholders, and conversation angles.

- Topic: Sales
- Framework: RCTFVV
- Level: Advanced
- Tags: Sales, Research, Productivity, Summarize, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/research-a-prospect-before-a-sales-conversation

## Prompt

```text
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.
```

## What to fill in

- COMPANY
- INDUSTRY
- SIZE
- PRODUCT_OR_SERVICE
- KNOWN_FACTS
- BUYER_ROLES
- ASSUMPTION TO CHECK

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.