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Sales Prospecting Prompt: Account Research to Call Prep Plan

Turn your notes on one target account into an ICP fit check, problem hypotheses, a multichannel sequence, a cold call opener, and a one-page call prep sheet.

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October 11, 2026

Prompt

Act as a senior SDR (sales development rep) who researches one target account at a time, writes outreach that a busy buyer could answer in one line, and keeps every claim tied to facts the rep actually found.

Inputs:
- What we sell, in two sentences, and the problem it solves: [WhatWeSell]
- Our ideal customer profile (industry, size, trigger events, disqualifiers): [IdealCustomerProfile]
- Research notes on the account, with where each fact came from: [TargetAccountNotes]
- The prospect's name, title, and what that role usually owns: [ProspectRole]
- Customer results we are allowed to quote, with the customer's own numbers: [ProofPoints]
- Sequence rules: channels, number of touches, and business days: [SequenceRules]
- What a good first meeting looks like: [CallGoal]

Generate:
1. ICP fit check: a table of each ICP criterion against TargetAccountNotes, marked fit, gap, or unknown, plus the facts that would move an unknown.
2. Account brief in five bullets, using only TargetAccountNotes, each with its source.
3. Three problem hypotheses for this account, each written as a question to confirm on the call, not as a claim.
4. A multichannel sequence that follows SequenceRules: day, channel, and the full message for each touch. Emails under 90 words, one ask each, and one proof point from ProofPoints at most per message.
5. Cold call opener (under 30 seconds), three discovery questions, and replies to the two objections this role is most likely to raise.
6. One-page call prep sheet for CallGoal: why now, what to learn, what to show, and the next step to propose.
7. A short list of facts in the sequence that the rep must re-check before sending.

Rules:
- Use only facts from TargetAccountNotes and ProofPoints. If a number or name is missing, leave a [blank] instead of guessing.
- Do not imply a relationship, referral, or meeting that did not happen.
- Every email must leave room for the opt-out line and physical address that CAN-SPAM requires.

Instructions

Run this in ChatGPT, Claude, or Gemini with facts you collected yourself from the account's website, job posts, and press releases. Replace every [bracket]. Only use customer results you have permission to share. Commercial email in the US must follow CAN-SPAM (honest subject lines, your physical address, a working opt-out honored within 10 business days), so check your sequence tool settings before you send. Do not scrape LinkedIn or other sites for contact details; use data sources your company is licensed to use.

Generated Output

This image was generated using the prompt above.

Sales Prospecting Prompt: Account Research to Call Prep Plan - Result

Examples

Example Input

WhatWeSell: RouteNest is dispatch and route planning software for HVAC and plumbing companies. It assigns jobs to technicians by location and skill so trucks spend less time driving between calls.
IdealCustomerProfile: Residential HVAC or plumbing, 15 to 80 technicians, two or more locations or recent expansion, hiring technicians. Disqualify: commercial-only contractors, under 10 trucks.
TargetAccountNotes: Brightline Home Services, Columbus, Ohio. About page: "serving Columbus since 1998", 35 trucks, heating, cooling, and plumbing. Press release (August 2026): opened a second location in Dayton. Careers page: 6 open technician jobs. Website booking form promises "same-day service when you call before noon".
ProspectRole: Dana Ortiz, Operations Manager. Usually owns dispatch, scheduling, and technician utilization.
ProofPoints: Delta Air and Plumbing (40 technicians) cut average drive time per job from 38 to 29 minutes in their first 90 days. Approved for use in outreach.
SequenceRules: 4 emails, 2 LinkedIn touches, 2 calls over 15 business days.
CallGoal: a 20 minute discovery call to map how Brightline dispatches across both locations.

Example Output

1. ICP FIT CHECK
| Criterion | Status | Evidence |
| Residential HVAC or plumbing | Fit | About page: heating, cooling, plumbing |
| 15 to 80 technicians | Unknown | 35 trucks; technician count not stated |
| Two locations or expansion | Fit | Dayton location, August 2026 |
| Hiring technicians | Fit | 6 open technician jobs |
| Not commercial-only | Fit | Residential booking form |
To move the unknown: ask Dana how many technicians run the 35 trucks.

2. ACCOUNT BRIEF
- Serving Columbus since 1998 (About page)
- 35 trucks, heating, cooling, plumbing (About page)
- Opened a Dayton location, August 2026 (press release)
- 6 open technician jobs (careers page)
- Promises same-day service when customers call before noon (booking form)

3. PROBLEM HYPOTHESES
- Is dispatch for Dayton run from Columbus, or does each location schedule its own trucks?
- With 6 technician jobs open, how do you keep the same-day promise when a crew is short?
- How do you decide which technician takes a call that comes in at 11:30?

4. SEQUENCE (15 business days)
Day 1, email. Subject: Dispatch for Columbus and Dayton
Hi Dana, congrats on opening Dayton. When a company adds a second location, the same-day promise usually gets harder to keep from one dispatch board. How are you splitting jobs between the two today? If it is worth a 20 minute call, I can share how other contractors set this up. [opt-out line and address]
Day 2, LinkedIn: connection request, no pitch.
Day 4, call: opener below. Voicemail: "Dana, it is [rep] from RouteNest, about dispatch across Columbus and Dayton. I will send a short note."
Day 5, email. Subject: 38 to 29 minutes
Delta Air and Plumbing runs 40 technicians. In their first 90 days with RouteNest, average drive time per job went from 38 to 29 minutes, 9 minutes less per job. Would a shorter drive between calls help Brightline keep same-day service? [opt-out line and address]
Day 8, LinkedIn message: "Saw the 6 technician openings. Happy to share how other contractors schedule while they hire."
Day 10, call.
Day 12, email: one question, "Is dispatch on your list for this quarter, or should I check back later?"
Day 15, email: close the loop and leave the door open.

5. CALL OPENER
"Dana, this is [rep] with RouteNest. I am calling because you just opened Dayton, and I work with HVAC and plumbing companies on dispatch. Do you have 30 seconds for why I called?"
Discovery: Who builds the schedule each morning? How do same-day calls get assigned? What happens when a technician runs late?
Objection "We already have software": "Makes sense. Is it doing the routing, or mostly holding the job list?"
Objection "Busy hiring": "Understood. If drive time drops, does each technician fit one more call a day?"

6. CALL PREP SHEET
Why now: Dayton opened in August, 6 technician openings.
Learn: technician count, who dispatches, how same-day calls are routed.
Show: Delta Air and Plumbing result (38 to 29 minutes).
Next step: a dispatch walkthrough with Dana and whoever builds the board.

7. RE-CHECK BEFORE SENDING
Dayton opening date, the 6 job openings, and the same-day line on the booking form.

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