#sales prospecting

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.

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.