Which AI prompts help with prospect research?

What makes a prospecting research prompt work

A prospecting research prompt works when it leaves the assistant no room to guess. It says who the subject is, why you want to know, what to look for and how to show its evidence.

• The subject: the company name and website, or the job title and company.
• The purpose: for example, preparing a first email or a discovery call.
• What to find: a short list of specific questions.
• Evidence: a source link and a date for every point.
• Honesty: say when nothing was found, and mark inference as inference.
• Format: bullet points under each question, so you can scan it.

Which account research prompts help most

The most useful account research prompts ask what the company does in its own words and what has changed recently. Change is what gives you a reason to write now. Adapt these, replacing the square brackets.

• Summarise what [company] sells, who it sells to and how it describes itself on its own website. Link the page for each point.
• List what [company] has announced in the last six months, such as launches, senior hires, funding or new markets. Give the date and source for each, and say if you find nothing.
• From [company]'s careers page and public job posts, which teams are growing? Cite each post.
• What problems is a company like [company] likely to have with [the problem you solve]? Mark each point as sourced or as your own reasoning.

Which prompts help with research on a person's role

Prompts about a person should stay with their role and what they say publicly about their work. That keeps the research useful and respects their privacy.

• What has [name], [job title] at [company], written or said publicly about their work in the last year? Cite each item and leave out anything personal.
• What is a [job title] at a [size] company in [industry] usually responsible for? Mark this as general reasoning, not sourced fact.
• Based only on the sources above, suggest three questions I could ask [name] about [topic].

Which prompts help with competitor research before a call

Competitor prompts should ask what the prospect appears to use today and how the alternatives describe themselves. Ask for evidence and for how strong it is.

• Which tools does [company] appear to use for [category], based on job posts, case studies or integration pages? Cite the evidence and rate how strong it is.
• Summarise in your own words how [competitor] describes [capability] on its own site, with links.
• What questions would show whether [company] is happy with its current [category] tool? Keep them neutral.

How do you check what the assistant found

Open the source for every point you plan to use, because a cited answer can still misread the page or cite an old one. Check the date on each source, too; a launch from two years ago is not news.

Then finish with a summary prompt: turn the checked findings into five lines covering what the company does, what changed, who you are writing to, one likely problem and one question to ask.