15 AI Prompts for Sales Prospecting and Account Research

You are helping me research one company so I can have a useful first conversation with people there. I sell [what you sell, in one sentence] to [type of company]. The problem we solve is [problem, in the customer's words].

Rules for this whole conversation:
- Use only the sources I paste, or web results you can link to. Cite the source for every factual claim.
- If something is not in the sources, write "unknown". Do not guess names, numbers or dates.
- Keep facts and your own inferences separate, and label inferences as "inference".
- Write in plain English and keep answers short.

The account is [company name], [website]. Confirm you understand, then wait for my first source.

From the sources below, write a snapshot of [company] in 150 words or fewer: what it sells, to whom, where it operates, its approximate size and how it makes money. Then list three things you could not establish from the sources.

Sources:
[paste About page, company profile or annual report summary]

Read the text below from [company]'s [annual report / earnings call / CEO letter]. List the strategic priorities management states for the next 12 to 24 months. For each give: the priority in their words, a direct quote, and which function is likely to own it. No more than six.

Text:
[paste]

From the news items and announcements below, list events from the last 12 months that could change how [company] buys [your category]: leadership changes, funding, acquisitions, expansions, new products, regulation, restructuring, major contracts. For each give the date, the source and one line on why it matters to someone selling [what you sell]. Sort newest first.

Items:
[paste headlines and links, or ask the tool to search and cite]

Here are current job posts from [company]. What do they suggest about (a) the tools and systems in use, (b) teams that are growing, (c) problems they are trying to fix? Quote the line that supports each point and mark each as fact or inference.

Job posts:
[paste]

Using the job posts, case studies and public pages below, list the tools, platforms and suppliers [company] appears to use for [your area]. For each: the evidence, how confident you are (high, medium or low) and what it means for a supplier of [what you sell]. Do not add any tool that is not supported by the sources.

Sources:
[paste]

Based on the leadership page and profiles below, describe how [company] is organised around [function or problem area]: who leads it, who they report to and which neighbouring teams would be affected by a change. Mark any gaps as "unknown".

Sources:
[paste leadership page and profile text]

For a purchase of [what you sell] at a company like [company], list the roles likely to be involved: decision maker, budget owner, technical evaluator, day-to-day owner, finance, procurement, legal or security, and possible blockers. For each role give the likely job title at this company, a named person only if one appears in the sources I have pasted, what they care about and what would make them say no. Label the whole answer as a hypothesis to be tested.

Here is public profile text for [name], [title] at [company]. Write a brief for a first conversation: their remit, career path in two lines, topics they post or speak about, what they are probably measured on, and two questions they would find worth answering. Use only what is in the text. No guesses about personality.

Profile text:
[paste]

Given the buying committee hypothesis and the stakeholder briefs so far, recommend the order in which to approach three people at [company], with one line of reasoning for each. Say what I should try to learn from the first person that would make the second conversation better.

Using everything so far, write three hypotheses about how [problem we solve] shows up at [company]. For each: the evidence from the sources, what we would expect to see if it is true, and one question that would confirm or kill it. Rank them by strength of evidence.

Write one paragraph of 90 words or fewer that I could say aloud to a [role] at [company], explaining why this is worth their time now. Base it on the strongest hypothesis and a real trigger event. No adjectives about us, no claims about results, no statistics unless they appear in my sources.

Write ten questions for a first conversation with [role] at [company]: three about how things work today, three about the stated priority "[priority]", two about who else is involved in decisions like this, and two about timing. Each question must refer to something specific to this company.

For each role in the buying committee hypothesis, list the two objections they are most likely to raise about [what you sell] and what evidence would answer each one. Where we would have no good answer, say so plainly.

Compile everything into a one-page account brief with these headings: Snapshot; Stated priorities; Trigger events with dates; Buying committee (role, name if known, what they care about); Strongest problem hypothesis; Why now; First three people to approach; Open questions. Keep it under 400 words. Keep the source citations.

Review the account brief. Make a table of every factual claim in it with three columns: the claim, the source it came from, and a status of "verified in source", "inference" or "unverified". Then list any names, numbers or dates I should confirm myself before using them in an email or on a call.