What you'll get
- 10 copy-ready blocks
- Spreadsheet-ready
- 5 min read
- Account fact sheet (paste at the top of the conversation)
- Prompt 1: Rules
- Prompt 2: What the fact means for each role
- Prompt 3: One question per role
- Prompt 4: Opening lines
- Prompt 5: Full short email
- and 4 more
How to use it
- Step 1: Fill in the fact sheet with things you have read and can link to.
- Step 2: Run prompt 1 once per account, then prompts 2 to 5 for each role.
- Step 3: Run prompts 6 and 7 on everything before you send.
- Step 4: Rewrite the result in your own voice. Send one person at a time.
Paste only public information. Do not paste personal details beyond name, title and what the person has said in public about their work.
The same company fact means different things to finance, IT and operations. These prompts take one checked fact and produce a short, role-specific opening for each person, without inventing anything about them.
Part 1: Fact sheet
Account fact sheet (paste at the top of the conversation)
Company: [name]
Fact 1: [what changed, with date and link]
Fact 2: [stated priority, exact wording, with source]
Fact 3: [optional]
What we do, in one plain sentence: [ ]
People:
- [Name], [title], likely role in the decision: [ ]
- [Name], [title], likely role in the decision: [ ]
- [Name], [title], likely role in the decision: [ ]Part 2: Seven prompts
Prompt 1: Rules
Use only the fact sheet above. Do not add facts about the company or the people from memory. If you need something that is not there, ask me. Write in plain British English, short sentences, no superlatives, no exclamation marks. Confirm, then wait.Prompt 2: What the fact means for each role
For each person on the fact sheet, write two lines: (a) what Fact 1 probably changes in their work this year, (b) the question they are probably being asked by their own boss because of it. Label every line "inference".Prompt 3: One question per role
For each person, write one question I could ask that only someone in their role could answer, and that they would find worth answering. No question may be answerable from the company's website.Prompt 4: Opening lines
For each person, write a two-sentence opening for an email: sentence one states Fact 1 or Fact 2 exactly as given, sentence two links it to their role using the inference from prompt 2, phrased as a possibility, not a claim. Do not mention our product.Prompt 5: Full short email
For [name], write an email under 90 words: the opening from prompt 4, one sentence on what we do (from the fact sheet, unchanged), the question from prompt 3, and nothing else. Subject line under six words, no punctuation tricks. Give me two versions.Prompt 6: Fact check
List every factual statement in the emails above. Next to each, write which fact-sheet line it comes from. Mark anything that does not come from the fact sheet as "NOT SOURCED" so I can remove it.Prompt 7: Consistency across the committee
Read all the emails as if the recipients forwarded them to each other. Do any two contradict each other, promise different things or describe our company differently? Would any recipient feel a colleague had been approached behind their back? List the problems and suggest the smallest fix for each.Part 3: Send log
Send log header (paste into a spreadsheet)
Account Person Role Fact used Question asked Checked by Sent (date) ResponseWorked example (illustrative, not a real company)
Quaywise, a warehouse-software seller, runs prompt 4 for three people at "Northfield Logistics". The company, people and fact are invented.
One fact, three openings
Fact 1: Northfield announced a second distribution centre in March (press release).
Dana Whitfield, VP Supply Chain
"Northfield announced a second distribution centre in March. I imagine that turns planning for one site into planning for two, possibly with a new team."
Marcus Lee, Head of IT Applications
"Northfield announced a second distribution centre in March. That may mean the warehouse system has to serve two sites, and that anything running beside it will come to you for review."
Finance director (name to be confirmed)
"Northfield announced a second distribution centre in March. A second site often means stock held in two places, which may be something finance is being asked to watch."Prompt 7 flagged one problem: the first draft to Marcus did not mention that Dana had already been contacted. One sentence was added.
Check before you send
- Every fact in the message is on the fact sheet, with a link I opened.
- Inferences read as possibilities ("may", "I imagine"), not as knowledge.
- Nothing refers to the person's private life, photos or non-work posts.
- Each person's message would survive being forwarded to the others.
- I have rewritten it in my own voice and read it aloud once.
Why this works on named accounts
Common questions
How do you personalise sales emails with AI?
Give the assistant facts you have checked and ask it to read them from each recipient's role. Do not ask it to find facts about the person; that is where invented details come from.
Is AI personalisation obvious to buyers?
It is when it only swaps a name and a scraped detail into a pitch. A message built on one true company fact and a question fit for the role reads as written by someone who did the work.
Which roles should get their own version?
At least the budget owner, the day-to-day owner and the technical evaluator. Their concerns differ enough that one message cannot serve all three.
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