What you'll get
- 14 copy-ready blocks
- 9 min read
- Set-up prompt (paste once per conversation)
- Research block (fill in for each account and person)
- 1. First draft from my research
- 2. Cut it
- 3. Read it as the buyer
- 4. Rewrite from the critique
- and 8 more
How to use it
- Step 1: Paste the set-up prompt once at the start of a conversation.
- Step 2: Fill in the research block for one account and one person. Every line must be something you found, with its source.
- Step 3: Run prompt 1 for a draft, then prompt 3 for a buyer's critique, then prompt 2 to cut it.
- Step 4: Run prompt 9 before you send anything.
- Step 5: Read the result aloud. If you would not say it to the person's face, change it.
Do not paste confidential customer data or anything covered by an NDA into a public AI tool. Follow your company's policy.
An AI assistant writes a generic cold email because it is given generic input. These prompts make it work from your research on one account and stop it adding anything you did not supply. They work in ChatGPT, Claude or any similar assistant.
Part 1: Set-up
Set-up prompt (paste once per conversation)
You are helping me write short, plain cold emails to senior buyers in named accounts.
Rules for everything you write in this conversation:
1. Use only the facts in my RESEARCH block. Do not add facts, numbers, customer names, awards or compliments that are not in it. If a fact you need is missing, write [MISSING: what you need] and carry on.
2. Maximum 90 words in the body. Short sentences. No exclamation marks.
3. One question or one ask per email.
4. No flattery, no "I hope this finds you well", no "I came across your profile", no "quick question", no buzzwords.
5. Write the way one senior person writes to another: direct, specific, polite.
6. British English unless I say otherwise.
7. After each draft, list every factual claim in it and the line of my RESEARCH block it came from.
Reply "Ready" and wait for my RESEARCH block.Research block (fill in for each account and person)
RESEARCH
Account: [company]
Person: [name, title]
Role in the decision: [decision maker / budget owner / evaluator / day-to-day owner / unknown]
Trigger or initiative: [what happened, date, source link]
What it implies for their team: [one line, marked "inference" if it is mine]
Problem we solve, in a customer's words: [one sentence]
Proof I am allowed to share: [named customer and published result, or a type of company with no numbers]
Others in the account: [names or roles, and who we have spoken to]
My one question for this person: [ ]
What I must not say: [competitors, claims, topics to avoid]Part 2: Draft and sharpen
1. First draft from my research
Using only the RESEARCH block, write one cold email to this person.
Structure: line 1 states the trigger or initiative as a plain fact. Line 2 says what it implies for their team. Line 3 says what we do in one sentence. End with my one question.
Give me a subject line of two to five words that names the topic, not our company. Then list the claims and their sources as agreed.2. Cut it
Cut the draft to 70 words or fewer without losing the trigger, the implication or the question. Remove every adjective that is not a fact. Remove any sentence about us that the email still works without. Show the new word count.3. Read it as the buyer
Now act as [title] at [company]. You get more cold email than you can read and you delete most of it within three seconds.
Read the draft and tell me, in this order:
1. The exact word where you would stop reading, and why.
2. Anything that sounds generic or machine-written.
3. Anything you would doubt or want a source for.
4. Whether the question is one you could answer in one line from your phone.
Do not rewrite it yet. Give me the critique only.4. Rewrite from the critique
Rewrite the email to fix points 1 to 4 of your critique. Keep to the rules from the start of this conversation. If fixing a point needs a fact that is not in my RESEARCH block, do not invent it: tell me what to go and find.5. Subject lines
Give me five subject lines for this email. Each is two to five words, names something specific to [company], makes no promise and uses no question mark, emoji or capital letters for emphasis. Mark the one you would choose and say why in one sentence.6. Remove the machine-written signs
Check the email for signs of AI writing and remove them: groups of three, "not only X but Y", openings such as "In today's landscape", closing offers such as "happy to share more", words like "streamline", "leverage", "unlock", "seamless", and any sentence that could appear in an email to another company. Return the cleaned email and list what you changed.Part 3: Across the account
7. Same account, different role
Here is a second person in the same account: [name, title, role in the decision].
Rewrite the email for them. Keep the same trigger. Change the implication and the question to fit what this role is responsible for. Say openly in one sentence that I have also written to [first person's name or role]. Use only my RESEARCH block and what I have told you about this person.8. Follow-up that adds something
The first email got no reply. Here is one new fact I have found since: [fact, date, source].
Write a follow-up of 60 words or fewer as a reply in the same thread. It must contain the new fact, one line on what it implies and one question. Do not use "following up", "bumping", "circling back" or any reference to them not having replied.9. Fact check before sending
List every statement in the final email that is about [company], about this person or about our results. For each one, quote the line of my RESEARCH block that supports it. If nothing supports it, mark it UNSUPPORTED.
Then list anything in the email that reads as a promise or a guarantee.Delete or source every UNSUPPORTED line yourself. Open each source link and confirm the fact, the date and that the person still holds the job.
10. Call notes to follow-up email
Here are my notes from a call with [name, title] at [company]: [paste notes].
Write a follow-up email of 120 words or fewer that: thanks them in one line, repeats the two or three things they said in their own words, states the one next step we agreed with its date, and asks who else at [company] should see this. Do not add anything they did not say.Part 4: What these prompts will not do
- Find the facts. The assistant drafts from what you supply. If the research block is thin, the email will be thin.
- Check the facts. An assistant can state a wrong detail with complete confidence. Prompt 9 shows you what to verify. It does not verify it.
- Decide who to write to. That comes from your account list and your map of the buying committee.
Worked example (illustrative, not a real company)
A research block and the draft prompt 1 returned for it. The company, names and facts are invented.
Research block, filled in
RESEARCH
Account: Northfield Logistics
Person: Dana Whitfield, VP Supply Chain
Role in the decision: budget owner
Trigger or initiative: second distribution centre announced, March, company news page
What it implies for their team: two sites planned by one team (inference)
Problem we solve, in a customer's words: "slotting plans go stale by mid-shift"
Proof I am allowed to share: third-party logistics operators, no names, no numbers
Others in the account: Marcus Lee, Head of IT Applications, not contacted
My one question for this person: how will slotting be planned across both sites?
What I must not say: savings figures, competitor namesWhat prompt 1 returned
Subject: Second distribution centre
Hi Dana,
Northfield announced a second distribution centre in March. That may mean two sites planned by one team. We help third-party logistics operators keep slotting plans current through the shift.
How will slotting be planned across both sites?
Sam Carter
Claims and sources: second distribution centre, March (trigger line). Two sites, one team (implication line, inference). What we do (problem line).Check before you send
- Every fact in the email is in my research block and I have opened its source.
- It could not be sent to another company unchanged.
- It is under 90 words with one question.
- I have read it aloud and it sounds like me.
- It identifies me and meets the email rules for the buyer's country.
Why this works on named accounts
Common questions
Can ChatGPT write a good cold email?
It can draft one from research you supply. It cannot find or check the facts. Given only a name and a title, it writes the email everyone else sends, which is why the set-up prompt forbids anything outside your research block.
Do these prompts work in Claude and other assistants?
Yes. They are plain instructions, so they work in ChatGPT, Claude or any similar assistant. Paste the set-up prompt once at the start of each conversation.
Is it safe to paste account research into an AI tool?
Public facts with their sources, yes. Do not paste confidential customer data or anything covered by an NDA into a public AI tool, and follow your company's policy.
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