A 6-step prompt chain that turns any target account into a personalized outbound campaign, debriefs every call, and feeds performance back into your system. Built for SDRs, AEs, and Sales Managers who want repeatable, context-aware AI output.
Research your company website and produce a structured Sales Playbook covering: company overview, ICP, value drivers, pain points, proof points, competitive differentiation, pricing context, top objections, and qualification criteria. Save this as your persistent AI context layer.
Best tools: Claude, Gemini | Trigger: Once per company or when positioning changes
Research a target account in 60 seconds. Pull recent news and signals, strategic priorities from job postings, likely pain points, trigger events, buying personas, and 3–5 specific personalization hooks. Run in the same thread as Step 3.
Best tools: Claude, Gemini (with web search) | Trigger: Before any first outreach
Write a 3-touch sequence (Email 1: 80 words, Email 2: 60 words Day 3, Email 3: 40 words Day 8) grounded in the Playbook and Dossier. Output includes two subject line options per email. Drop directly into your sequencer.
Best tools: Claude, ChatGPT | Trigger: Continue in same thread as Step 2
Paste rough call notes and get a polished, 150-word follow-up email within the hour. Opens with something specific they said, recaps alignment, addresses concerns, confirms next step, closes with why now / why us.
Best tools: Claude, ChatGPT | Trigger: Within 1 hour of any call or demo
Paste a call transcript and receive a complete MEDDPICC document (Confirmed / Inferred / Gap for each element), a deal health score across four dimensions, and three prioritized next actions. Claude handles transcripts up to 100K tokens.
Best tool: Claude (primary) | Trigger: After any qualifying discovery call
Paste last week's campaign data for a structured review: performance summary, what's working, what needs attention, root cause hypotheses, a 3–5 item action plan for next week, and one defined A/B experiment to run.
Best tools: Claude, ChatGPT | Trigger: Every Monday or Friday