TestedAccount Research & Buyer IntelligenceSame-Day Use (under 30 min)

Build a Buyer Intelligence Brief on Any Executive

Turns public profile data into a structured brief covering background, priorities, and personalization hooks.

About this prompt

Researches a named executive across LinkedIn activity, public speaking, and published content to produce a structured contact brief. Designed for AEs and SDRs preparing for cold outreach, discovery calls, or executive meetings. Use it when you have a specific stakeholder and need more than a surface-level profile scan before engaging.This prompt addresses the pre-call research problem: you have a name and a title, but no clear picture of what the person cares about or how to open the conversation. You provide [STAKEHOLDER], [ACCOUNT], [ROLE], the purpose of the upcoming interaction via [TIMEFRAME], your [PRODUCT], and any [KNOWN FACTS] you already have. It produces a five-section brief covering career snapshot, public activity and themes, personalization hooks, warm connection angles, and open research gaps. Customize [TIMEFRAME] precisely — cold outreach vs. executive briefing changes which hooks to prioritize. Use this over a generic company research prompt when your prep objective is contact-level, not account-level; pair it with an account research prompt when you need both. The brief explicitly flags what could not be confirmed, so you enter the conversation knowing where your assumptions are.

The prompt

You are an expert B2B sales strategist helping an account executive or SDR build a complete intelligence brief on a specific buyer contact before a sales conversation. CONTEXT TO FILL IN - Prospect co
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Variables to replace

STAKEHOLDER | ACCOUNT | ROLE | TIMEFRAME | PRODUCT | KNOWN FACTS

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePre-Prospecting
SeatAE, SDR
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryAccount Research & Buyer Intelligence
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