Library/Account Research & Buyer Intelligence/Company & Account Research/Research a Prospect Before First Outreach
TestedAccount Research & Buyer IntelligenceQuick Win (under 10 min)

Research a Prospect Before First Outreach

Compiles a five-part pre-outreach brief on a named prospect — company context, personal background, pain signals.

About this prompt

Takes a prospect's name, title, and company and produces a structured research brief covering company context, the individual's background and recent activity, pain indicators from job postings and tech stack signals, personalization hooks, and a recommended outreach angle. For SDRs, BDRs, and AEs preparing first-touch outreach. Use it before writing the first email or making the first call.Cold outreach that ignores publicly available context gets ignored. This prompt takes three inputs — name, title, and company — and returns a five-section brief: company basics and recent news, the individual's career history and LinkedIn signals, external pain indicators (job postings, tech stack clues, stated initiatives), specific personalization hooks and trigger events worth referencing, and a channel-and-opening-line recommendation. The goal is to cut research time without skipping the context that makes outreach feel considered rather than generic. Use this when you're working named accounts and have time to personalize properly; use a segment-level approach for high-volume sequences where individual research isn't feasible. Practical tip: the 'conversation starters' section is most valuable when the prospect has posted publicly in the last 30 days — check LinkedIn activity dates before using a hook.

The prompt

Research this prospect before I reach out. Prospect: ● Name: [NAME] ● Title: [TITLE] ● Company: [COMPANY] Research and compile: 1. COMPANY INFO - What they do - Company size - Recent news - Funding/
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Variables to replace

NAME|TITLE|COMPANY

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
SeatSDR, BDR, AE
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Research & Buyer Intelligence
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