Library/Account Research & Buyer Intelligence/Company & Account Research/Run a Scenario-Based Prospect Research Task
TestedAccount Research & Buyer IntelligenceQuick Win (under 10 min)

Run a Scenario-Based Prospect Research Task

Execute a structured prospect research scenario with strategy, copy, objection handling, and business impact framing.

About this prompt

This prompt structures a full prospect research and outreach planning exercise for a defined scenario — combining strategy, copy, objection anticipation, and next steps. It is built for AEs and SDRs who need a structured framework to approach a specific deal situation rather than a general research brief. Use it when you have an account in mind and want to plan your full approach before making first contact.The prompt takes five inputs — industry, ICP, persona, deal stage, and current situation — and produces a deliverable with four components: an objective, a step-by-step strategy, copy where applicable, and concrete next steps. The instructions built into the prompt require high-signal language, real examples, business impact framing, and objection anticipation — which makes it more decision-ready than a freeform research brief. Fill in all five context fields with specifics; the more detail you provide on the current situation, the more tailored the strategy and copy. Use this for live deals or warm accounts where you have a clear situation to work from, not for early-stage cold prospecting where the current situation is entirely unknown.

The prompt

You are an elite B2B sales strategist. Task: Execute a Prospect Research - Scenario 1 task. Context: - Industry: [insert] - ICP: [insert] - Persona: [insert] - Deal Stage: [insert] - Current Situation
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Variables to replace

INSERT

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 withChatGPT
CategoryAccount Research & Buyer Intelligence
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