Library/Outreach & Messaging/Referral & Warm Outreach/Write a Trusted Advisor Cold Email That Leads with Help
TestedOutreach & MessagingDeep Work (30+ min)
About this prompt
This prompt produces a cold email using the Trusted Advisor methodology — leading with genuine curiosity about the prospect's situation, offering something helpful without expectation of return, and demonstrating credibility through specific experience rather than claims. Use it for warm outreach, senior-level prospecting, or accounts where a long-term relationship approach is more appropriate than a quick-close mindset. Best for AEs and account managers working strategic accounts.The Trusted Advisor approach works on the premise that helpfulness precedes commerce — if you lead with something genuinely useful to the prospect, you earn the right to a conversation before you've sold anything. This prompt generates a cold email under 100 words that opens with honest curiosity about the prospect's challenges, offers a concrete way to help that has value regardless of whether a sale happens, shows credibility through specific relevant experience (not claims like 'world-class'), and maintains a low self-orientation throughout. Input the prospect's name, title, and company, what you know about their challenges, your specific relevant expertise, what you sell, and a genuine way you could help them right now. The 'genuine way to help' field is the most important — and the hardest. If you can't think of something, this style is less appropriate than a Challenger or direct approach. Use this for senior-level buyers, strategic accounts, and situations where a 6-12 month relationship timeline is acceptable.The prompt
Write a cold email using the Trusted Advisor methodology. Context: - Prospect: [NAME], [TITLE] at [COMPANY] - Their situation: [WHAT YOU KNOW ABOUT THEIR CHALLENGES] - My expertise: [YOUR RELEVANT EXP
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Variables to replace
NAME | TITLE | COMPANY | WHAT YOU KNOW ABOUT THEIR CHALLENGES | YOUR RELEVANT EXPERIENCE | WHAT YOU SELL | VALUE YOU CAN PROVIDE REGARDLESS OF A SALE
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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