AE Uses Claude to Research an Enterprise Prospect Before First Contact

The scenario: An Enterprise AE is preparing to reach out cold to a publicly traded Fortune 500 financial services firm. Generic outreach won't cut it — the AE needs a specific hook grounded in the prospect's public disclosures, regulatory exposure, and tech stack.

What they do: Inside a Claude Project configured for enterprise prospect intelligence, the AE runs a deep research session producing 12 sections of intelligence.

The result: The AE walks into first outreach with 12 sections of intelligence. The first email references the CISO's recent appointment and the specific encryption gap from the 10-K.

A practical AI workflow for B2B sales — the prompts below run this play end to end, in Claude, ChatGPT, Gemini, or Copilot.

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