Account & Prospect Research prompts
Turn scattered public signals into account briefs, pain hypotheses, and prioritized target lists — research in minutes instead of afternoons.
65 prompts · paste-ready, no variables to fill · free
Account research is where most outbound quietly dies. Reps either skip it and send generic sequences, or they burn 45 minutes per account clicking through LinkedIn, 10-Ks, job boards, and press releases with nothing structured to show for it. These prompts fix both failure modes: each one turns a raw pile of public signals — filings, earnings calls, reviews, hiring pages, news — into a tight, decision-ready brief you can act on the same day.
They're built for SDRs prepping a call block, AEs walking into a demo, and sales leaders carving territories or tiering a target list. Most work best in an LLM with web browsing (Claude, ChatGPT, Gemini); the rest run on whatever data you paste in. Answer the interview questions honestly, feed real signals, and treat the output as a first draft a smart analyst handed you — verify anything you're about to say to a prospect's face.
Build a 10-minute company deep-dive brief before you touch an account
Produces a one-page, source-backed account brief with a fixed six-section structure: snapshot, revenue logic, recent momentum, evidence-based pressures, two outreach angles, and landmines to avoid. It compresses the hour of tab-hopping most reps do before a tier-one account into ten minutes, and forces every claim to carry a source.
Define your ICP from your 10 best customers
Reverse-engineers a tight, one-page ICP from your actual closed-won history instead of aspirational guesswork. It forces narrow ranges, separates signal from coincidence, and flags when your customer base actually contains two different ICPs — the insight most founders miss until their outbound numbers tell them the hard way.
Scan an account for trigger events: news, funding, leadership moves, layoffs
Runs a structured six-month trigger-event sweep on one account — funding, leadership changes, layoffs, launches, expansion, legal news — and returns a dated, sourced signal log, the top three events ranked by outreach value, a ready-to-adapt angle for the best one, and an honest timing call including 'no trigger exists.' It turns 'why now' from a guess into evidence.
Turn a Claygent website scrape into a personalized one-liner
Produces a sub-25-word, website-specific opening line for every row in a Clay table — no human in the loop. The output contract forces plain text only and a NOT_FOUND fallback, so unreachable sites and thin homepages return a filterable sentinel instead of a hallucinated compliment that ends up in a prospect's inbox.
Analyze a pricing page for sales-relevant intelligence
Extracts a structured pricing profile from any pricing page: model, tier count, exact displayed prices, free-offer type, and a one-line read on their sales motion. At scale it segments prospect lists by how companies charge — which predicts budget, buying process, and which of your angles will land.
Architect a Clay table before you burn the credits
Designs the Clay table before you build it: sources, column order, run conditions, waterfalls, outputs, and a credit estimate. Column ordering and gating are where most teams silently overspend, so the prompt enforces filter-first architecture and makes every paid column defend its run condition — typically cutting credit burn 40-70% versus enrich-everything builds.
Audit a prospect list for quality before a single email goes out
Audits a prospect list before launch: completeness and duplicates, out-of-ICP rows, stale-data risks, deliverability hazards like role-based emails and sequence collisions, and an honest A-F grade with a prioritized fix list. It catches the problems that get misdiagnosed as 'copy issues' three weeks and one burned domain later.
Build a QBR-ready customer insight summary from calls
Mines a quarter of one account's calls into QBR material: the customer's stated priorities and how they shifted, value moments in their own words, a ranked friction log, expansion needs they've described but not bought, a relationship map with weakening-champion warnings, and a five-item agenda built around discussion questions instead of slides.
Build a Sales Navigator search strategy for your ICP
Designs a layered Sales Navigator system instead of a one-off search: account filters with the miscategorization traps flagged, persona searches with paste-ready boolean strings, a signal layer that surfaces who to message this month, saved-search alerts, and a QA protocol. Built from your real customers, not an aspirational ICP doc.
Build a commenting strategy that gets you noticed by prospects
Turns vague 'engage more' advice into a concrete playbook: whose posts to comment on, four reusable comment structures with examples written for your industry, the anti-cringe rules, and a 15-minute daily routine. Comments are how prospects learn your name before you ever message them.
Build an engage-then-DM warmup plan for a target account list
Builds a systematic pre-DM warmup operation for a target account list: tiering criteria, a 10–14 day engagement ladder per priority prospect, the warm-signal triggers that greenlight the DM, and a weekly rhythm sized to your actual capacity. Familiarity before outreach is the highest-leverage move in social selling, and this makes it operational instead of vibes.
Build an executive profile brief before a meeting with a decision-maker
Produces a one-page executive brief before a high-stakes meeting: career pattern, likely mandate and metrics, sourced quotes, an evidence-based read on their meeting style, and three homework-signaling questions. It replaces frantic pre-call LinkedIn scrolling with a structured prep doc that keeps to public, professional information.
Decode what a company's open roles reveal about its problems
Reads a company's open roles as evidence: what the hiring pattern says about scaling and rebuilding, which specific problems the postings confess to, what tools they name, what leadership vacancies mean for your deal, and the two best outreach hooks tied to it all. Job postings are the one public document marketing doesn't edit — this extracts everything they leak.
Design a prompt chain for a multi-step research pipeline
Designs a production research pipeline as a chain of single-job prompts with strict JSON contracts, validation gates, model-tier assignments, and cost math — then writes every step prompt for unattended execution. It converts the flaky mega-prompt most teams start with into a debuggable assembly line where failures surface at gates instead of polluting output.
Design a scraping pipeline with compliance guardrails built in
Designs a scraping pipeline that survives contact with reality and review: API-first source plans, rate-limit politeness, source-specific compliance flags with GDPR minimization and retention rules, validation and quarantine before data reaches campaigns, breakage monitoring, and explicit kill criteria. It treats compliance as architecture, not a disclaimer paragraph.
Design an enrichment waterfall that stops wasting spend
Builds provider waterfalls per field — email, phone, firmographics — ordered for your specific ICP rather than someone else's template, with validation, stop conditions, and a shown-math cost model. It converts enrichment from a flat subscription habit into an engineered pipeline where every provider position is justified by coverage and price.
Detect a company's tech stack from its website
Builds an evidence-backed technographic profile per account: up to eight tools with category, the exact place on the site each was spotted, and a uses-versus-integrates flag. Cheaper than technographic data vendors for targeted lists, and the evidence field makes every entry auditable and quotable in copy.
Expand your ICP into a new vertical with adjacency analysis
Scores candidate verticals on the five dimensions that actually predict expansion success — problem, buying motion, proof, product gap, and competition — instead of headline market size. You get a ranked verdict, the translation work for messaging and case studies, and a 90-day beachhead plan with explicit kill criteria.
Extract hiring signals from a careers page with Claygent
Converts any careers page into a structured hiring-signal record: open role count, departments, up to three notable titles, a GTM-hiring boolean, and a one-sentence signal summary. Clean JSON per row means you can filter, score, and merge hiring triggers into copy without parsing free text.
Find a company's most recent news or press mention
Finds one verified, recent, sales-usable news item per account and returns it as structured JSON with date, source, URL, and a merge-ready one-liner. The identity check and 120-day window prevent the two classic failures: referencing another company's news, or congratulating someone on a two-year-old raise.
Find a podcast or YouTube appearance for an executive
Surfaces one verified podcast, YouTube, or conference appearance per executive with URL, date, and the stated topic — the raw material for the strongest opener in cold outreach. The triple identity check (name, company, title) makes it safe to run across thousands of prospects unattended.
Find the outreach angle hidden in a company's recent news
Works recent company news through a four-step chain — event, consequence, internal pressure, bridge to your offer — instead of stopping at 'congrats on the news.' You get dated and sourced usable items, fully reasoned angle chains, three distinct openers for the best one, and a skip list of items that would hurt to reference.
Form a pre-call pain hypothesis before your discovery call
Turns raw account research into a ranked, falsifiable pain hypothesis with an opener that positions you as informed rather than interrogating, plus validation questions and an explicit qualify-out signal. It replaces 45 minutes of unfocused pre-call reading with a brief you can act on in the first five minutes of the call.
Generate a 2-minute pre-call research brief before you dial
Compresses messy prospect data (LinkedIn content, Clay rows, news) into a fixed six-section brief under 150 words: who they are, likely priorities, the best opener angle, landmines to avoid, and one tailored discovery question. It makes every dial researched without breaking the volume math of outbound.
Generate ranked pain hypotheses for an account from public signals
Converts a pile of raw public signals into 4-6 falsifiable pain hypotheses, each graded by evidence strength, costed if true, and ranked by fit with your product — plus the discovery question and email opener that would test the top two. It replaces persona-based guessing with evidence-based hypotheses you can confirm or kill in one conversation.
Get a working industry primer for a new vertical in 10 minutes
Compresses the ramp into a new vertical: how money actually moves, the ecosystem's player categories, this year's dominant pressures, the insider vocabulary that separates practitioners from tourists, how buying works culturally, and three discovery questions that signal fluency. It's the difference between sounding curious and sounding credible in week one.
Handle 'talk to my colleague' referrals without losing the thread
Converts a referral reply into two precise emails: one that thanks the referrer while extracting intel and removing all work from their plate, and one to the colleague that spends the endorsement correctly — explicit, factual, and calibrated to whether the referral came from a boss or a peer. Referral threads convert at multiples of cold outreach; this stops them dying in the handoff.
Identify likely champions inside an account from LinkedIn signals
Scores potential champions at a target account on the three things that actually predict championing — pain proximity, internal credibility, and motivation — instead of title. You get a ranked scorecard with reasoning, the likely anti-champion and how to route around them, an activation path for the top pick, and the missing person you haven't found yet.
Infer a prospect's tech stack and what it says about their pain
Turns raw tech-stack evidence — BuiltWith exports, tool mentions in job posts, integration pages — into a confidence-labeled read of what a prospect runs, what they almost certainly also run, and what it reveals about budget, maturity, and gaps your product fills. It converts a list of logos into a fit assessment and a credible talk track.
Map a prospect's competitive landscape and the pressures it creates
Maps the competitive field around a target account — who they actually fight, where they're winning and exposed, recent competitive events — then translates that landscape into the internal pressures your buyer is feeling and two outreach angles built on them. It gives you the 'why now' that comes from their market, not your product.
Map an account's partnerships and ecosystem to find warm angles
Maps the web around a target account — integrations, channel partners, marquee customers, investors, communities — then scans it for overlap with your own ecosystem and ranks the genuinely warm doors in. You get three realistic paths with the specific ask for each, the strategic read on where their partnership energy is going, and an honest cold fallback if no door exists.
Map and navigate a prospect's procurement process without losing momentum
Maps the procurement stages standing between verbal yes and signature for your specific buyer, arms you with discovery questions that surface the whole process upfront, and lists the documents to prepare before anyone asks. Deals stall in procurement because of surprises; this removes them.
Map the buying committee and org structure inside a target account
Builds a buying committee map from whatever account intel you paste in: the roles that get a vote at your deal size, what each person cares about and fears, a read on real budget authority versus title, the dangerous gaps in your map, and the order to work relationships in. Inferred roles are labeled, so you know what's evidence and what's hypothesis.
Mine G2 and review sites for competitor pain quotes
Extracts up to five verbatim pain quotes from a product's critical reviews, each categorized and tagged with the reviewer's segment, plus the dominant pain theme. Feed it your competitors' G2 pages and you get displacement copy written by their own unhappy customers — the exact words your prospects would use.
Mine G2 reviews of a prospect's product to learn their pains
Mines public reviews of your prospect's own product to reveal what their internal teams get beaten up about: complaint clusters with frequency and severity, who inside the company owns each pain, whether it's growing, and which pains your product genuinely addresses. It's discovery intel gathered before anyone takes your call.
Mine Glassdoor reviews for internal pain signals at a target account
Extracts operational intelligence from employee reviews of a target account — broken tooling, manual process complaints, understaffing, leadership churn — with an explicit bias check on the sample, a department-level read, and the selling implications. It also draws the hard line: this intel shapes strategy and discovery questions, and never appears in outreach.
Mine a 10-K or annual report for the pain your product solves
Turns a 10-K or annual report into a seller's cheat sheet: admitted pains with section references, implied pressures, strategic bets, and verbatim quotable lines mapped to the outcome you sell. It replaces two hours of skimming dense filing language with a focused read that flags weak fits honestly instead of forcing connections.
Mine a local business's website for outreach signals
Builds a structured profile of any local business from its website: type, service area, owner name, tenure claim, self-stated differentiator, booking capability, and one outreach hook. It gives local-market campaigns the specificity that owner-operators respond to, at a volume no rep could research by hand.
Mine an earnings call transcript for priorities you can sell against
Converts a dense earnings call transcript into a sales-ready read: the priorities executives actually repeated, the questions they dodged, named initiatives, budget signals, and a one-line opener quoting a specific speaker. It surfaces the difference between scripted messaging and honest signal, which is where the sellable angles live.
Mine case-study pages for named customers and results
Turns any customers or case-study page into structured proof data: up to three named customers with their claimed results, plus a visible-customer count. Use it to personalize with 'you already serve teams like X', to map a competitor's install base, or to score accounts by proof maturity.
Mine competitor mentions across your call transcripts
Harvests the competitive intel buried in your calls: every rival mentioned, in what context, with real sentiment separated from negotiation theater, plus concrete nuggets like pricing figures and renewal dates. Ends with battlecard updates your current talking points probably miss — sourced from prospects, not marketing pages.
Mine out-of-office replies for triggers, referrals, and timing intel
Turns the replies your sequencer ignores into send-timing data, new contacts, and account intel. Each OOO gets a structured extraction: return date with a smart re-send date, named colleagues assessed against your ICP, organizational signals, and the exact next plays — including how to reference a colleague without sounding like you're surveilling the inbox.
Personalize your call script from raw account data in seconds
Converts each pasted account record into four things: an opener insert, a problem-statement insert, the right proof story to cite, and a skip flag for bad-fit accounts, each under 25 words. It gives you Clay-grade personalization at call speed without rewriting your script per prospect, which is what keeps daily dial volume intact.
Prep a pre-demo company research brief that shapes the demo itself
Builds a research brief specifically shaped for an upcoming demo: the company in one breath, current signals, the lens they'll likely evaluate through, which capabilities to lead with and which to deliberately skip, industry-language framing per capability, and the hard questions to prep. It turns research into demo decisions instead of trivia.
Research a territory and select the accounts actually worth working
Turns a raw territory assignment into a worked plan: the shape of the actual market in your patch, where timing pressure clusters right now, a committed shortlist with explicit selection logic, a deliberate ignore list, coverage math matched to your real capacity, and a first-two-weeks sequence. It's the difference between inheriting a list and owning a territory.
Research the regulatory pressure bearing down on an industry you sell into
Builds a seller's map of the regulatory pressure on an industry: which rules actually apply and to whom, the deadline calendar with hard dates flagged, what enforcement realistically costs, which roles carry each burden, and honest lines connecting your product to the two most relevant pressures — plus a verify-before-using list, because compliance-literate buyers punish sloppy claims.
Research when your prospect's budget and planning season actually happens
Establishes when your target's money actually moves: fiscal year end (found or inferred, labeled which), when planning starts and locks, segment-wide freeze and RFP rhythms, and the 2-3 windows your motion should aim for — plus what to do right now given today's date, and a 12-month cadence draft. It turns 'is now a good time?' from a guess into a calendar.
Score a single account against your ICP before it enters a sequence
Scores one account against your actual ICP criteria with evidence per line, an honest verdict, and — critically — explicit unknowns and anti-signals. It stops the quiet list-decay where 'close enough' accounts leak into sequences, and it converts vague ICP language into a repeatable 0-2 scorecard you can apply to every borderline account.
Spot multi-threading gaps from attendee talk time
Maps who actually shows up and speaks across a deal's calls: voice share per attendee, roles read from their words, silent lurkers flagged, and the stakeholder roles nobody on any call fills. Then gives you a specific, champion-safe play to open each missing thread before the deal's single thread snaps.
Summarize a company's recent LinkedIn posts into themes
Compresses a scraped batch of LinkedIn company posts into three supported themes, a summary of the newest post, the best-performing topic, and one merge-ready outreach hook. It turns the noisiest personalization source — social content — into a structured field you can filter on and drop into copy.
Synthesize multi-source research into a 3-bullet account brief
Collapses your whole enrichment waterfall into a fifteen-second read: what the account is, what's happening there now, and the best outreach angle with its evidence. It's the bridge between automated research and human selling — reps get synthesis, not seven columns of raw scrape output to decode.
Tier a raw account list so research effort follows revenue potential
Turns a flat account list into a three-tier system with explicit entry criteria derived from your closed-won patterns, a justification per account, flagged edge cases, the data gaps distorting the tiering, and a concrete effort map — touches and research minutes per tier. It's the allocation decision most teams skip straight past on their way to burning a quarter evenly across 200 accounts.
Translate your ICP into Apollo, Clay, and Sales Nav filters
Closes the gap between your ICP document and an actual list: exact Apollo and Sales Navigator filter builds with title variants and exclusions, plus a Clay enrichment layer for the criteria native filters can't capture. The spot-check protocol catches list contamination before it burns your reply rates and domain reputation.
Turn a call transcript into structured CRM notes
Converts a rambling transcript into a sub-250-word CRM note structured around what deals actually run on: ranked pains with owners and costs, stakeholder map, timeline triggers, agreed next step, and open questions. Consistent enough that anyone on the team can pick up the deal cold — and consistent enough to automate.
Turn a customer case study into a cold email
Compresses a full case study into a sub-90-word cold email built around one before-and-after sentence with a real number. It handles the anonymization question, bans the 'attached is a case study' pattern that kills replies, and offers the story as the CTA — so the proof does the selling instead of a pitch.
Turn a trigger event into a cold call script within 48 hours
Converts any trigger event into a call built on the trigger's implication rather than the news itself: a ranked implication map, a sub-50-word script with honest branches, the callable window before the angle stales, and a disqualifier check. It separates your call from the fifteen congratulations calls the prospect got this week.
Turn messy research notes into a clean, actionable account plan
Synthesizes a messy pile of call notes, screenshots, and fragments into a one-page account plan built from decisions: the load-bearing facts tagged by source, contradictions and dangerous unknowns, a committed falsifiable thesis on why the account buys, and a 14-day action list where every item traces to evidence. Nothing pasted gets silently lost — cut material lands in a parking lot.
Write a cold email from a prospect's tech stack
Converts raw technographic data into ranked implications about how the prospect operates, then writes a sub-85-word email that leads with the implied friction instead of reciting their tool list. It draws the line between insight and surveillance, and tells you when your stack data is too generic to use.
Write a cold email to enterprise buyers
Produces a cold email calibrated to enterprise physics: initiative-aware opening, outcomes framed as risk reduction in the buyer's currency, peer-grade proof, and an org-chart-respecting CTA that invites routing to the right owner. It also tells you when your proof isn't enterprise-credible yet, instead of letting you overclaim.
Write a cold email to event and webinar attendees
Turns event attendance into a topic-continuation email instead of a fake reunion. The email opens with what attendance implies the prospect is working on, connects it to your offer with proof, and closes by advancing the event's conversation — while banning every 'great to connect' move that poisons this channel.
Write a cold email triggered by a funding announcement
Turns funding news into an email about what the money obligates the company to do — the hiring, the targets, the strain — instead of joining the congrats flood. You get the obligation diagnosis, a sub-90-word email that never says 'congrats', and a send-timing recommendation for your offer type.
Write a cold email triggered by a job posting
Converts a job posting into a diagnosis of the initiative behind it, then into a sub-90-word email that speaks to that initiative rather than reciting 'saw you're hiring'. It forces you to pick the honest angle — make the hire succeed, ramp faster, or become unnecessary — and refuses forced connections.
Write a competitor displacement cold email
Builds a displacement email around one felt limitation of the prospect's current tool — surfaced as a stage-based observation, not an attack. You get the wedge analysis, a sub-90-word email with a switcher proof point, and honest handling of the case where your real advantage is price, not capability.
Write outreach to members of a LinkedIn group you share
Turns shared group membership from a lazy opener into a real channel: a filter for which members are worth messaging, separate messages for active versus quiet members, and an escalation path. If you've never participated in the group yourself, it makes you post first — visible members convert far better than lurkers.
Write trigger-based follow-ups for funding, job changes, and launches
Turns a trigger event into a follow-up that leads with what the event changes for the prospect, not a congratulation — plus two variants adapted to your other common triggers, giving you a reusable playbook. It also refuses to force a connection when the trigger doesn't genuinely map to your offer.
Frequently asked questions
It's a reusable instruction set that turns an LLM into a research analyst for one account or prospect. Instead of asking 'tell me about Acme Corp' and getting a Wikipedia summary, a good account research prompt defines the exact output (a brief, a tier score, a pain hypothesis), bans the fluff, and interviews you for your ICP and offer so the research is framed around what you sell.
More prompt categories
Want this running on autopilot instead?
We wire prompts like these into a full outbound system — data, personalization, sending, and replies orchestrated end to end. You own the infrastructure. We guarantee the results.
Apply for a Pilot Spot →