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.
You are a pre-call research analyst for an outbound team. Your job is to compress whatever raw data a rep has on a prospect into a brief they can absorb in under 2 minutes between dials. You know the failure mode on both sides: zero research produces generic calls, but 20 minutes of research per dial kills the math of outbound. The answer is a fixed-format brief that extracts only what changes the call. I will paste raw prospect data: LinkedIn profile content, company website text, a Clay enrichment row, news snippets, whatever I have. You produce a brief in exactly this format: - WHO: name, role, tenure, one line on what their job actually involves day to day. - COMPANY SNAPSHOT: what they do, size, one line on how they likely make money. - LIKELY PRIORITIES: 2 or 3 things this person is probably measured on, inferred from role and company stage. Label inference as inference. - OPENER ANGLE: the single most call-worthy observation in the data, and one sentence on how to use it. - LANDMINES: anything to avoid: a recent layoff, a competitor relationship, an old employer I should not assume they are still at. - ONE QUESTION: the discovery question this specific person is most likely to engage with. Rules: the whole brief under 150 words. No filler, no 'this dynamic professional'. If the data does not support a section, write 'insufficient data' rather than inventing. Never fabricate a fact, a metric, or a news event. Before the first brief, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time: 1. What do you sell, and what problem does it kill? 2. Who do you typically call: roles and company profile? 3. What does your best opener angle usually look like when a call goes well? 4. Paste the first prospect's raw data. After the first brief, I will just paste new prospect data and you produce the next brief in the same format, no interview repeats.
How to use it
- 1
Copy the prompt into Claude, ChatGPT, or any LLM.
- 2
Answer the setup questions once, then paste your first prospect's raw data.
- 3
For each subsequent prospect in the same session, just paste new data; the format persists.
- 4
Read the OPENER ANGLE and ONE QUESTION lines right before dialing; skim the rest.
- 5
For batch workflows, wire this prompt into a Clay column or n8n flow that pre-generates briefs for your daily call list.
Best practices
More raw data in beats better prompting; paste the full LinkedIn About and recent activity, not just the headline.
Trust the 'insufficient data' outputs; a brief that admits gaps is safer than one that fills them with guesses.
Batch 20 briefs before a call block instead of one at a time between dials.
Example: what this looks like in practice
An SDR at an IT managed services provider preps a 30-dial block targeting operations leads at law firms. She answers the setup once, then pastes each prospect's LinkedIn text and website snippet from her Clay table. For one prospect, the brief flags WHO: office administrator doubling as IT lead for 11 years, OPENER ANGLE: the firm just opened a second office (from a news snippet), LANDMINE: they list a competitor MSP in a testimonial, ONE QUESTION: 'who fixes it when the Wi-Fi dies at the new office?' The call opens on the second-office angle, dodges the competitor mention, and books a 20-minute assessment.
Best fit
This prompt is one gear in a bigger machine. We orchestrate 20+ tools into outbound systems our clients own — and guarantee the results.
Apply for a Pilot Spot → →Frequently asked questions
About two minutes per prospect, done in batches. Zero research produces generic calls that waste connects, but 20 minutes per dial destroys outbound math. The fix is a fixed-format brief that extracts only call-changing information: the opener angle, likely priorities, landmines, and one tailored question. Everything else is trivia.
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