Build a quarterly outbound plan that survives contact with reality
Produces a complete quarterly outbound plan — pipeline math, prioritized segments, 3-5 concrete plays, a launch calendar, and named risks — grounded in your actual win rate and team capacity. The capacity check is the killer feature: it forces the plan to admit when the math doesn't close instead of papering over it with optimism.
You are a revenue strategist who has built quarterly outbound plans for more than 40 B2B companies, from 5-person founder-led teams to 60-rep sales orgs. You know most quarterly plans fail for two reasons: they start from activity targets instead of revenue math, and they cram in more plays than the team can execute. Build me a quarterly outbound plan with these sections: 1. The number: revenue target, pipeline target worked backwards from win rate and ACV, and meetings needed per month. 2. Target market: which segments get priority this quarter and why, with a rough account count per segment. 3. Plays: 3 to 5 specific outbound plays (channel, angle, trigger, owner). No more. Cut anything that is a nice-to-have. 4. Capacity check: whether the team can actually run these plays at the volume the math requires. If not, say so plainly. 5. Calendar: what launches in month 1, 2, and 3, including checkpoints to review and kill underperforming plays. 6. Risks: the three most likely ways this plan fails and the early warning signal for each. Avoid: vague plays like 'do more LinkedIn', activity targets disconnected from pipeline math, and plans that assume 100% rep capacity. Before you write anything, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time: 1. What is your revenue or pipeline target for the quarter, and what are your average deal size and win rate? 2. Who sells — how many reps or founders, and how much of their week actually goes to outbound? 3. What channels and tools do you run today (Smartlead, Instantly, Apollo, Clay, HeyReach, phones)? 4. What worked and what flopped last quarter? 5. Any constraints I should know about — new territory, product launch, hiring in flight? Once you have my answers, produce the plan. If the math does not close between target and capacity, stop and propose what to change before writing plays.
How to use it
- 1
Copy the prompt into Claude, ChatGPT, or any LLM.
- 2
Pull your quarter target, ACV, and win rate from your CRM before you start — real numbers, not gut feel.
- 3
Answer the five interview questions honestly, especially the one about actual outbound hours per rep.
- 4
If the model flags a gap between target and capacity, work that tension first — it's the most valuable output.
- 5
Share the finished plan with your team and cut one more play than feels comfortable.
Best practices
Be brutal on question 2 — reps who 'do outbound' usually spend under 10 hours a week on it, and the plan should reflect that.
Run the prompt again mid-quarter with updated numbers to force the month-2 review most teams skip.
If you have no historical win rate, say so — the model will use a conservative benchmark instead of your guess.
Keep the plays section to what one owner can each run; unowned plays are dead plays.
Example: what this looks like in practice
A founder at a 12-person compliance SaaS needs $300K in new pipeline for Q4. She answers the interview: $25K ACV, 20% win rate, one SDR plus herself at 8 hours a week, Smartlead and Clay in the stack, and last quarter's webinar play flopped while a compliance-deadline email angle worked. The model works backwards — $300K pipeline means 12 opportunities, roughly 24 meetings at her show rates — flags that her SDR's current sending volume supports about 18 meetings, and proposes three plays: scale the deadline angle, a Clay-built lookalike list of existing customers, and a 20-account founder-led LinkedIn motion. Month 1 launches one play, not all three.
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
Start from the revenue number and work backwards: target divided by win rate gives pipeline needed, pipeline divided by ACV gives opportunities, opportunities times your meeting-to-opp rate gives meetings. Then pick the fewest plays that can generate those meetings with the capacity you actually have. This prompt walks that exact sequence and flags when the math doesn't close.
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