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Sales emails & follow-ups

Research an account's buying triggers in 3 minutes before you write the email

Tools:
ChatGPT (with web search)
Who it's for

Founders doing their own outbound or prepping for sales calls

What they report

Jason Bay (Outbound Squad) says this prompt finds outbound triggers and preps him for calls in about 2 to 3 minutes, versus the 15 to 30 minutes the research would normally take. A commenter on his post warned that models can make things up, so check every link before you reference it.

Example

The prompt asks for hiring activity (AE, BDR, SDR roles), recent launches and funding with links, quotes from earnings calls, key executives to multi-thread, tech stack, and top three competitors.

from source

How to do it

  1. Use a model with web search turned on.
  2. Fill in the name, role and company.
  3. Click every link it returns. Drop anything you cannot verify.
  4. Pick one trigger that connects to the problem you solve.
  5. Write a first line that references the trigger in plain words.

The prompt

Fill in the [brackets]
Copy prompt

I need help preparing for a deal I'm working. Find triggers in these areas, and link a source for every claim. If you can't find a source, say 'not found' instead of guessing. 1) Hiring: open roles related to [function you sell into]. Summarize count and link the careers page. 2) Recent news and launches in the last 12 months, including funding. Link each. 3) If public: quotes from recent earnings calls about growth initiatives that touch [function]. 4) Key decision-makers: link LinkedIn profiles of [titles]. Note any newly hired executives and their stated focus. 5) Tools they use (from job posts, press releases, BuiltWith or G2). 6) Top three direct competitors. I'm reaching out to: [NAME + ROLE] They work at: [COMPANY]

Prompt:
Adapted from source (condensed; added 'not found' rule)
Source:
Jason Bay on LinkedIn
Read the original ↗
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