Artificial Idea | AI careers · practical prompts · no hype Thursday, February 26, 2026 · Issue #59 · Prompt Tutorial
The sales research stack
5 prompts for sales professionals to research prospects and write cold outreach
Most sales conversations fail before they begin because the professional knows less about the prospect's situation than the prospect knows about their own problem. These five prompts close that gap before the first conversation.
Issue #58 identified the quality of questions asked in meetings as one of the four triggers of the visibility moment: the signal that tells managers and clients that something has changed in a professional's preparation quality. Nowhere is the quality of pre-meeting preparation more directly consequential than in sales, business development, and client-facing consulting, where the professional who arrives understanding the prospect's situation better than expected wins the conversation before it starts.
The professionals who have developed systematic AI-assisted prospect research are not winning because their pitch is better. They are winning because the conversation is different: more specific, more relevant, more grounded in the prospect's actual situation rather than a generic version of the problem their solution solves. That difference is visible immediately to the prospect and remembered long after the conversation ends.
These five prompts build that preparation systematically.
Prompt 1: The prospect situation builder
You are a senior research analyst helping me
build a comprehensive brief on a prospect
before a sales or business development conversation.
The prospect:
Company: [name, industry, size, stage]
Contact: [their role, seniority, tenure]
What I already know: [paste any research,
their LinkedIn, recent news, or anything relevant]
My solution and what it addresses: [describe]
Please produce:
1. The company's current strategic situation:
what they are trying to achieve, what pressures
they are under, and what has changed recently
that makes this moment different from six months ago
2. The specific challenges most likely affecting
someone in this contact's role right now,
stated in the language they would use internally
3. The business problem my solution most directly
addresses in their specific context, and why
this moment is more or less urgent than usual
4. The two or three questions most worth asking
in the first conversation that would tell me
whether my solution is genuinely relevant to them
5. The signal that would tell me this is not
the right moment or the right fit,
so I can qualify honestly rather than push
Flag where your brief is speculative versus
grounded in the information I have provided.
Prompt 2: The competitive landscape mapper
You are helping me understand the competitive
context my prospect is operating in before
a business development conversation.
The prospect's company and industry: [describe]
My solution category: [describe what you sell
or offer and who else offers something similar]
Please:
1. Identify the two or three alternatives
the prospect is most likely considering,
including the option of doing nothing or
building internally
2. For each alternative, identify its most
compelling argument for the prospect
and its most significant limitation
in their specific context
3. Identify the positioning that most
differentiates my solution from each
alternative in terms the prospect
would find credible, not in terms
that make my solution sound universally superior
4. Identify the question the prospect is
most likely asking themselves about
choosing between options that I should
address proactively in the conversation
5. Tell me the comparison I should avoid making
and why it would undermine rather than
advance my position
Do not produce generic competitive positioning.
Every point should be specific to this
prospect's context.
Prompt 3: The cold outreach personaliser
You are helping me write cold outreach to
a prospect that earns a response by being
specific rather than by being persistent.
The prospect: [role, company, what you know
about their current situation from your research]
My solution and the problem it solves: [describe]
The specific reason this prospect in
particular is relevant right now:
[what triggered you to reach out to them
at this moment rather than any other moment]
Write an outreach message that:
1. Opens with something specific to their
situation that could not have been written
for anyone else, demonstrating you have
done genuine research
2. States the problem you solve in their
language, not your solution's language
3. Makes one specific, credible claim about
what changes for someone in their situation
when they work with you
4. Proposes a specific, low-commitment next
step with a clear reason why it is
worth their thirty minutes
5. Closes without asking them to respond
if they are interested, because everyone
says that
Under 120 words. Subject line included.
No "I came across your profile."
No "I wanted to reach out."
No "I hope this finds you well."
Prompt 4: The discovery conversation preparer
You are helping me prepare for a discovery
conversation with a prospect in a way that
makes the conversation genuinely useful
for them rather than primarily useful for me.
The prospect brief: [from Prompt 1]
The competitive context: [from Prompt 2]
What I need to learn to assess fit honestly:
[describe what would make this a genuine
opportunity versus a poor fit]
Please prepare:
1. Five discovery questions ordered by
their value in understanding the
prospect's actual situation, not
in their value in advancing my agenda
2. For each question, the follow-up that
surfaces the information the first
question alone would not
3. The question I most want to ask but
that feels too direct, and whether
there is a version of it that is
appropriately direct without being aggressive
4. The two or three things I should listen
for that would tell me this is not
the right fit, so I can disqualify
honestly rather than push through
5. The moment in the conversation where
I should summarise what I have heard
before proposing anything, and what
that summary should demonstrate about
what I was listening for
The best discovery conversation makes
the prospect feel understood before
they have heard a pitch.
Prompt 5: The follow-up builder
You are helping me write a post-conversation
follow-up that advances the relationship
rather than just summarising what was discussed.
What happened in the conversation:
[describe the key points, what the prospect
shared about their situation, what resonated,
what concerned them, and what the agreed next step was]
What I want the follow-up to accomplish:
[advance to a proposal, schedule a next call,
introduce a colleague, or something else specific]
Please write a follow-up that:
1. Opens with the single most important
thing I heard them say, demonstrating
that I was listening to their situation
not my pitch
2. Connects what they shared to something
specific I can offer or do for them
in the immediate term
3. Delivers on any commitment I made
in the conversation before asking
for anything
4. Proposes the specific next step we
discussed with a concrete timeline
5. Closes with one sentence that makes
them want to respond
Under 200 words. No meeting summary
that reads like minutes. No "as discussed."
The follow-up should feel like the
continuation of a conversation,
not the documentation of one.
The preparation practice
These five prompts used in sequence take approximately forty-five minutes for a significant prospect where the opportunity justifies the investment. For smaller opportunities, Prompts 1 and 4 alone, the situation brief and the discovery preparation, produce the most impact per minute.
The professionals who run this preparation consistently are not spending more time on sales than their peers. They are spending the same time differently: on understanding rather than on pitching, on questions rather than on answers, on the prospect's situation rather than their own solution.
The prospect who feels understood before they hear a pitch is in a different evaluative state from the one who has heard a pitch and is now deciding whether to engage. The preparation is what produces the understanding. The understanding is what produces the conversation worth having.
Monday we close out February with a piece on something the past several issues have been circling and that the first two months of 2026 data now supports directly: the specific argument for why the professionals reading this are better positioned than the dominant narrative about AI and careers suggests, and what the next thirty days should look like to make that positioning concrete rather than theoretical.
The argument is grounded in data. The thirty days are specific. Monday covers both.
— Team Artificial Idea

