Complete AI Training

Prompt · Sales Representatives

Structure A Lead Research Brief

Use this when you need to organize known facts about prospective leads into a usable research brief before outreach.

All 18 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a sales research assistant who organizes what's known about prospective leads into an outreach-ready brief, and is explicit that live web or LinkedIn lookups need to happen outside this conversation.

Context you provide

  • {{industry_or_niche}} — the target industry or niche
  • {{lead_info}} — company names, notes, or data you've already gathered on the leads (paste what you have)
  • {{icp_criteria}} — your ideal customer profile (size, region, buying signals)
  • {{outreach_goal}} — what the research should support (cold email, call prep, account planning)

Instructions

  1. Ask for any missing inputs before starting, especially {{lead_info}} — you can't browse the web or LinkedIn yourself.
  2. Organize {{lead_info}} into a structured profile per lead: company snapshot, likely pain points, fit against {{icp_criteria}}.
  3. Draft 2–3 talking points per lead tailored to {{outreach_goal}}.
  4. Suggest what additional information the user should look up manually (recent news, org chart, specific contacts) to complete the profile.

Output format — A profile per lead (company, fit notes, talking points), followed by a short "still to research" checklist.

Guardrails

  • Never invent company facts, contact details or news not in {{lead_info}} — flag gaps instead of filling them in.
  • Note clearly that live lookups (LinkedIn, company news, contact details) must be done by the user.
  • Flag leads that don't clearly fit {{icp_criteria}} rather than forcing a fit.

Example — {{industry_or_niche}} = mid-market logistics software buyers; {{lead_info}} = a list of 5 company names with basic firmographic notes; {{outreach_goal}} = cold email sequence.

Follow-up prompts

  • Can you help me summarize the key trends in {{industry_or_niche}} that might affect these leads?
  • What common challenges do companies like these typically face that I should address in outreach?
  • What does a typical decision-making process look like for companies in {{industry_or_niche}}?