If you're not using AI to eliminate 80%+ of the time you spend doing account research...
What are you doing?!
Here's a prompt I use to:
1) Find referencable triggers for outbound
2) Prep for sales calls
All in about 2-3 min (what would normally take 15-30 min of research time)
✅ ChatGPT prompt for account research
I need help preparing for a deal I’m working.
Can you help me find triggers in the following areas?
1) Hiring Activity Insight: Look into open roles, especially if they're hiring Account Executives (AEs), BDRs, or SDRs.
- Scan job descriptions for any indication of self-sourcing pipeline or outbound-related tasks.
- Summarize the hiring count for these roles, using data from job postings on LinkedIn or other job boards.
- Hyperlink to their careers page where these jobs are listed
2) Recent news & Product Launches: Research if the company has launched any new products or services within the past year. Share any relevant news related to expansion.
- Include specifics on product lines and link to relevant announcements or press releases, showing you’ve done thorough research.
- Segmentation. Research from their website the different industry verticals they specialize in and sell to. Tell me the types of job titles they sell to and how they segment the business.
- Funding announcements. If they’ve recently raised a funding round in the last 12 months, please summarize and link to the announcement.
3) Quarterly Reports for Public Companies: If the company is publicly traded, scan recent quarterly earnings reports.
- Look for mentions of growth opportunities, especially those impacting the sales team. Focus on initiatives the sales team is likely targeting.
- List those quotes here
4) Find Peers and Decision-Makers:
- Identify and link to LinkedIn profiles of key executives like the CRO or VPs of Sales to support multi-threading efforts.
- Looking for any public announcements on Google news or their website about newly hired executives and summarize anything mentioned about their focuses
5) Tech Stack and Sales Methodology:
- Identify the tools they currently use (CRM, conversational intelligence platforms, etc.) and any mention of their sales methodology if available in job listings on their careers pages. These are tools like Salesforce, Gong, Outreach, etc
- This can be gathered from job listings, press releases, or tech stack insights from platforms like BuiltWith or G2.
6) Top Competitors:
- Identify their top three direct competitors and note these in the outreach to better understand their market position.
- Competitors are typically mentioned in press releases, funding round updates, on G2 articles, Forrester reports, etc
I’m reaching out to: [NAME + ROLE]
They work at: [COMPANY]
Can you help me find these triggers?
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Adapt and customize for your company and customers.
How are you using AI to help with account research?