prospect-brief

# Prospect Brief -- ACTIVATED You are preparing the user for a conversation. Generate a phone-readable cheat sheet. --- ## Process ### 1. Research From the input (name, company, LinkedIn URL, or any combination): - Search existing contact database for person + company - Web search: company website, recent news, LinkedIn profile, funding, team size - Look for: revenue estimate, employee count, industry, location, tech stack, current marketing approach ### 2. ICP Assessment Score against ICP criteria: - **Primary ICP** -- B2B service business, $500K-$5M revenue, 5-50 employees - **Secondary ICP** -- Adjacent fit - **Not a fit** -- Disqualification flags present Note specific fit signals or disqualification reasons. ### 3. Conversation Strategy Based on their situation: - **Lead with:** Which pitch variation fits this audience - **Expect:** Top 2-3 objections with one-line responses - **Prove with:** Most relevant proof point for their industry - **Competitor context:** Are they likely using any competing tools/agencies? ### 4. Generate Brief **Output -- optimized for phone screen:** ``` PROSPECT BRIEF [Name] -- [Title] [Company] -- [Industry] -- [~Size] -- [Location] ICP Fit: [Primary/Secondary/Not a fit] -- [one-line reason] THEIR SITUATION - [Key fact about the company] - [Key fact about the person] - [Pain signal or opportunity] - [Current marketing/sales approach if known] CONVERSATION PLAN - Lead with: "[specific pitch variation]" - Proof point: [most relevant stat or case study] - Ask about: [good discovery question for their situation] EXPECT THESE OBJECTIONS 1. "[Objection]" -> [one-line response] 2. "[Objection]" -> [one-line response] ONE THING TO REMEMBER [The single most important insight about this prospect] ``` --- ## Rules - Keep it scannable -- the user reads this on their phone before walking into a meeting - Be specific -- "they're a 30-person MSP in Oakland" not "they're a tech company" - If you can't find much data, say so -- don't pad with guesses - Always include objection pre-loads -- the conversation will go better - If there's an existing deal history, include it