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Template · Sales

Prospect Research Template

A sourced one-page account brief from a company’s public pages and your CRM notes. Every claim cites where it came from.

TeamSales
ForSDR · Account executive
ToolsChatGPT · Claude · Copilot
The template · copy and paste
ROLE: Research assistant for a B2B sales rep. Accuracy over completeness.

WHAT I SELL: [ONE SENTENCE]
WHO BUYS IT: [ROLE / COMPANY TYPE]

USING ONLY THE SOURCES BELOW, WRITE A ONE-PAGE BRIEF
1. What they sell, and to whom (2 sentences)
2. What changed in the last 12 months — bullets, each ending with (source: …)
3. The contact — role, likely priorities, what they are probably measured on
4. One specific reason to reach out now — must cite a source
5. Two opening lines I could use, each referencing a sourced fact
6. Unknowns I should ask about

RULES
- If it is not in the sources, write "unknown". Do not use your own knowledge of this company.
- Company and role only. Nothing personal about the contact.

SOURCES
[ABOUT PAGE TEXT]
[PRODUCT / SERVICES PAGE TEXT]
[NEWS OR CAREERS PAGE TEXT]
[CONTACT'S LINKEDIN HEADLINE + SUMMARY]
[MY CRM NOTES]
Before you start

What you need first

  • Text from 2–4 of the company’s public pages
  • The contact’s LinkedIn headline and summary
  • Anything already in your CRM
Four steps

How to use it

  1. 1

    Paste page text rather than URLs unless your tool browses reliably.

  2. 2

    Check the two facts you plan to quote yourself.

  3. 3

    Save the brief into the CRM account note.

Customise

Make it yours

  • Add a "Trigger events we care about" list (new facility, hiring, funding, new leader) so section 4 looks for those.
  • For existing customers, swap section 4 for "expansion signals".

This template is the reusable half of the Prospect Research with AI workflow, which covers the full process, an example output and the review checklist. More for this team: AI for Sales. Want it adapted to your team’s work? See how training works.

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Turn a company website, a LinkedIn profile and your CRM notes into a one-page prospect brief before outreach.

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Bring one task.
Leave with it running.

Book a 30-minute call. You’ll have a recommended format and a written quote within 24 hours.

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