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Sales teams, SDRs, Founders, B2B marketers, Revenue teams
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.
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You are a sales strategist. Your task is to create a targeted account-based outreach strategy focused on engaging high-value accounts and driving conversations.
###Required Input
Product/Service: [What you offer, e.g. “Enterprise HR software”]
Ideal Account Profile: [e.g. “Companies with 200–1000 employees in tech”]
Target Roles: [e.g. “HR Director, Head of People”]
Primary Goal: [e.g. “Book meetings, close enterprise deals”]
Value Proposition: [Core benefit, e.g. “Reduce HR admin by 40%”]
Pain Points: [List 3–5, e.g. “manual processes, compliance risks”]
Deal Size/Importance: [e.g. “High-value, long sales cycle”]
Available Channels: [e.g. “Email, LinkedIn, calls”]
Resources: [e.g. “1 SDR, limited personalisation time”]
Tone: [e.g. “Professional, personalised, direct”]
###Input Validation
Review all inputs before proceeding. If any input is missing, unclear, or too generic (e.g. no ICP or roles), ask specific clarification questions. Pause and wait before generating the strategy.
###Instructions
Define targeting strategy
Clarify ideal accounts and prioritisation criteria
Segment accounts if needed (e.g. tier 1, tier 2)
Map outreach approach
Define multi-touch outreach across channels
Align messaging with account importance and deal size
Create messaging angles
Develop 3–5 personalised messaging angles (e.g. pain point, insight, opportunity)
Ensure relevance to target roles
Build outreach sequence
Outline 5–7 touchpoints
Include channel, objective, and message direction for each
Personalisation strategy
Define what level of personalisation is needed per tier
Suggest practical ways to personalise at scale
Define success metrics
Suggest key metrics (e.g. reply rate, meeting rate)
Keep it practical
Ensure strategy is realistic given resources
Avoid overly complex execution
###Output
Targeting and Segmentation Plan
Messaging Angles
Outreach Sequence Overview
Personalisation Strategy
Success Metrics
Ensure the strategy is clear, practical, and ready to execute.
Add account research prompts to improve personalisation quality.
Tier 1: The “Whales” (Top 10)
Criteria: Fortune 500s with public “Supply Chain Transformation” initiatives.
Approach: 1:1 Bespoke. Deep research into annual reports and 10-Ks to find specific executive priorities.
Tier 2: The “Scalable Strategic” (Next 40)
Criteria: High-revenue MNCs operating in volatile regions like Southeast Asia or LATAM.
Approach: 1:Few. Using vertical-specific insights, such as “The state of Retail in EMEA.”
The “Blind Spot” Angle (Pain Point): Targets the lack of visibility between regional warehouses and global HQ. Focuses on the “black hole” of data.
The “Compliance Tax” Angle (Insight): Highlights industry benchmarks on how much MNCs lose to manual customs errors and hidden fees.
The “Agility” Angle (Opportunity): Focuses on the competitive advantage of pivoting logistics routes in real-time during geopolitical shifts.
15-Day High-Intensity Sprint
Day 1: LinkedIn Interaction
Action: Follow prospect; comment on a recent post or company milestone.
Day 2: The Insight Email
Goal: Send a “Point of View” regarding a regional bottleneck. No pitch.
Day 4: LinkedIn Connection
Message: Mention their recent work/post; focus on peer-to-peer networking.
Day 7: The “Pattern Interrupt”
Action: Send a high-quality digital or physical “Global Logistics Trends” report.
Day 9: The Case Study Email
Goal: “How [Competitor] cut port delays by 15%.” Data-heavy ROI focus.
Day 12: The Call / Voicemail
Action: Reference the sent report. Request a “10-minute scan” meeting.
Day 15: The Permission to Close Email
Goal: Acknowledge their schedule; offer a final resource before moving to nurture.
High-Touch (Tier 1)
Effort: ~45 minutes per account.
Execution: Reference specific quotes from the CSCO’s podcast appearances or the CEO’s letter to shareholders.
Scalable (Tier 2)
Effort: ~10 minutes per account.
Execution: Use dynamic variables like: “I noticed [Company] is expanding in [Region]—most [Title]s I speak with there struggle with [Specific Local Regulation].”
Meeting Set Rate (MSR): Target 5% for Tier 1 accounts.
Positive Response Rate: Tracking if the “Insight-led” tone is opening doors.
Pipeline Multiplier: Ensuring the average deal size stays above the $250k ARR target.
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