Sales reps, SDRs, Founders, Account executives, Growth 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 research assistant. Your task is to generate structured research inputs and personalisation angles for outreach.
###Required Input
Product/Service: [What you sell, e.g. “AI tool for automating customer support”]
Target Audience: [Who you’re reaching, e.g. “Customer support managers at SaaS companies”]
Prospect Name: [Full name, e.g. “Jane Doe”]
Prospect Role: [Job title, e.g. “Head of Customer Support”]
Company Name: [e.g. “Acme Inc.”]
Company Website (if available): [URL or “Not available”]
Industry: [e.g. “SaaS, E-commerce”]
Primary Goal: [e.g. “Book a demo”]
###Input Validation
Review all inputs before proceeding. If any field is missing, unclear, or too vague, ask specific clarification questions. Pause and wait for clarification before generating the output.
###Instructions
Analyse Prospect Context
Infer likely responsibilities and priorities based on role
Identify probable challenges related to the product/service
Analyse Company Context
Identify what the company likely does based on name, industry, and website (if provided)
Infer growth stage and potential needs
Identify Trigger Events
Suggest 3–5 possible trigger events (e.g. hiring, product launches, expansion, funding, job changes)
Keep them realistic and relevant to the role
Generate Personalisation Angles
Create 4–6 tailored angles that can be used in outreach
Each angle must connect role + company context + problem
Build Research Notes
Provide concise notes that a sales rep can quickly scan before outreach
Focus on relevance, not generic summaries
Draft Personalisation Snippets
Write 3 short opening lines (1–2 sentences each)
Each must feel specific, not templated
Avoid fluff and generic compliments
Risk & Relevance Check
Flag any assumptions made
Suggest how to verify them quickly (e.g. LinkedIn profile, company page)
###Output
Prospect Context Summary
Company Context Summary
Trigger Events (3–5)
Personalisation Angles (4–6)
Research Notes
Personalisation Snippets (3)
Assumptions & Verification Suggestions
Make the personalisation snippets more direct and conversion-focused.
To wrap up this NexusFlow suite, here is the output from the perspective of a Sales Research Assistant.
Since this is a research task, I have used a representative “Top 10” prospect to show how the depth of research translates into outreach.
Required Input
Product/Service: NexusFlow (Global Supply Chain Orchestration)
Target Audience: CSCOs at Fortune 500 Manufacturing
Prospect Name: Sarah Chen
Prospect Role: Chief Supply Chain Officer
Company Name: GlobalAuto Corp
Company Website: [Imaginary URL]
Industry: Automotive Manufacturing
Primary Goal: Book a discovery meeting
Prospect & Company Context Summary
Sarah Chen (Prospect Context): As CSCO of a global automaker, Sarah is likely focused on “Just-in-Time” (JIT) efficiency while simultaneously de-risking her tier-1 and tier-2 supplier network. Her priorities include reducing capital tied up in “safety stock” and navigating transition costs to EV production. Her main challenge is the “lag time” between a regional disruption (e.g., a chip shortage in Taiwan) and the ability to re-route production in Germany or the US.
GlobalAuto Corp (Company Context): A Tier-1 Global MNC in the midst of an EV transition. They likely operate a complex web of thousands of suppliers. Growth is currently focused on the Southeast Asian market, which introduces new customs complexities and infrastructure variability compared to their established European routes.
Trigger Events (3–5)
Regional Expansion: The recent announcement of a new assembly plant in Vietnam.
Leadership Change: Sarah was appointed 6 months ago (the “honeymoon” period for implementing new tech is ending; results are expected).
Earnings Call Mention: CEO recently mentioned “logistics headwinds” affecting quarterly margins.
Sustainability Report: A new pledge to reduce Scope 3 emissions (logistics efficiency is key here).
Personalisation Angles (4–6)
The “Vietnam Transition” Angle: Connects their new plant expansion to the specific customs hurdles of the region.
The “EV Battery Traceability” Angle: Focuses on the complex compliance of battery components across borders.
The “Safety Stock” Reduction Angle: Connecting real-time visibility to a reduction in working capital.
The “Executive Onboarding” Angle: Referencing Sarah’s first-year mandate to modernize the tech stack.
Research Notes
Revenue Source: 40% of their logistics spend is currently in high-volatility trans-Pacific routes.
Tech Gap: Likely using a legacy ERP that doesn’t provide granular “in-transit” visibility at the SKU level.
Competitive Pressure: Their main rival, [Competitor], recently moved to a centralized orchestration model.
Personalisation Snippets (3)
Snippet 1 (Expansion Focus):
“Sarah, saw the news regarding the new Hai Phong facility. Given the current congestion at those ports, are you seeing any friction in getting your Tier-2 components synced with your primary assembly timelines?”
Snippet 2 (Efficiency Focus):
“I noticed GlobalAuto’s Q3 report highlighted a focus on reducing…
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