UseAgentBEFORE YOU RUN
Know the job and the reviewer.
This playbook is for founders and revenue teams preparing for prospect conversations.
TARGET OUTCOME
A source-backed account brief and follow-up draft that a seller can verify and personalize.
Bring these inputs
Better source material makes the result easier to review and safer to reuse.
- Account and contact context
- Meeting goal
- Approved public sources
- Product positioning and qualification rules
COPYABLE STARTER
Start with this prompt.
Replace bracketed details, attach the source material, and keep the limits until your team has reviewed a few runs.
Prepare a pre-meeting brief for this account using supplied notes and current public sources. Include company context, likely priorities, relevant people, prior interactions, five discovery questions, and claims needing verification. Cite every current external fact. Draft a short follow-up, but do not send it.
THE PLAYBOOK
Move from context to a reviewed result.
- 01
Set the meeting goal
Say whether this is discovery, renewal, technical validation, or executive follow-up.
- 02
Research with dates
Require current external facts to include source and date.
- 03
Separate signal from guess
Ask for known facts, reasonable hypotheses, and unanswered questions in separate sections.
- 04
Personalize the draft
The account owner reviews the brief and rewrites outreach in their own voice before sending.
DELIVERABLES
What the run should produce
- Account brief
- Discovery questions
- Source list
- Follow-up draft
HUMAN REVIEW
Check this before it leaves the team
- External claims are current and cited
- Contact roles are verified
- Private context is handled appropriately
- Outbound language is personally reviewed
Keep exploring this workflow