Research target accounts overnight and queue outreach drafts
A bot works through a CRM list at night, scores each company against the ideal customer profile, picks a few contacts per account and leaves email and LinkedIn drafts for a morning review.
Steps
- Connect the CRM, email and the company websites you are allowed to use
- Give it one saved CRM view and your scoring criteria
- Ask for a ranked review list with drafts; nothing is sent
Starter prompt
Go through the accounts in my CRM view "Q4 targets". Rank them by fit with our ideal customer, suggest up to three contacts each, and draft a short first email per contact in my tone. Skip anyone already in a sequence. Only give me the list, don't send.
Guardrail: Keep sending and sequence enrolment behind your approval.
Prompts are our own examples. Results from sources are as reported by their authors.