Sales runs on volume with quality. You need to reach a lot of people, but generic outreach gets ignored.
AI helps bridge that gap. It can research prospects, personalize outreach, prepare call scripts, and handle follow-ups. But the output quality depends entirely on your prompts.
These templates are built for sales workflows. They’re based on what actually works, not generic advice. Research shows sales teams using AI effectively see 10-25% lifts in pipeline, and customized email templates have 10% higher open rates with more than double the reply rates.
Copy these templates. Fill in your specifics. Iterate on what works.
Prospect Research Templates
Company Research Brief
Research [Company Name] as a potential prospect.
What I know:
- Industry: [industry]
- Company size: [if known]
- Recent news: [any triggers I'm aware of]
Find and summarize:
1. What the company does (1-2 sentences)
2. Recent company news or announcements (last 6 months)
3. Key challenges they likely face based on their industry and size
4. Technology they use that relates to [your product category]
5. Decision-makers I should target (titles, not names)
Format as a quick-reference brief I can scan before outreach. Keep each section to 2-3 bullet points max.Decision-Maker Profile
Help me understand this prospect before I reach out.
Prospect info:
- Name: [name]
- Title: [title]
- Company: [company]
- LinkedIn headline: [if available]
- Recent LinkedIn activity: [any posts or comments you've noted]
Based on their role and what I've shared, help me understand:
1. What are their likely priorities and KPIs?
2. What challenges do people in this role typically face?
3. What would make them look good to their leadership?
4. What objections might they have to [your type of solution]?
5. What angle would most likely resonate with them?
Keep it practical. I need talking points, not an essay.Pain Point Discovery
I'm selling [product/service] to [title/role] in [industry].
Our product helps with: [brief description of what you solve]
Based on industry trends and typical challenges for this role:
1. What specific pain points are they most likely experiencing?
2. What symptoms of those pain points might they mention?
3. What are the business consequences of not solving these problems?
4. What triggers might indicate they're actively looking for a solution?
I need this to personalize outreach and ask better discovery questions. Give me concrete problems, not vague categories.Competitive Intelligence Brief
I'm going into a deal against [competitor name].
About our solution: [brief description]
About the competitor: [what you know]
Prospect company: [company name and industry]
Help me prepare:
1. Where does [competitor] typically win and why?
2. Where do they typically lose and why?
3. What questions should I ask to highlight our strengths?
4. What objections might come up based on competitor positioning?
5. What traps should I avoid?
I need honest assessment, not just "we're better." Help me compete intelligently.Cold Outreach Templates
First Touch Email
Write a cold email to [prospect name], [title] at [company].
About them:
- Industry: [industry]
- Company size: [if known]
- Relevant context: [any research or trigger - news, LinkedIn post, etc.]
About us:
- What we do: [brief description]
- Key benefit for this persona: [specific value]
- Social proof: [relevant customer or result if available]
Email requirements:
- Keep under 100 words
- Personalized first line (based on context provided)
- One clear value proposition
- Soft CTA (not "book a demo")
- No jargon or buzzwords
- Tone: [conversational/professional/casual]
Write 3 variations with different hooks:
1. Pain point focused
2. Trigger/news focused
3. Curiosity/insight focusedLinkedIn Connection Request
Write a LinkedIn connection request message to [prospect name], [title] at [company].
Context for personalization: [what you know - mutual connection, content they posted, company news]
Why I'm reaching out: [genuine reason]
My relevance: [brief - why should they accept]
Requirements:
- Under 200 characters (LinkedIn limit for request messages)
- Not salesy
- Give a reason to accept that isn't "I want to sell you something"
- No links
Write 3 variations.LinkedIn Follow-Up Message
I connected with [prospect name] on LinkedIn [timeframe] ago. They accepted but we haven't had a conversation.
About them:
- Title: [title]
- Company: [company]
- What they might care about: [based on research]
About what I'm offering:
- [brief description]
Write a follow-up DM that:
- Acknowledges the connection naturally
- Offers something valuable (insight, resource, observation)
- Opens a conversation without being pushy
- Feels like a person wrote it, not a sales sequence
Keep under 300 characters. No hard sells.Multi-Touch Sequence Framework
Build a 5-touch outbound sequence to get [target persona] at [company type] to respond.
Sequence context:
- Channel mix: [email, LinkedIn, phone]
- Spacing: [days between touches]
- Goal: [meeting, call, reply]
Our value prop: [what we offer and why it matters to them]
Key pain points we solve: [list 2-3]
For each touch, provide:
1. Channel
2. Timing (day in sequence)
3. Hook/angle (different for each)
4. Key message
5. CTA
Each touch should:
- Bring a new angle, not just "following up"
- Increase urgency or value progressively
- Feel like a human who's genuinely trying to help
Final touch should have a breakup angle if still no response.Follow-Up Templates
Post-Meeting Follow-Up
Write a follow-up email after a discovery/demo call.
Meeting details:
- Prospect: [name and title]
- Company: [company]
- Key pain points discussed: [list 2-3]
- What resonated most: [their reaction points]
- Next steps agreed: [what was decided]
- Outstanding questions: [if any]
Email should:
- Thank them without being generic
- Recap the key points (show I listened)
- Confirm next steps
- Address any outstanding questions or concerns mentioned
- Include relevant resource if appropriate
- Set clear expectations for what happens next
Tone: [professional but warm]
Length: [under 200 words]No Response Follow-Up Series
I sent [initial email/LinkedIn message] to [prospect] [timeframe] ago and haven't heard back. This is follow-up #[number].
Original context:
- What I reached out about: [brief]
- Why it's relevant to them: [brief]
Write a follow-up that:
- Acknowledges I've reached out before (briefly)
- Brings a new angle or piece of value
- Doesn't guilt-trip or pressure
- Makes it easy to reply even if they're not interested
This is follow-up #[number] of [total], so the tone should be [appropriate urgency level].
Keep under 75 words. One clear CTA.Breakup Email
I've reached out to [prospect] [number] times without response. This is my final attempt.
Original value prop: [what I was offering]
Audience: [their role/industry]
Write a "breakup" email that:
- Acknowledges this is my last attempt
- Respects their time and inbox
- Leaves the door open
- Offers one final piece of value or insight
- Has a clear CTA that makes responding easy
- Doesn't guilt-trip
Goal: get a response (even "not interested" is useful) or at least leave a positive impression.
Keep under 100 words. Professional but human.Re-Engagement (Past Prospect)
I'm reaching back out to [prospect name], who I spoke with [timeframe] ago.
Previous conversation:
- What we discussed: [brief]
- Why it didn't move forward: [timing, budget, priority, etc.]
- What's changed since then: [new features, case studies, market changes]
Write a re-engagement email that:
- References our previous conversation
- Acknowledges why it wasn't the right time
- Shares what's new or different
- Gives a compelling reason to reconnect
- Makes responding low-commitment
Tone: warm, not pushy. I'm checking in, not pressuring.
Length: under 100 words.Call Preparation Templates
Discovery Call Prep
I have a discovery call with [prospect name], [title] at [company] tomorrow.
What I know:
- Company: [brief description]
- Industry: [industry]
- Company size: [size]
- What prompted the meeting: [inbound request, outbound outreach, referral]
- Initial interest: [what they said they're looking for]
Help me prepare:
1. 3-5 discovery questions to understand their situation (open-ended, not leading)
2. 2-3 questions to understand their buying process
3. Key things to listen for that would indicate strong fit
4. Potential objections and how to address them
5. How to position next steps based on different scenarios
I want to have a genuine conversation, not run through a checklist. Help me be prepared without being robotic.Demo Prep Brief
I'm doing a demo for [prospect company] tomorrow.
Attendees: [who will be there and their roles]
Key pain points from discovery: [what they told me]
What they want to see: [specific areas of interest]
Objections to anticipate: [based on conversations so far]
Competition: [if known]
Success metrics: [what would make this successful for them]
Help me prepare:
1. Demo flow that prioritizes what matters to them
2. Key features to highlight (and which to skip)
3. Stories or examples that would resonate
4. Questions to ask during the demo to keep it interactive
5. How to handle likely objections
6. Clear next step to propose
Keep the demo focused. They don't need to see everything.Objection Response Prep
Prepare me for common objections in my [upcoming call type].
What I'm selling: [brief description]
Who I'm selling to: [persona]
Price point: [if relevant]
Known concerns: [anything the prospect has already raised]
For each common objection below, give me:
- A 2-sentence response
- A follow-up question to understand the real concern
- When to address vs. when to acknowledge and move on
Objections to prepare for:
1. Price/budget concerns
2. "We're already using [competitor]"
3. "Not the right time"
4. "I need to talk to [other stakeholder]"
5. "Can you send me more information?"
6. [Add any specific objections you anticipate]Proposal and Quote Templates
Proposal Summary Email
I need to send a proposal summary email to [prospect] after our [call type].
Deal context:
- Company: [company]
- Primary contact: [name and title]
- Solution we're proposing: [brief]
- Key value points: [what matters most to them]
- Investment: [price/range]
- Timeline discussed: [implementation or decision timeline]
- Key stakeholders: [who else is involved in the decision]
Write an email that:
- Summarizes what we discussed and agreed
- Restates the value in their terms (not our features)
- Clearly states the investment and what's included
- Sets expectations for next steps
- Creates appropriate urgency without pressure
- Makes it easy to share with other stakeholders
Length: [concise but complete]
Attach: [reference any attachments]Quote Follow-Up
I sent a proposal/quote to [prospect] [timeframe] ago. I need to follow up.
Proposal details:
- What we proposed: [brief]
- Investment: [amount]
- Timeline for decision they mentioned: [if any]
- Outstanding questions: [if any]
Write a follow-up that:
- Checks in without being pushy
- Offers to address any questions
- Gently probes for where things stand
- Makes next steps clear
I don't want to seem desperate, but I do need to keep this moving.
Length: under 75 words.Quick Research Prompts
These shorter prompts are useful for quick research during your workday.
Before Cold Outreach
Give me 3 angles I could use to reach out to a [title] at a [company type/industry]. Our product [brief description]. What would make them respond?Pre-Call Context
I'm calling [title] at [company in X industry]. What 3 questions should I ask to quickly understand if we're a fit? What should I listen for?Trigger Research
What business events or changes typically trigger companies in [industry] to look for [your type of solution]? How would I find companies experiencing those triggers?Industry Quick Brief
Give me a 60-second briefing on [industry]. What are the top 3 challenges? What's changing in 2026? What do [target titles] care most about?Using These Templates Effectively
Feed Them Good Data
AI prompts only perform as well as the data you feed them. Before using these templates:
- Research the prospect first (LinkedIn, company website, news)
- Note specific details you can reference
- Understand what’s happening in their industry
- Know your own value prop cold
Garbage in, garbage out. These prompts turn research into output. They don’t replace research.
Personalize the Output
AI gets you 80% there. The last 20% is you.
Always review and adjust:
- Does this sound like something I would actually say?
- Is the personalization actually personal or just “I saw you work at [company]”?
- Would I respond to this if I received it?
Build Your Library
Save prompts that work. Note what you changed. Building a prompt library means you’re not starting over each time.
Track:
- Which templates generate responses
- What modifications work for your specific ICP
- Patterns in what resonates
Your best prompts come from iterating on these templates based on real results.
Combine With Your Tech Stack
These prompts work in any AI tool. But they’re especially powerful when combined with:
- CRM data (enrich prompts with deal history)
- Sales intelligence tools (add intent data and triggers)
- Sequences tools (scale what works)
The templates stay the same. The data you feed them gets better.
Common Mistakes to Avoid
Over-automating. AI helps with the mechanical work. The human connection still requires a human. Don’t send anything you haven’t reviewed.
Generic personalization. “I saw you work at [company]” isn’t personalization. Real personalization shows you understand their specific situation.
Too many asks. One CTA per message. Make it easy to respond with a simple yes or no.
Sounding like AI. If it reads like a robot wrote it, fix it. Your prospects can tell.
Skipping the research. A perfectly crafted prompt with no real data about the prospect produces sophisticated-sounding spam.
The goal is to be more human at scale, not less human at volume.
