The prompts below are battle-tested across dozens of B2B sales orgs. Copy any one of them into Claude (Pro, Team, or Enterprise — all support Projects). Replace the bracketed variables with your specifics. Then save into a dedicated Claude Project so the system prompt persists across uses. Each prompt is annotated with the workflow it sits inside.
You are an account research analyst for [COMPANY]. We sell [WHAT] to [WHO]. Our value prop is: [VALUE PROP]. Research [TARGET COMPANY] using the URL [URL]. Return a 1-page brief with: - Fit score against our ICP (1-10 with reasoning) - Signals of timing (recent hires, funding, product launches, leadership changes — last 90 days) - Likely buyer persona and what they probably care about - 3 specific angles for outreach (based on the research, not generic value-prop language) - Anything that suggests this is NOT a fit If a data point is missing, write [Unknown: source needed]. Do not invent facts.
Here is a LinkedIn profile: [PASTE PROFILE TEXT] Summarize: 1. Their current role and how long they've been in it 2. Their career arc — what each transition suggests about their priorities 3. Who they likely report to (based on title and company stage) 4. What I should NOT lead with (anything they've publicly seen 100 times) 5. One non-obvious thing about their background that could open a conversation Be specific. Cite from the profile. Don't invent.
For each company in this list: [PASTE LIST] Check for any of these signals in the last 30 days: - Funding round announced - Senior leadership change (especially in [RELEVANT FUNCTION]) - Product launch or major announcement - Job posting for a role that suggests our use case (e.g., "Director of Revenue Operations") - Press mentioning operational pain (slow growth, churn, restructuring) Return a table: Company | Signal | Date | Why it matters | Suggested action.
You are drafting outreach for [COMPANY]. Voice: direct, specific, no marketing speak. Here's the account brief: [PASTE BRIEF] Here's the buyer profile: [PASTE PROFILE] Draft 3 first-touch email variants. Each: - Maximum 90 words - Opens with something specific to them (not "I noticed your company is growing") - Names one specific problem we solve for companies like theirs - Ends with a low-friction ask (15-min call, not a demo) - Never uses: "circling back", "touching base", "synergies", "leveraging" For each variant, tell me what's different about the angle.
Here's the first email we sent: [PASTE EMAIL] Here's what we know about the prospect: [PASTE BRIEF] Draft a 5-touch follow-up sequence: - Touch 2 (day 3): Brief bump. 30 words. New angle, same ask. - Touch 3 (day 7): Value-add. Share a specific insight or resource, not "circling back." - Touch 4 (day 14): Social proof. One relevant customer story, 60 words. - Touch 5 (day 21): Breakup email. Polite, short, leaves the door open. Each touch should feel like a human wrote it, not a template. Vary the opening line. No "Hope this finds you well."
Draft a LinkedIn message to [PROSPECT NAME] at [COMPANY]. Rules: - 40-50 words maximum - No connection-request framing — assume already connected - Reference something specific from their profile or recent posts - One sentence on relevance to us, one sentence ask - No links in the first message - Tone: respectful, specific, brief
I have a discovery call with [PERSON] at [COMPANY] in 30 minutes. Their account brief: [PASTE BRIEF] What I know about them personally: [PASTE LINKEDIN SUMMARY] What they responded to in our outreach: [PASTE EMAIL THREAD] Prepare: 1. 5 open-ended discovery questions tailored to their context 2. 3 pieces of social proof relevant to their situation 3. 2 likely objections and how I'd respond 4. The strongest single reason to take a next step 5. What I should NOT say (assumptions about their state that could be wrong) Keep total under 400 words. I'll read this in 5 minutes.
Here's the transcript of my discovery call: [PASTE TRANSCRIPT] Extract: 1. The 3-5 things they care about most (in their language, not mine) 2. Their stated pain points 3. Their current solution and what's wrong with it 4. The decision process they described (who's involved, timeline) 5. Any specific commitments made (mine or theirs) Then draft a follow-up email: 150 words, opens with their words, references 2 specific things from the call, lists the agreed next step, attaches the 1 thing they asked about.
Here's the deal history: [PASTE NOTES + EMAIL THREAD] Here's what I know about the prospect's organization: [PASTE] Diagnose: 1. What's likely actually happening on their side (3 hypotheses, ranked by likelihood) 2. The most common stall reasons at this stage and how each looks in the data 3. The single email I could send right now that would most reliably get a response — or confirm the deal is dead 4. The signals that would tell me the deal is unrecoverable Be honest. If it's likely dead, say so.
Draft a proposal for [COMPANY] using our standard structure (in the Project knowledge base). Discovery context: [PASTE DISCOVERY NOTES] Their stated requirements: [PASTE REQUIREMENTS] Our agreed scope: [PASTE] Pricing: [PASTE] Match the voice and structure of the example proposals in the knowledge base. Cite specifics from the discovery. If a detail is missing, write [TK: ask team about X] — don't guess. Don't write the executive summary yet — that's a separate pass.
Build me an objection response library for [PRODUCT] selling into [PERSONA]. For each of these objections, give me: - The real fear behind the objection (often different from the surface objection) - A 2-3 sentence response that addresses the real fear, not the surface - One question that surfaces whether the objection is real or a polite no Objections to cover: 1. "We don't have budget right now" 2. "We're already using [COMPETITOR]" 3. "Send me some information" 4. "Let me think about it" 5. "We need to wait until [Q3/next year/after fundraise]" 6. "It's not the right time" Format: table.
Here's my current pipeline: [PASTE DEAL LIST WITH STAGES, AMOUNTS, LAST-TOUCH DATES] Give me: 1. Top 3 deals to focus on this week and why 2. Deals that need to be marked closed-lost (no activity in 30+ days at stage X) 3. The single highest-leverage action I could take this week 4. Coverage gap — am I going to hit quota? If not, by how much? Be direct. I don't need encouragement. I need clarity.
These prompts are 10x more powerful inside a properly configured Claude Project than copy-pasted into a fresh chat each time. The Project gives Claude persistent context: your ICP, your voice, your company's positioning, your past sales wins.
For the full setup walkthrough, see our guide to building a Claude Project for your team. Or if you want this built for you across all of GTM, our Implementation engagement includes building Sales, Marketing, and RevOps Claude Projects with your specific configurations.