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AI-Powered Research: Company, Persona, Trigger

Day 10 of 30 · B2B Sales 2026 Masterclass

Build a research prompt pack and a one-page account brief so every outreach has 3 facts + 1 trigger.

Learning Goal

  • Create AI prompts (company, persona, trigger).
  • Create a one-page account brief template.
  • Fill 2 account briefs from your target list.

Why It Matters

  • AI speeds research, but structure drives accuracy.
  • 3 facts + 1 trigger = relevant, concise outreach.
  • Briefs prevent duplication and errors across the team.

Explanation

Prompt pack

  • Company: product, market, growth, news.
  • Persona: role, responsibilities, KPIs, pains.
  • Trigger: funding, hiring, pricing change, new product/market.

Account brief

  • One page: short company summary, 3 facts, 1 trigger, relevant pain, recommended next step.

Examples

Good: Brief with 3 facts (product, funding, new market), 1 trigger (hiring revops), recommended next step.

Bad: Just paste the website, no trigger, no next step.

Guided Exercise (10–15 minutes)

  1. Write 3 prompts (company, persona, trigger) and test on 1 target.
  2. Build the account brief template (1 page, 3 facts + 1 trigger + pain + next step).
  3. Fill 2 briefs from your list.

Independent Exercise (5–10 minutes)

Draft one outreach opener from the 2 briefs (1–2 sentences, fact + trigger).

Self-check

  • 3 research prompts ready.
  • Account brief template ready.
  • 2 briefs filled.
  • 1 outreach opener written.

Optional Deep Dive