ZeroTwo for sales teams

Prompts for sales prospecting

Research the account, qualify the lead, write the message and prepare for the call — without spending the morning on tabs. These prompts cover the preparation so the conversation gets your attention.

Research traced to a source
No invented company facts
You send every message yourself

Prompts for sales teams

How do I define an ICP that is actually usable?

Build it from the customers you already win, and make it filterable rather than aspirational.

The promptFrom this list of closed-won and closed-lost accounts, infer the ICP: firmographics, the trigger that made them buy, and the disqualifiers. Write it as criteria I could filter a list on, not as a description.

Closed_deals.csv

How do I prioritise a prospect list?

Score against the ICP criteria and show the reason, so low scores are arguable rather than opaque.

The promptScore each account on this list against my ICP criteria. Give each a score, the one-line reason, and flag the ones where the data is too thin to judge rather than guessing.

Prospect_list.csv

How do I research an account before a call?

Two pages on the business, what changed recently, and who is likely in the room.

The promptBuild an account brief for this company: what they do and how they make money, what changed in the last year, who is likely on the call, and the two questions they will probably open with. Cite the source for every factual claim.

How do I find a real reason to reach out now?

Look for a recent, verifiable change rather than manufacturing relevance.

The promptFind a genuine, recent and verifiable reason to contact this account — a hire, a launch, a filing, a public change. Give me the source and date. If there is not one, say so instead of inventing a hook.

How do I map the buying committee?

Identify who signs, who champions and who blocks, and what each one cares about.

The promptFrom this account research, map the likely buying committee: who holds budget, who would champion this, who would object, and what each one measures. Mark which of these are inferred rather than confirmed.

Account_notes.md

How do I qualify a lead honestly?

Test against your criteria and surface the disqualifiers early, before the pipeline fills with noise.

The promptQualify this opportunity against our criteria. Be explicit about what we do not know, what would disqualify it, and what I should ask on the next call to find out. Do not talk me into it.

Discovery_notes.md

How do I prepare for the objections I will get?

List the objections this specific account is likely to raise and the proof each one needs.

The promptGiven this account and our product, list the objections they are most likely to raise, what is actually behind each one, and the proof that would answer it. Flag any objection where we genuinely do not have an answer.

How do I write a cold email that gets a reply?

One specific, verifiable reason for the email and one easy thing to say yes to.

The promptWrite a short cold email to this contact. Open with the specific, verifiable reason I am writing, state one relevant thing we do, and ask for one small commitment. No flattery, no invented compliments, under 120 words.

How do I write a follow-up sequence that is not nagging?

Each touch should add something new rather than repeat the ask.

The promptWrite a four-touch follow-up sequence for this prospect. Every message must add something they did not have before — a relevant example, a useful resource, a different angle. No check-ins that only repeat the ask.

How do I personalise outreach without it sounding templated?

Personalise on a researched fact per account, not on a merge field.

The promptFor each account in this list, write the one personalised opening line, based on a real fact with a source. Where there is no genuine hook, mark the account as skip rather than writing filler.

Target_accounts.csv

How do I prepare for a discovery call in ten minutes?

A one-page brief: their situation, your hypothesis, and the questions that would disprove it.

The promptPrepare me for this discovery call: what I know about their situation, my working hypothesis about their problem, the five questions that would confirm or disprove it, and what I must not assume.

How do I turn call notes into a follow-up and next steps?

Capture what they actually said, then write the recap and the commitments in their words.

The promptFrom these call notes, write the follow-up email: what I heard in their words, what we agreed, the next step with a date, and what I owe them. Separately list what I still do not know.

Call_notes.md

Prompts are starting points. Filenames shown are placeholders — attach your own.

In short

ZeroTwo is an AI workspace for sales teams doing outbound and account research. It builds account briefs from real sources, qualifies against your criteria, drafts outreach in your voice, and prepares you for the call — while leaving every send and every commitment with you.

How a prompt becomes a deliverable

A prompt starts the work; it is not the work. Every card above runs the same four beats, and stops in the same place.

Inputs, as they are

Transcripts, exports, the client's own documents, last cycle's deck. No re-typing or restructuring first.

A plan you can adjust

ZeroTwo shows what it intends to do. You set the source boundaries before it starts.

Assembly, with sources kept

Claims stay tied to the line they came from. Gaps and conflicts are surfaced, not smoothed over.

A first-review artifact

Complete enough to review against a written standard. Not a signed deliverable.

ZeroTwo stops at the judgment

The approval boundary is a product feature, not a disclaimer. ZeroTwo does the assembly. You keep the part the client is actually paying for.

ZeroTwo does

Gather and organise the inputs
Extract, theme and cross-reference
Keep every claim tied to its source
Surface gaps and contradictions
Format to your conventions

You do

Set the source boundaries
Resolve the contradictions
Verify the arithmetic
Write the recommendation
Sign it and send it

Against what you are doing now

Approach	Where it works	Where it breaks on a deliverable	ZeroTwo's difference
General chat assistant	Fast answers, flexible, already paid for	Stops at a draft. sales teams own the path across files, slides and sheets, and re-explain the project every session.	Context and sources persist across the whole engagement
Specialist point tool	Deep fit for one format or step	Work fragments across the rest of the process; each tool holds a different half of the context.	One accountable path from inputs to artifact
Doing it by hand	Trusted method, clear accountability	Senior time goes to production and cleanup; recurring work restarts from memory each cycle.	The second run reuses the first run's method
A contractor	Human judgment, flexible capacity	Lead time and context transfer exceed the window when the deadline is days away.	Available at the moment the brief lands

Questions sales teams ask first

Will it make up facts about companies?

The research prompts ask for a source and date on every factual claim, and instruct it to say when there is no genuine trigger rather than inventing one. Check the sources before you use a fact in an email — a wrong detail costs the account.

Can it send emails for me?

No. It drafts; you send. Every message and every commitment stays with you, which is also the only version of this that is safe for your domain reputation.

Will the outreach sound like everyone else's AI email?

That depends on the input. Personalising on a real researched fact reads differently from a merge field, which is why the prompts ask for a source and tell it to skip accounts with no genuine hook.

Can it work from our CRM export?

Yes. Attach a CSV of accounts or closed deals and it works from that — scoring against your criteria, or inferring the ICP from what you actually win.

How does pricing work for this volume?

Plans are credit-based, so bulk account research and a quick email rewrite do not cost the same. See the pricing page for current tiers and monthly credit allowances.

Takeaways

Account research cites a source and date, so a fact is checkable before it reaches an email.
The ICP is inferred from deals you actually won, and written as criteria you can filter on.
Outreach personalises on a researched fact, and skips accounts where there is no genuine hook.
Drafting is automated; sending, commitments and judgment stay with you.