ZeroTwo for sales teams

AI for sales prospecting, from CRM export to sourced draft

Bring a CSV of closed deals or target accounts. Twelve prompts infer your ICP, research each account with a source and a date, qualify without flattering the lead, and draft the outreach. ZeroTwo drafts; you send.

What this workflow covers

  • You bring

    A CSV export of closed-won and closed-lost accounts, a prospect list, call notes. Contact details come from you.

  • ZeroTwo researches

    Public facts about each account, asked to come back with a source and a date, plus a score against your ICP with the reason.

  • ZeroTwo drafts

    An ICP written as filterable criteria, account briefs, one cold email, a follow-up sequence, call prep and a post-call recap.

  • Stays with you

    Checking the sources, sending every message, updating the CRM and every commitment you make on the call.

Research to conversation, not list-building or sending

This page owns one job: getting you ready for the conversation with an account you already have. The boundaries are part of the product, so here they are before the prompts.

What the prompts do

  • Infers an ICP from the deals you actually won and lost, written as criteria you can filter on.
  • Scores each account on your list against those criteria, with a one-line reason, and flags accounts where the data is too thin to judge.
  • Looks for a recent, verifiable reason to get in touch and asks for the source and date.
  • Drafts a cold email, a four-touch sequence and a discovery-call brief from that research.

What they leave to you or another tool

  • Build a prospect list from nothing. The prompts work from the CSV you upload.
  • Send email or run a sequence. It drafts; you send, which also protects your domain reputation.
  • Write back to your CRM. These prompts work from an export. See the connectors page for what each integration can do.
  • Guarantee a fact. A wrong detail in an email costs you the account, so open every cited source before you use it.

Twelve prompts, in the order a deal moves

Each prompt opens in ZeroTwo with the text already written. Swap in your own accounts, files and criteria, and read the result against the checks further down.

  1. ICP

    Start from the customers you already win, so the filter is evidence, not aspiration.

    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.

    From 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.

    How do I prioritise a prospect list?

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

    Score 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.

    Scoring hundreds of accounts and need the same structured output every week? Lead research and enrichment workflow.

  2. Research

    Two pages on the business, one reason to reach out now, and a map of who is in the room.

    How do I research an account before a call?

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

    Build 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.

    Find 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.

    From 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.

    Researching a long list in one batch rather than account by account? Lead research and enrichment workflow.

  3. Qualification

    Surface the disqualifiers and the unknowns early, before the pipeline fills with noise.

    How do I qualify a lead honestly?

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

    Qualify 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.

    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.

    Given 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.

  4. Outreach

    One verifiable reason per message, and an explicit skip when there is no genuine hook.

    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.

    Write 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.

    Write 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.

    For 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.

  5. Calls

    Prepare a hypothesis you can disprove, then write the recap in the buyer's own words.

    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.

    Prepare 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.

    From 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.

The record to expect back for one account

Trigger, fit, unknowns, draft. This is the shape the prompts ask for, shown as a layout with placeholders.

Illustrative layout, not a recorded run. We have not published a measured example, so run it on one of your own accounts and check each source.

  1. 1. Trigger

    • [A hire, launch, filing or public change at the account]
    • Source: [a link you can open] · Date: [date]

    No verifiable trigger means no hook is written.

  2. 2. ICP fit

    • [Criterion 1]: met, because [evidence and source]
    • [Criterion 2]: unknown, the data is too thin to judge

    The score comes with its reason, so you can argue with it.

  3. 3. Unknowns

    • [What the research could not confirm]
    • [Which committee roles are inferred, not confirmed]
    • [The question to ask on the next call]

    Gaps are listed, not smoothed over.

  4. 4. Draft

    • [Opening line: the one reason you are writing, from the trigger]
    • [One relevant thing we do] · [One small ask]

    Under 120 words. Drafted, not sent.

The other outcome

Skip, with the reason

When the sources do not support a hook, the record ends with the account marked as skip and a one-line reason. No filler opening line is written, so the account never gets a message padded with an invented compliment.

Skip: [no verifiable trigger found in the sources checked]

Where each input comes from, and what you check

Uploaded, researched and inferred data are different things. Knowing which one you are holding tells you how hard to check it.

Inputs in the sales prospecting workflow: where each comes from and what to check before using it
InputWhere it comes fromCheck before you use it
Closed-won and closed-lost accountsYour CRM export, uploaded as a CSVSpot-check that the won and lost labels are right before inferring an ICP.
Prospect listYour CSV, uploadedRows with thin data should come back flagged, not scored on a guess.
Company facts and triggersPublic research, asked to cite a source and a dateOpen the source. A wrong detail costs the account.
Buying committeeInferred from the research and marked as inferredConfirm roles with a real contact or a call before relying on them.
Contact detailsYou supply them; the prompts do not generate addressesUse the contact data your own process already trusts.
CRM recordStays in your CRM; this workflow does not write backPaste the outcome you want kept.

Check any output in five steps

  1. Open every cited source. If a link does not support the sentence next to it, delete the sentence.
  2. Check the date on each trigger against how recent you need it to be. A stale hook reads as lazy research.
  3. Re-score three accounts you already know. If the reasons do not match your own read, tighten the ICP criteria and run it again.
  4. Read the unknowns list before the draft. If the draft states something the unknowns list says is unconfirmed, cut it.
  5. Send nothing you would not say to the person on a call.

Our take

A skip is a good result

A list with several skips in it is doing its job. The expensive mistake in outbound is a confident message built on a detail that was never true.

Which job belongs to which tool

ZeroTwo publishes this page, so weigh it that way. The prompts cover preparation. Delivery, tracking and bulk data are different jobs.

Use the prompts on this page when

Preparing the conversation

You are a seller who already has accounts and wants research, a qualification view and a sourced draft in the time it used to take to open the tabs.

Use lead research and enrichment when

Preparing the data

You need the same structured fields for a whole batch of accounts, repeatably, rather than a brief per account.

Open the enrichment workflow

Use your CRM or sequencer when

Sending and tracking

You need delivery, throttling, reply tracking and records of who was contacted. ZeroTwo drafts the message; those tools carry it.

Priced in credits, so volume matters

A research pass over a long list uses more credits than rewriting one email. Start on the Free plan with a handful of accounts and see what your own list costs.

  • Free

    $0/mo

    • 100 free credits to start
    • +20 bonus credits every day you log in
  • Plus

    $14.99/mo

    • 1,650 monthly credits
    • +20 bonus credits every day you log in
  • Pro

    $29.99/mo

    • 3,500 monthly credits
    • +30 bonus credits every day you log in

Full plan list and annual pricing on the pricing page.

What 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.

Does it find leads or enrich contact data?

Not on this page. These prompts work from accounts you already have, so they prepare research, scoring and drafts rather than build a list from nothing. For repeatable enrichment output across a batch, see the lead research and enrichment workflow.

Does it update my CRM?

These prompts do not write back. They work from a CSV export and give you text you can paste into the record. The connectors page lists the integrations ZeroTwo supports, including HubSpot and Salesforce; check it for what each one can do.

What happens to accounts with no real hook?

They are marked as skip. The personalisation prompt tells ZeroTwo to mark an account as skip rather than write filler, and the trigger prompt tells it to say there is nothing to cite instead of inventing a reason.

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. The Free plan starts with 100 credits and adds 20 each day you log in; the pricing page lists current paid tiers and monthly credit allowances.

Keep going

Sales follow-up emails

Templates and prompts for the message after the call

SaaS outbound email templates

Outbound structures to adapt to your own product

Connectors

The apps ZeroTwo can connect to, CRMs included

Work agent

Hand off a multi-step task and watch the plan

Document analysis

Ask questions across a folder of PDFs and exports

AI chat

Run a prompt against 60+ models in one thread

ZeroTwo for other roles: Consultants, Analysts, Marketers, Fractional executives.

Upload last quarter's closed deals and write the ICP before the next list.

Open ZeroTwo