AI workflows for prospecting.

Finding and qualifying new potential customers and booking first conversations.

Who does this work

  • Sales development representative
  • Business development representative
  • Outbound sales representative

2 workflow templates ready to adapt, and 6 workflows identified.

Updated

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Examples of the workflows identified
  1. Build a graded target account list
  2. Draft a cold outreach sequence
  3. Check place availability for an early-years inquiryIllustrative
  4. Draft the reply to a prospect's messageIllustrative
  5. Find timely reasons to contact an accountIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Build a graded target account listGives sellers the firms and roles worth approaching next, each graded against the company's own criteria with a sourced reason.Workflow templateDraft a cold outreach sequenceGives the seller a first note and follow-ups around one relevant offer, each prospect line traced to a dated fact, with stop conditions.Workflow template
Check place availability for an early-years inquiryGives the enrollment team a brief of the requested age band, days and start window against confirmed or unknown openings.Illustrative · not built yet
Draft the reply to a prospect's messageGives the seller or admissions team a summary of the prospect's message, the next action and a reply draft grounded in approved information.Illustrative · not built yet
Find timely reasons to contact an accountGives sellers a dated shortlist of requests, hiring changes or supplier-switching signals, each linked to its evidence.Illustrative · not built yet
Qualify an inbound inquiryGives the seller a brief separating confirmed need, authority, budget and timing from the questions still to ask.Illustrative · not built yet

Workflow templates

Cold outreach sequence draftingYour outreach reads like you wrote it on your best day: a first note and its follow-ups, drafted in your own voice, where every line about the prospect traces to a dated fact and every line about your company traces to facts you supplied. You read it, edit it and send it yourself.Workflow templateProspect list by role and firm typeBefore anyone writes a first note, you know which kinds of firm and which roles in them deserve your next conversations. Every firm is tested against your own criteria first and carries a sourced reason, a grade and the questions only a conversation can answer. Nobody is contacted.Workflow template

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Where to go next

All of salesEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of sales

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