SMEMindsPlaybook
Prompt library

Sales · Beginner

Three-minute lead research brief

Two hundred leads a month from Indiamart, a trade show and your website.

Research this company for a sales conversation. Use web search and
give me a source link for every factual claim.

Company: [name]
Website: [url if known]
City / state: [if known]
How they came to us: [enquiry form / trade show / referral / cold list]
What they said in the enquiry, verbatim: [paste it]

What I sell: [describe]
Who I sell to: [the buyer profile]

Give me:
1. WHAT THEY DO - one line, from their own website
2. SIZE SIGNALS - anything public: locations, team size, product
   range, distribution footprint. Source each.
3. RECENT ACTIVITY - anything from the last 12 months. Source it.
4. WHY WE MIGHT MATTER - the specific reason my product could be
   relevant to THIS company, based on what you found
5. THE HOOK - one specific, verifiable thing I can reference in my
   first line that shows I looked them up. It must be something I
   could show them the source for.
6. WHAT I STILL NEED TO ASK - the 3 questions that would qualify or
   disqualify them

CRITICAL RULES:
- Every factual claim needs an openable source link.
- If you cannot find something, write "not found" - do NOT infer it.
  An invented turnover figure or client name in my first message
  destroys credibility permanently.
- Clearly separate [FOUND - source] from [INFERRED - reasoning].
- The HOOK must come from the FOUND list only.

The hook coming only from sourced facts is the rule that makes this safe. Everything else can be inference; the hook cannot.

Before you rely on the answer