AI for Prospecting Reps: The Complete Guide

I'm a prospecting rep. My call block starts at {time} tomorrow. Below are the contacts on my list, each with title, company, tier, last touch and my one line note from the CRM.

1. Order the list: top priority first, then anyone who replied, opened or asked for a callback, then the rest.
2. For each contact, write one line: the reason I'm calling, tied to a trigger or their role. Use only my notes.
3. For the top 5, write 2 openers under 15 seconds each when spoken, and 1 question to ask.
4. Flag every contact where my notes give no real reason to call, so I research them or move them.
Don't invent triggers, titles or facts. Mark anything I should check as UNVERIFIED.

<call_list>
{paste the list from your CRM}
</call_list>

Below are the prospect replies since my last check, copied from my email and LinkedIn inbox. Sort each one into: interested, referral ("talk to someone else"), not now, objection, or unsubscribe.

For each reply give:
1. What they said, in one line, quoting their words
2. The next action and when. For "not now," use the date they named, or suggest a question that gets one
3. A CRM task, formatted to paste
4. For interested, referral and objection only: a reply under 70 words in my voice with one clear ask
Unsubscribes get no draft, only "remove and log." Never promise pricing, dates or features.

Below is my handoff note for the meeting I booked with {name}, {title} at {company}, and my notes from the call that booked it.

Act as the closing rep who runs this meeting tomorrow and has 5 minutes to read the note.
1. List every question you'd still need to ask me before the call.
2. Point to any statement in the note my call notes don't support.
3. Say whether my deal quality score (1 to 5) matches the evidence, and why.
4. Rewrite the note under 200 words: account and contact, how the meeting was booked, trigger, pains in their words, current tools, stakeholders, what they expect from the call, gaps and my honest read.
Use only my notes. Mark anything uncertain.

Here are my numbers for this week and the 4 weeks before, from my CRM and outreach reports: dials, conversations, emails sent, replies, LinkedIn messages, meetings booked and meetings held.

1. Calculate my conversion at each step for each week: dials to conversations, conversations to meetings, emails to replies, booked to held. Show the math.
2. Point out the biggest change this week and the step where I lose the most prospects.
3. Suggest one experiment for next week that targets that step, and how I'll know if it worked.
Use only my numbers. Don't compare me to industry benchmarks or estimate anything I didn't give you.

Here are my top priority accounts with the trigger I last used for each. Using web search, check each one for news from the last 7 days: funding, leadership changes in {your buyer's function}, hiring in {the team you sell to}, launches, acquisitions or executive comments about {the problem you solve}.

For each account with something new: the trigger, the date, the source link and a one sentence angle for this week. For the rest, write "no change." Mark anything you couldn't confirm as UNVERIFIED. Report to me only. Don't draft or send outreach.

I'm a prospecting rep and I want to become a closing rep. Below are my last 5 handoff notes, this month's roleplay scorecards and my manager's last written feedback.

1. Name 3 closing skills my work already shows, quoting the line that proves each.
2. Name 3 gaps a hiring manager would notice, with evidence.
3. For each gap, suggest one practice task I can do in my current job this month.
Be direct. Use only what I gave you.