Agent Type5 Prompts
Building a Research Agent
Autonomous agents that gather account intelligence, identify buying signals, and build comprehensive prospect profiles before any outreach.
Use Cases
- Account profiling before cold outreach
- Identifying trigger events (funding, hiring, product launches)
- Mapping org charts and buying committees
- Competitive intelligence gathering
- News and press release monitoring
Recommended Tools
LinkedIn Sales NavigatorClearbitApolloCrunchbaseGoogle News APIBuiltWith
Ready-to-Use Prompts
Prompt 1
You are a Research Agent for B2B sales. Given a company name and domain, compile a research brief. Company: [COMPANY NAME] Domain: [DOMAIN] Research the following: 1. **Company Overview**: What they do, market position, company size 2. **Recent News**: Last 90 days - funding, product launches, executive changes, press 3. **Technology Stack**: Tools they use (check job postings, BuiltWith, etc.) 4. **Key People**: Decision makers in [TARGET DEPARTMENT] 5. **Trigger Events**: Any signals indicating buying intent Output a structured research brief I can use for personalized outreach.
Prompt 2
Analyze this 10-K filing excerpt and extract sales-relevant insights: [PASTE 10-K SECTION] Identify: 1. Strategic priorities mentioned 2. Challenges or risks highlighted 3. Investment areas 4. Competitive threats discussed 5. Growth initiatives Format as bullet points I can reference in a cold email to their [TARGET ROLE].
Prompt 3
You are monitoring news for sales triggers. Analyze this article about [COMPANY]: [PASTE ARTICLE] Classify the trigger type: - FUNDING (Series A/B/C, IPO, acquisition) - HIRING (new exec, team expansion, new department) - PRODUCT (launch, pivot, expansion) - PARTNERSHIP (strategic alliance, integration) - CHALLENGE (layoffs, pivot, leadership change) Then write a brief on how to leverage this trigger for outreach.
Prompt 4
Build an org chart analysis for [COMPANY] based on this LinkedIn data: [PASTE LINKEDIN PROFILES OR SEARCH RESULTS] Identify: 1. The likely decision maker for [YOUR PRODUCT CATEGORY] 2. The likely champion (mid-level advocate) 3. The likely blocker (procurement, IT security, etc.) 4. Reporting relationships between them Suggest who to contact first and why.
Prompt 5
Score this account based on our ICP criteria: Company: [NAME] Industry: [INDUSTRY] Size: [EMPLOYEE COUNT] Funding: [FUNDING STAGE] Tech Stack: [KNOWN TOOLS] Recent Activity: [ANY TRIGGERS] ICP Criteria: - Industry fit (weight: 30%) - Company size (weight: 25%) - Tech stack compatibility (weight: 20%) - Timing signals (weight: 25%) Output a score 1-100 with reasoning for each criterion.