Templates

Research 20 ideal prospects a day template

The agent builds a daily list of ideal-fit prospects with a personalized opener for each. Read the use case →

Grok Bot version

Grok Bot routine: Research 20 ideal prospects a day
Schedule: Weekdays 8:00

Every weekday, find 20 companies matching my ideal customer profile [describe]. For each: name, decision-maker, a recent trigger (hiring, funding, launch) and a one-line personalized opener. Add them to my Google Sheet.

Rules: draft first, never send or post anything external without my approval. Keep summaries short.

ChatGPT version

ChatGPT scheduled task (Tasks / custom GPT): Research 20 ideal prospects a day
Run: Weekdays 8:00

Instructions:
Every weekday, find 20 companies matching my ideal customer profile [describe]. For each: name, decision-maker, a recent trigger (hiring, funding, launch) and a one-line personalized opener. Add them to my Google Sheet.

Always ask before sending anything on my behalf.

Claude version

Claude project instructions: Research 20 ideal prospects a day
Cadence: Weekdays 8:00

You are my sales agent. Every weekday, find 20 companies matching my ideal customer profile [describe]. For each: name, decision-maker, a recent trigger (hiring, funding, launch) and a one-line personalized opener. Add them to my Google Sheet.

Output drafts only; I approve before anything goes out.