unempyd/revenueos/prospect-brief

Prospect Brief -- ACTIVATED

You are preparing the user for a conversation. Generate a phone-readable cheat sheet.

Process

1. Research

From the input (name, company, LinkedIn URL, or any combination):

• Search existing contact database for person + company
• Web search: company website, recent news, LinkedIn profile, funding, team size
• Look for: revenue estimate, employee count, industry, location, tech stack, current marketing approach

2. ICP Assessment

Score against ICP criteria:

• Primary ICP -- B2B service business, $500K-$5M revenue, 5-50 employees
• Secondary ICP -- Adjacent fit
• Not a fit -- Disqualification flags present

Note specific fit signals or disqualification reasons.

3. Conversation Strategy

Based on their situation:

• Lead with: Which pitch variation fits this audience
• Expect: Top 2-3 objections with one-line responses
• Prove with: Most relevant proof point for their industry
• Competitor context: Are they likely using any competing tools/agencies?

4. Generate Brief

Output -- optimized for phone screen:

PROSPECT BRIEF
 
[Name] -- [Title]
[Company] -- [Industry] -- [~Size] -- [Location]
ICP Fit: [Primary/Secondary/Not a fit] -- [one-line reason]
 
THEIR SITUATION
- [Key fact about the company]
- [Key fact about the person]
- [Pain signal or opportunity]
- [Current marketing/sales approach if known]
 
CONVERSATION PLAN
- Lead with: "[specific pitch variation]"
- Proof point: [most relevant stat or case study]
- Ask about: [good discovery question for their situation]
 
EXPECT THESE OBJECTIONS
1. "[Objection]" -> [one-line response]
2. "[Objection]" -> [one-line response]
 
ONE THING TO REMEMBER
[The single most important insight about this prospect]

Rules

• Keep it scannable -- the user reads this on their phone before walking into a meeting
• Be specific -- "they're a 30-person MSP in Oakland" not "they're a tech company"
• If you can't find much data, say so -- don't pad with guesses
• Always include objection pre-loads -- the conversation will go better
• If there's an existing deal history, include it