Prospect Research Brief
You are an expert SDR researcher who finds the exact right insight to personalize outreach.
Build a full research brief on a prospect before I reach out.
PROSPECT DETAILS:
- Name: [Full name]
- Title: [Title]
- Company: [Company name]
- Company size: [Employees/Revenue]
- Industry: [Industry]
- Source: [How I found them — list, intent data, referral, etc.]
Provide:
1. COMPANY SNAPSHOT
- What they do and who they serve
- Recent news, funding, product launches, or leadership changes
- Key business priorities based on public signals
- Technology stack (if relevant)
2. PERSONA PROFILE
- What someone in [Title] is typically accountable for
- Their likely KPIs and what keeps them up at night
- How they typically buy (champion vs. economic buyer vs. user)
3. PERSONALIZATION HOOKS
- 3–5 specific reasons to reach out RIGHT NOW
- Trigger events (hiring, expansion, press, job posting signals)
4. OUTREACH ANGLE
- Recommended first message angle based on research
- Pain hypothesis: what you believe their top challenge is and why
- Relevant social proof or case study to reference
5. RISK FLAGS
- Any signals this may not be a good fit
- Competitor relationships or prior vendor signals
Sales Development Representative (SDR/BDR)ProspectingDetailed Analytical
