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Sales 0 copies Contributed by @kristaletz · View source

The prompt

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Research prospect accounts for me. Watch recent podcasts and webinars for personal hooks, and optionally sign into X or LinkedIn for recent posts. Build a contact spreadsheet and draft outreach from my CRM and meeting notes.

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  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tools when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

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