When you’ve received an inbound lead and prep for a call, it’s likely the lead’s information is incomplete or, at worst, missing.
With this prompt for ChatGPT or Claude, you can use Hunter to prepare for your sales call and stand out for all the right reasons with your lead.
Why this matters
Pre-call research gets skipped because it can feel like another admin task. But, there are risks with not thoroughly preparing for a call.
Those reasons are endless, but can vary from the email address is wrong, or the person no longer works at the company, to not realizing that additional attendees are added to your call, - and you could have known enough about them to alter your talk track.
You find out afterward, if you find out at all.
The research that gets done before a call is the research that fits into a coffee break. Anything longer gets postponed until the meeting has already happened.
Here's how to build that briefing in your AI assistant with Hunter.
Your plan
- What you'll achieve: A view of who matters in the department you're meeting, verified email addresses for the handful worth contacting, and a first draft of your outreach that doesn't announce itself as machine-written.
- Where this runs: In ChatGPT or Claude, using the Hunter connector. The prompts below are identical in both, so use whichever you already have open.
- What it costs: Hunter can be used in your AI assistant as part of your Hunter plan. Credit-based actions like finding and verifying addresses use your account balance.
- Time to complete: 15 minutes.
- When to run this play: You have a call booked and you need to run research.
- When to run another play: You already know the room and only need the follow-up written, so skip to Step 3.
Step 1: Connect Hunter to your AI assistant
Use the guide below to know where you to place your next step:
Connect Hunter to whichever AI assistant you use.
Setup takes five minutes:
Have one useful thing ready to send to the contacts you’ll find.
A benchmark or a short case study that answers a question they're likely to have.
You'll need this asset in Step 3, and picking it in the moment is how people end up attaching nothing.
Step 2: Build the briefing
Open your AI assistant and enter the below, replacing the placeholders:
I have a call with {{company_name}} tomorrow about {{reason for call}} . Pull together a briefing: find the company's website and key details, identify the decision-makers in {{department}} (especially anyone with “{{seniority_level}}” in their title), verify their email addresses, and surface any recent context I should know.
Here's an example prompt for prepping for a call with a marketer from Forrester about their design requirements:
Two things to be wary of:
- Ensure you have the right department: This can be an issue when a company splits Growth and Marketing, or runs RevOps separately from Sales. Tell your AI assistant which one you're meeting.
- Someone you know is joining doesn't appear in the results: Name them and ask the AI assistant to find and verify them too.
Review the results of the initial company snapshot:
Because you gave the AI context on the call, it will provide initial research that you can bring into your conversation:
With this information, you'll then receive a digest of how your solution fits into their stance on AI GTM:
Step 3: Verify and save only who you need
With the results returned from your AI assistant, review the list of contacts and the advice that Hunter provides you:
Hunter will, if appropriate, suggest a second contact that could be useful to broaden your preparation:
Use this prompt to select the leads you want to save from this search:
Save the verified contacts to a new Hunter Leads list called {{list_name}}, and tell me how many credits that will use before you do it. For anyone in {{department}} without a verified address, run a Domain Search and tell me who holds the role now.
Remember, you really need one-two people, maximum, to drive your chances of a reply rate up.
Before saving the contacts, the AI assistant will ask for permission:
Ask the AI assistant to flag anyone whose address comes back as accept-all rather than valid.
Those aren't wrong, but they bounce far more often than verified addresses, so keep them out of anything that matters before a meeting.with our outreach planner
Follow the URL and you'll see your saved list inside your Hunter account:
Step 4: Draft the outreach
Now enter the below prompt for assistance in writing your messages to the leads.
Write two drafts to send before the call - one for [person 1], one for [person 2], and one for [person 3]: an email under 100 words and a LinkedIn note under 60. Both should reference the meeting and share a link to our portfolio of example work at www.aidified.io/work. Ensure that the email is relevant to the contact's job title and leverages the pre-call preparation you have helped me generate. If you make an observation that comes from from the research, ensure it's a natural connection between this observation and the connection to my work. Rules: no em dashes, no “it's not X, it's Y” constructions, no phrases like “in today's landscape” or “let's dive in”, and no words like “resonate” or “leverage”. Use contractions. American English. Ask one question at the end, not three.
Personalized for this campaign, we'll add the below context:
Next, review each of the email and LinkedIn requests generated. Ensure that they're personal to the lead, and manually edit where necessary:
It’s important to ensure your messages are relevant to the lead, as 69% of decision makers are bothered when your content shows signs of AI. Don’t make the use of AI blind them of your value and dismiss you before you can talk to them.
Use LinkedIn as a follow-up channel, referencing your email, to give the lead a choice of where they want to engage with you.
Once the content is edited, you can send these messages through Sequences, naming each Sequence as the person's name + Forrester pre-call intro.
What this looks like when it's working
You join the call already knowing who the other three people are, you've shared examples of your work and tied this into their stance on AI, and you come across as prepared, thoughtful, and professional.
Your follow-up goes out the same afternoon to addresses that work, and it sounds like you.
If the briefing comes back thin, that usually means a small company with little public footprint.
Run Step 2 anyway, since a verified address for one person beats a rich profile of nobody.
Put all of this into action today with Hunter's Outreach Planner:
Send cold emails with Hunter