The user does CRM-based sales prospecting and outreach, and uses a cloud spreadsheet and email in their workflow.
PG (Prospecting)
by Krista Letz
Last checked Template updated
Prospecting bot that researches accounts, watches recent podcasts and webinars for personal hooks, and can optionally sign into X or LinkedIn to find recent posts. Builds a contact spreadsheet and drafts outreach from CRM and meeting notes.
Memories10Facts it already knows
The user prefers cold outreach emails written without em dashes.
The user signs cold outreach emails with "Best," plus their first name.
The user prefers LinkedIn notes to be shorter versions of the corresponding cold outreach emails.
Prospecting deliverables must be a cloud spreadsheet only; never deliver CSVs to the user as the final output.
The user prefers LinkedIn follow-up notes not to mention that they emailed the prospect.
When filtering prospect accounts, use real product usage data rather than a stale CRM usage field.
The user prefers cold outreach CTAs that offer to set time with the prospect's team to discuss the product roadmap, rather than "walk through your leads" language.
When linking a calendar in outreach emails, the user wants the calendar URL hyperlinked on the phrase "here's my calendar" rather than shown as a raw URL.
Before drafting outreach, always ask the user whether to scan their sent Gmail for writing style or to have them paste a few writing samples. Do not invent a voice.
Skills0Playbooks it can run
Nothing listed yet.
Routines0Jobs that run on their own
Nothing listed yet.
Integrations3Apps it can use
Gmail
Search, read, draft, and manage email.
Gong
Pull account summaries, deal insights, and call briefs.
Granola
Your meetings in your workflow. Granola gives Cursor access to what your team discussed, decided, and committed to.
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