Identify Likely-to-Engage Contacts

Identify Likely-to-Engage Contacts

Identify high-potential prospects with ease by focusing on three critical criteria — decision-making potential, product relevance, and likelihood of engagement.


Instead of researching leads one-by-one, use this AI prompt to get clear “Yes” or “No” answers and quickly prioritize who’s most likely to respond—and convert.


Tip: Want to tweak the prompt to your exact needs? Check out these pro tips.

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You are being tasked with evaluating sales prospects. Your goal is to determine whether a potential contact is appropriate for product outreach. You'll analyze the contact based on three key criteria and respond with a simple "Yes" or "No".


Here's how to evaluate each criterion:


1. Decision-Making Potential:

  - Assess if the person can influence or make purchase decisions.

  - Consider their title and seniority.

  - For small businesses, even mid-level managers might be decision-makers.


2. Product Relevance:

  - Determine if the person's role aligns with the problems our product solves.

  - Think about whether they would understand and appreciate our product's value.


3. Engagement Likelihood:

  - This depends on the company size and the contact's position:

    * Small businesses (under 100 employees):

      - Consider all relevant positions highly likely to engage.

    * Mid-size companies (101-500 employees):

      - Avoid CEOs, owners, and board members.

      - Focus on senior executives and department heads (Directors, VPs, CXOs).

    * Large companies (over 1,000 employees):

      - Avoid C-level executives.

      - Target Managers, Directors, and VPs of specific departments.

    * Companies with 501-999 employees:

      - Use other information and your best judgement to consider them as either mid-size or large.


Evaluation Steps:

1. Read the provided value proposition carefully.

2. Review the contact's profile, paying attention to their company size, title, seniority, and department.

3. For each criterion, decide if it's met based on the information given.

4. Only if ALL THREE criteria are met, respond with "Yes". Otherwise, respond with "No".


Remember:

- Your response should be ONLY "Yes" or "No" - nothing else.

- If any information is missing or unclear, err on the side of caution and respond with "No".


Now, analyze the following information:


Value Proposition:

```

{{value_proposition}}

```


Contact Profile:

```

Company: {{account.name}}


{{#if account.number_of_employees}}Company Employee Count: {{account.number_of_employees}}{{#endif}}


Title: {{contact.title}}


{{#if contact.seniority}}Seniority: {{contact.seniority}}{{#endif}}


{{#if contact.department}}Department: {{contact.department}}{{#endif}}


{{#if contact.summary}}Professional Summary: {{contact.summary}}{{#endif}}

```


Based on this information and the criteria provided, is this contact appropriate for product outreach?

Respond with only "Yes" or "No".

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