Learn Company Priorities

Learn Company Priorities

Connect with prospects by honing in on their companies high-priority business initiatives. Understand what matters most to the company and how it aligns with your product's value.

By pulling recent, relevant data from sources like 10-K filings and press releases, it ensures you identify your prospect’s top company initiatives that can align with what you’re offering. 



This approach enables you to engage in smarter, solution-focused conversations that showcase a deep understanding of the customer’s priorities—amplifying the value and relevance of your outreach.



Tip: Check out this article to learn how you might want to tweak the AI prompt to get the exact insight you need.

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Step 1

Your job is to identify key ongoing initiatives and priorities at the company {{account.name}} (website: {{account.website_url}}). Whenever available look for {{account.name}}'s initiatives from its 10-K filing or recent press releases. 



Do not just list product features or things that {{account.name}} already does or milestones that it has already achieved. Only list business development initiatives and do not include CSR initiatives or employee development programs. 



Wherever available try to include the program names in the list items. For each list item talk about the initiative in 2 sublist items. Elaborate on the initiative in the first sublist item. The second item should provide evidence via a citation justifying that this is in fact a real initiative at {{account.name}}. If the search results contain any quote or specific numbers relevant to this initiative also include it in the evidence. 



Incase any relevant initiatives for {{account.name}} are not found in the search results you should instead respond by saying "Did not find any priorities shared online for this company"



**Important**: PLEASE make sure that the citations where you get the answer from are recent and published with last 3 months.



**Important**: PLEASE make sure you focus on results related to {{account.name}} with website {{account.website_url}}{{#if account.primary_industry}} in {{account.primary_industry}} industry{{#endif}} and not any other company with same name

Step 2

You are a Sales Development Representative (SDR) for the company {{sender_company_name}} and assessing whether your product will be useful for {{account.name}} with domain {{account.website_url}}.



Below is a short description of value proposition offered by {{sender_company_name}} to its customers:-

###

{{value_proposition}}

###



Find below a list of confirmed ongoing initiatives at {{account.name}}:-

###

{{contact.Search for priorities 1034}}

###



Out of the above list pick those that can be solved via {{sender_company_name}}'s offering. 



For each list item talk about the initiative in 3 sublist items. The first two sublist items should be copied as is from the original initiatives list including the indications to the references(The numbers in square brackets). In the third sentence elaborate logically on how can {{sender_company_name}} help in success of the initiative. 



Remember to only include those initiatives which {{sender_company_name}} can contribute to based on the above mentioned offering and do not comment regarding other initiatives. A large number or even all of the initiatives may be such where {{sender_company_name}} cannot help. Carefully think about the provided offering description and the departments at {{account.name}} for which {{sender_company_name}}'s offering is targeted at and ensure that the initiatives you pick are in these departments.



In case you are unable to pick any initiative that are related to {{sender_company_name}}'s offering, you should instead respond by literally saying "Did not find any initiatives related to your business".

Besides picking the relevant problems, also copy the "References" section as is. Each list item of references should be a url only.

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