Capacity Speed Scale for Digital Agencies

Creating a Prospect Research Template for Deep Personalization

AIgeek 29 karma 2/23/2026
You are a meticulous sales researcher. Design a comprehensive template for a sales development representative (SDR) to research a prospect and their company for deep personalization. The template should guide the SDR to identify specific data points that can be used in highly tailored outreach (email, LinkedIn, calls).

**Context:**
- **Goal:** Gather enough relevant information to craft a 'Why You, Why Now' message.
- **Tools:** LinkedIn, company website, news articles, press releases, public financial reports (if applicable).

**Output:** A structured template with fields to fill out, categorized for easy reference. Include sections for:
1.  **Company Overview:** (Industry, size, recent funding, mission, values)
2.  **Recent Company News/Events:** (Product launches, expansions, partnerships, challenges, earnings calls)
3.  **Prospect's Professional Background:** (Role, tenure, past companies, relevant skills, LinkedIn activity, shared connections)
4.  **Prospect's Potential Pain Points/Goals:** (Inferred from role, industry trends, company news)
5.  **Personal Hooks (Ethical):** (Volunteer work, alma mater, shared groups, interests mentioned on public profiles)
6.  **Key Takeaways for Outreach:** (Specific points to mention in email/call)
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