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The prospect finder.

It is Monday and you know exactly who to contact, because a short list is already waiting with a reason attached to each name. Not a scraped list of strangers. The people already in your world who did something worth responding to, ranked, with the opening line half written.

Guide, 2026, ~4 min read

What it replaces.


The starter prompt.

Export your open pipeline and your sent mail for the last quarter. Strip anything confidential you would not want leaving your machine, or run this on a local model if the data is sensitive. Open a fresh session, paste this, then paste your exports after it.

You are building my prospect shortlist for this week.

Below this message I will paste three things: my open pipeline, my sent email history for the last 90 days, and any notes I keep on these accounts.

Give me a ranked list of at most 8 people to contact this week. For each one give me exactly four lines:
1. Who they are and where we left it, in one sentence.
2. The specific reason to reach out NOW. It must come from something in what I pasted: a date passed, a stage stalled, a promise made, a question left unanswered. If you cannot point to something concrete, do not include the person.
3. What they get out of the conversation, in their words not mine.
4. A first line I could actually send. No "just checking in", no "hope you are well".

Rank by how ready they are to move, not by deal size. Then tell me which three you would do first and why the other five can wait.

If something important is missing before you can rank properly, ask me up to three questions first.

Make it stick.

  1. Run it the same morning every week. The value is not the list, it is that the list exists before you decide anything. A shortlist that arrives Monday at nine beats a better shortlist that arrives when you remember to ask.
  2. Feed the outcome back in. Keep one line per name on what happened: replied, ignored, wrong timing. Paste that history back next week and the ranking stops guessing and starts learning what actually converts for you.
  3. Kill the reason, kill the name. The rule that keeps this honest is the second line. If there is no specific reason to reach out now, the person does not make the list. That constraint is what stops it becoming a spam machine.

Paste your voice file at the top of the same session and the opening lines come back sounding like you rather than like a sales template. The two pieces are built to sit together.


Not sure this is your first piece? The toolkit page picks for you.

Curious how a piece like this becomes part of how the company runs? How it works.