# PromptLoop Sales Plays ## Introduction This guide provides practical steps for using PromptLoop for outbound sales. PromptLoop data can be a force multiplier on different levels of the sales stack, for different companies. These plays provide easy to follow guides that can help you get started. ## Email Marketing Campaign Workflow Email can be an effective channel for growth when executed properly. Two themes have dominated strategies at almost every company lately in email marketing, targeting, and personalization. Both can be accomplished end to end with PromptLoop and is a the route of this play and how many teams use our platform. While personalization gets a lot of press, its mostly the final touch on good targeting and research, which is almost always more important. ### 1. Identifying What You Need to Know Before launching an email campaign, you need to determine what information will help you: - Qualify prospects as part of your Ideal Customer Profile (ICP) - Personalize your outreach effectively - Prioritize high-value targets <Callout title="Best Practice" emoji="💡"> Begin by identifying 3-5 key data points that would make a prospect more likely to convert. These might include company size, technology stack, recent funding, or specific services offered. </Callout> Usually, when you scan a website of a prospect you know where to look, what to read, and what to look out for to determine if they might be a good fit for your offering. ### 2. Enriching Your Data PromptLoop helps you automatically gather the information you need for qualification and personalization through web research at scale. #### Setting Up Your Research Task 1. **[Create a Web Input Task](custom-tasks)** that extracts specific data points from company websites 2. **Define your inputs and outputs**: - Input: Company website URL - Outputs: Your selected qualification and personalization fields **Your New Task:** <InputOutputBadges inputs={[{name: "Input Name", description: "Company Website"}]} outputs={[{name: "Output Name", description: "Custom Overview"},{name: "Output Name 2", description: "ICP category 1"},{name: "Output Name 3", description: "ICP category 2"},{name: "Output Name 4", description: "Something else that might be useful"}]} /> **Examples:** <Callout title="Example Task Configuration" emoji="🔍"> **Task Name**: Selling to Self Storage Operators **Input**: Company Website URL **Outputs**: - Overview - Location - Units Managed - Location Count - Premium Services (list) </Callout> <Callout title="Example Task Configuration" emoji="🔍"> **Task Name**: Selling to Self Storage Operators **Input**: Company Website URL **Outputs**: - Overview - Location - Units Managed - Location Count - Premium Services (list) </Callout> ### 3. Running Your Enrichment Job 1. **Upload your prospect list** with company website URLs 2. **Select your task** from the dropdown menu 3. **Choose your input column** (company website URL) 4. **Launch the job** and monitor progress <Callout title="Tip" emoji="⚡"> Start with a small test batch (10-20 companies) to verify your task is working correctly before running against your full dataset. </Callout> ### 4. Generating Personalized Email Content Once you have enriched your data, you can use PromptLoop's **Column Generation** feature to automatically create personalized email snippets based on the information gathered. You can see the guide to this [here.](autoloop#new-column-gen) <Image src={`https://img.promptloop.com/new-col-launch.jpg`} alt='New Column Gen' /> #### Example Email Snippet Generation Prompt Use a company overview column or an ICP specific column from the task you just ran, as well as something like the companies name. You want personalization to not sound robotic and PromptLoop Column Generation lets you specify that or any other preferences. *Create a 4-5 word snippet for an email campaign that will fit into Hey first_name, I see that company_name is _______. Include why they are good fit like "offering and AI tool" "serves email users" and use informal language and abbreviations where possible.* ### 5. Qualifying Prospects with Smart Filters Use the data you've gathered to qualify and prioritize your prospects: 1. **Apply filters** to your enriched dataset 2. **Create segments** based on your ICP criteria 3. **Tag or prioritize** prospects for different email sequences <Table caption="Sample Qualification Framework" columns={["Attribute", "High Priority", "Medium Priority", "Low Priority"]} data={[ ["Company Size", "50+ employees", "10-49 employees", "<10 employees"], ["Services Match", "Offers 3+ target services", "Offers 1-2 target services", "No matching services"], ["Technology", "Uses competitive/complementary tools", "Uses basic tools in category", "No relevant tech stack"], ["Content Freshness", "Active content in last 30 days", "Content in last 90 days", "No recent content"] ]} /> ### 6. Exporting to Your Email Platform 1. **Download your enriched and personalized dataset** as CSV 2. **Import into your email marketing platform** of choice 3. **Map the columns** to the appropriate fields in your email templates <Callout title="Integration Tips" emoji="🔄"> Many email platforms allow dynamic content insertion using merge tags. Ensure your column names match the expected format for your email platform, or rename them during export. </Callout> ## Cold Calling Campaign Applications The same PromptLoop workflow can be adapted for cold calling campaigns with these modifications: ### 1. Finding and Validating Phone Numbers Create a Task specifically for phone number validation: ``` Browse the company website to find: 1. Main company phone number 2. Any department-specific phone numbers (sales, support, etc.) 3. Locations/offices with separate phone numbers 4. Hours of availability for phone contact 5. Whether they prefer contact forms over direct phone calls Provide only the information that is explicitly available on the website. ``` ### 2. Pre-Call Research for SDRs Create a Task that gathers quick-reference information for Sales Development Representatives: ``` Browse the company website to compile a brief pre-call cheat sheet: 1. 1-2 sentence company description 2. Key products/services (list up to 3) 3. Recent company news or announcements 4. Potential pain points based on their industry 5. Names of key executives (if available) 6. Company size and locations Organize this information in a concise, scannable format that an SDR could reference during a call. ``` ### 3. ICP Qualification for Cold Calling <Table caption="Cold Calling Qualification Framework" columns={["Criterion", "Information to Gather", "Qualification Signal"]} data={[ ["Decision Maker Identification", "Executive names and titles", "Presence of relevant decision-makers (CTO, CMO, etc.)"], ["Technology Readiness", "Current tech stack", "Using complementary technologies"], ["Pain Point Indicators", "Recent company changes, job postings", "Scaling team, entering new markets"], ["Company Maturity", "Years in business, team size", "Established enough to have budget"], ["Geographical Reach", "Office locations, service areas", "Matches your service capabilities"] ]} /> ## Example Use Cases ### Example 1: SaaS Sales to Marketing Agencies **Enrichment Task Focus**: - Identify agencies using competitor tools - Determine client portfolio size and types - Find specific marketing services offered **Personalization Elements**: - Reference similar clients you've helped - Mention specific marketing service areas - Note agency size and growth trajectory ### Example 2: Financial Services Prospecting **Enrichment Task Focus**: - Identify company growth signals - Determine current financial service providers - Find compliance requirements based on industry **Personalization Elements**: - Reference industry-specific regulations - Mention growth stage and relevant solutions - Note current providers and integration benefits ### Example 3: Manufacturing Supply Chain Outreach **Enrichment Task Focus**: - Identify product categories and materials used - Determine geographical distribution needs - Find sustainability commitments **Personalization Elements**: - Reference specific product compatibility - Mention regional distribution capabilities - Note alignment with sustainability goals ## Best Practices for Scaling Your Approach 1. **Iterate on your Tasks**: Review results and refine your prompts to improve data quality 2. **Build a Task Library**: Create specialized Tasks for different industries or campaign types 3. **Progressive Enrichment**: Start with basic qualification, then add layers of personalization 4. **Feedback Loop**: Track which data points led to the highest conversion rates and refine 5. **Compliance Check**: Ensure your data gathering and email practices comply with relevant regulations ## Troubleshooting Common Issues <Table caption="Troubleshooting Guide" columns={["Issue", "Possible Cause", "Solution"]} data={[ ["Missing data for some companies", "Website structure varies significantly", "Create more flexible browsing instructions or separate Tasks for different website types"], ["Low-quality personalization", "Not enough specific data points", "Add more targeted outputs to your Task or improve browsing instructions"], ["Task taking too long", "Instructions too complex", "Simplify your Task to focus on highest-value data points"], ["Inaccurate data extraction", "Ambiguous instructions", "Make instructions more specific and provide examples of desired outputs"] ]} /> ## Getting Started Checklist - [ ] Define your ICP and key qualification criteria - [ ] Identify personalization data points that would improve response rates - [ ] Create and test your first research Task with a small sample - [ ] Run enrichment on your full prospect list - [ ] Generate personalized snippets using Column Generation - [ ] Export and set up your email campaign - [ ] Track results and refine your approach Remember: The goal is to use automation to enable more personalized, relevant outreach—not to create generic mass emails. Always ensure your automated research leads to genuine personalization that provides value to the recipient.

    PromptLoop Sales Plays

    Introduction

    This guide provides practical steps for using PromptLoop for outbound sales. PromptLoop data can be a force multiplier on different levels of the sales stack, for different companies. These plays provide easy to follow guides that can help you get started.

    Email Marketing Campaign Workflow

    Email can be an effective channel for growth when executed properly. Two themes have dominated strategies at almost every company lately in email marketing, targeting, and personalization. Both can be accomplished end to end with PromptLoop and is a the route of this play and how many teams use our platform. While personalization gets a lot of press, its mostly the final touch on good targeting and research, which is almost always more important.

    1. Identifying What You Need to Know

    Before launching an email campaign, you need to determine what information will help you:

    • Qualify prospects as part of your Ideal Customer Profile (ICP)
    • Personalize your outreach effectively
    • Prioritize high-value targets
    💡
    Best Practice

    Begin by identifying 3-5 key data points that would make a prospect more likely to convert. These might include company size, technology stack, recent funding, or specific services offered.

    Usually, when you scan a website of a prospect you know where to look, what to read, and what to look out for to determine if they might be a good fit for your offering.

    2. Enriching Your Data

    PromptLoop helps you automatically gather the information you need for qualification and personalization through web research at scale.

    Setting Up Your Research Task

    1. Create a Web Input Task that extracts specific data points from company websites
    2. Define your inputs and outputs:
      • Input: Company website URL
      • Outputs: Your selected qualification and personalization fields

    Your New Task:

    Company Website

    Custom Overview

    I C P category 1

    I C P category 2

    Something else that might be useful

    Examples:

    🔍
    Example Task Configuration

    Task Name: Selling to Self Storage Operators Input: Company Website URL
    Outputs:

    • Overview
    • Location
    • Units Managed
    • Location Count
    • Premium Services (list)
    🔍
    Example Task Configuration

    Task Name: Selling to Self Storage Operators Input: Company Website URL
    Outputs:

    • Overview
    • Location
    • Units Managed
    • Location Count
    • Premium Services (list)

    3. Running Your Enrichment Job

    1. Upload your prospect list with company website URLs
    2. Select your task from the dropdown menu
    3. Choose your input column (company website URL)
    4. Launch the job and monitor progress
    ⚡
    Tip

    Start with a small test batch (10-20 companies) to verify your task is working correctly before running against your full dataset.

    4. Generating Personalized Email Content

    Once you have enriched your data, you can use PromptLoop's Column Generation feature to automatically create personalized email snippets based on the information gathered.

    You can see the guide to this here.

    New Column Gen

    Example Email Snippet Generation Prompt

    Use a company overview column or an ICP specific column from the task you just ran, as well as something like the companies name. You want personalization to not sound robotic and PromptLoop Column Generation lets you specify that or any other preferences.

    Create a 4-5 word snippet for an email campaign that will fit into Hey first_name, I see that company_name is _______. Include why they are good fit like "offering and AI tool" "serves email users" and use informal language and abbreviations where possible.

    5. Qualifying Prospects with Smart Filters

    Use the data you've gathered to qualify and prioritize your prospects:

    1. Apply filters to your enriched dataset
    2. Create segments based on your ICP criteria
    3. Tag or prioritize prospects for different email sequences
    Sample Qualification Framework
    AttributeHigh PriorityMedium PriorityLow Priority
    Company Size50+ employees10-49 employees<10 employees
    Services MatchOffers 3+ target servicesOffers 1-2 target servicesNo matching services
    TechnologyUses competitive/complementary toolsUses basic tools in categoryNo relevant tech stack
    Content FreshnessActive content in last 30 daysContent in last 90 daysNo recent content

    6. Exporting to Your Email Platform

    1. Download your enriched and personalized dataset as CSV
    2. Import into your email marketing platform of choice
    3. Map the columns to the appropriate fields in your email templates
    🔄
    Integration Tips

    Many email platforms allow dynamic content insertion using merge tags. Ensure your column names match the expected format for your email platform, or rename them during export.

    Cold Calling Campaign Applications

    The same PromptLoop workflow can be adapted for cold calling campaigns with these modifications:

    1. Finding and Validating Phone Numbers

    Create a Task specifically for phone number validation:

    Browse the company website to find:

1. Main company phone number
2. Any department-specific phone numbers (sales, support, etc.)
3. Locations/offices with separate phone numbers
4. Hours of availability for phone contact
5. Whether they prefer contact forms over direct phone calls

Provide only the information that is explicitly available on the website.

    2. Pre-Call Research for SDRs

    Create a Task that gathers quick-reference information for Sales Development Representatives:

    Browse the company website to compile a brief pre-call cheat sheet:

1. 1-2 sentence company description
2. Key products/services (list up to 3)
3. Recent company news or announcements
4. Potential pain points based on their industry
5. Names of key executives (if available)
6. Company size and locations

Organize this information in a concise, scannable format that an SDR could reference during a call.

    3. ICP Qualification for Cold Calling

    Cold Calling Qualification Framework
    CriterionInformation to GatherQualification Signal
    Decision Maker IdentificationExecutive names and titlesPresence of relevant decision-makers (CTO, CMO, etc.)
    Technology ReadinessCurrent tech stackUsing complementary technologies
    Pain Point IndicatorsRecent company changes, job postingsScaling team, entering new markets
    Company MaturityYears in business, team sizeEstablished enough to have budget
    Geographical ReachOffice locations, service areasMatches your service capabilities

    Example Use Cases

    Example 1: SaaS Sales to Marketing Agencies

    Enrichment Task Focus:

    • Identify agencies using competitor tools
    • Determine client portfolio size and types
    • Find specific marketing services offered

    Personalization Elements:

    • Reference similar clients you've helped
    • Mention specific marketing service areas
    • Note agency size and growth trajectory

    Example 2: Financial Services Prospecting

    Enrichment Task Focus:

    • Identify company growth signals
    • Determine current financial service providers
    • Find compliance requirements based on industry

    Personalization Elements:

    • Reference industry-specific regulations
    • Mention growth stage and relevant solutions
    • Note current providers and integration benefits

    Example 3: Manufacturing Supply Chain Outreach

    Enrichment Task Focus:

    • Identify product categories and materials used
    • Determine geographical distribution needs
    • Find sustainability commitments

    Personalization Elements:

    • Reference specific product compatibility
    • Mention regional distribution capabilities
    • Note alignment with sustainability goals

    Best Practices for Scaling Your Approach

    1. Iterate on your Tasks: Review results and refine your prompts to improve data quality
    2. Build a Task Library: Create specialized Tasks for different industries or campaign types
    3. Progressive Enrichment: Start with basic qualification, then add layers of personalization
    4. Feedback Loop: Track which data points led to the highest conversion rates and refine
    5. Compliance Check: Ensure your data gathering and email practices comply with relevant regulations

    Troubleshooting Common Issues

    Troubleshooting Guide
    IssuePossible CauseSolution
    Missing data for some companiesWebsite structure varies significantlyCreate more flexible browsing instructions or separate Tasks for different website types
    Low-quality personalizationNot enough specific data pointsAdd more targeted outputs to your Task or improve browsing instructions
    Task taking too longInstructions too complexSimplify your Task to focus on highest-value data points
    Inaccurate data extractionAmbiguous instructionsMake instructions more specific and provide examples of desired outputs

    Getting Started Checklist

    • Define your ICP and key qualification criteria
    • Identify personalization data points that would improve response rates
    • Create and test your first research Task with a small sample
    • Run enrichment on your full prospect list
    • Generate personalized snippets using Column Generation
    • Export and set up your email campaign
    • Track results and refine your approach

    Remember: The goal is to use automation to enable more personalized, relevant outreach—not to create generic mass emails. Always ensure your automated research leads to genuine personalization that provides value to the recipient.