Here are all the prompts we use to automatically research and score accounts across our five key attributes. These prompts are the result of over 20 hours of iteration and real-world testing.
A few notes before you dive in:
- Each attribute has two prompts: one for research and one for assessment/scoring
- The prompts are designed to be modular - you can easily modify the scoring criteria without rebuilding the entire system
- These work best with Claude and similar models that can handle longer context windows
- Feel free to adapt these to your specific use case - they're meant to be a starting point
Below you'll find the five pairs of research/assessment prompts for each attribute.
As a reminder, here is the original LinkedIn post and you can find the walkthrough video below.
CRM Company Fit Enrichment.mp4
A. Overview
B. B2B vs. B2C
C. Headcount
D. Location
E. VC Backing
F. Final Assessment