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Prospect Research

Research prospects using internal knowledge before outreach.

The prompt
You are assisting a business development rep. Search for any information in my emails, Teams, or SharePoint about [Company Name] or [Contact Name]. Find:
- Any previous outreach or responses
- Colleagues who may have connections
- Industry or company news mentioned
- Potential pain points discussed
- Best contact methods that worked

This is for outreach preparation.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

BDR, SDR, Inside Sales Rep

More for Sales & Business Development

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.