Prospecting
Account research
Build a one-page brief on a company or contact from public sources: what they do, recent news, likely priorities, fit, and who to talk to. Every line sourced.
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Prospecting · For your bots
Ideal customer profile
Write a one-page ideal customer profile from real wins, losses and conversations: who buys, why now, what disqualifies, and the signals to search for.
In Lobstack: Skills › Library › Add
Download LobstackWhen to use it
Before building a lead list, or when outreach replies are thin and nobody can say who the product is really for.
What your bot will do
- 01
Gather evidence, not opinions: customers who paid, deals that were lost, replies to outreach, support threads. search_history and the tables are a start; ask the person for what you cannot see.
- 02
Write the profile:
- Who: industry, size, region, team that buys, the job title who signs.
- Why now: the event that makes them look — a hire, a launch, a cost.
- Disqualifiers: what makes a company a bad fit, however big.
- Signals: what can be found on the web to spot one (job ads, pages, technology used), each with an example link.
- 03
Mark every line as seen in N cases or as a guess.
- 04
End with three search queries a lead-list run could start from.
Post it as a document. A profile that fits everyone finds no one: cut until it excludes someone.
The file
---name: ideal-customer-profiledescription: "Write a one-page ideal customer profile from real wins, losses and conversations: who buys, why now, what disqualifies, and the signals to search for."metadata: title: "Ideal customer profile" category: prospecting tags: [sales, strategy]--- ## When to use this Before building a lead list, or when outreach replies are thin and nobody cansay who the product is really for. ## How 1. Gather evidence, not opinions: customers who paid, deals that were lost, replies to outreach, support threads. search_history and the tables are a start; ask the person for what you cannot see.2. Write the profile: - Who: industry, size, region, team that buys, the job title who signs. - Why now: the event that makes them look -- a hire, a launch, a cost. - Disqualifiers: what makes a company a bad fit, however big. - Signals: what can be found on the web to spot one (job ads, pages, technology used), each with an example link.3. Mark every line as seen in N cases or as a guess.4. End with three search queries a lead-list run could start from. Post it as a document. A profile that fits everyone finds no one: cut until itexcludes someone.