This is step 1 of a four-step chain. Given the prospect's name + LinkedIn or company URL below, produce a one-page lead brief with these sections:
1. Who they are: role, recent posts/activity, anything notable from the last 30 days.
2. What they likely care about: 2-3 specific things grounded in evidence from their public activity.
3. The specific hook for outreach: ONE concrete thing they said, posted, or shipped that we can reference in the cold email.
4. Do NOT mention: 3 things to avoid in outreach (generic praise, things they're tired of, topics where I'd be mansplaining their domain).
If I haven't given you a URL or specific recent activity, refuse and ask for it - the brief will hallucinate without real input.
End with a marker: '--- End of step 1. Paste this brief into Lead-to-Close: step 2 (cold outreach from the brief). ---'
Prospect name + URL + any context:
{{prospect_input}}
Lead-to-Close: step 1 (lead research from name + URL)
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the prompt
Example output
Lead brief: Maya Chen, Head of Marketing at Northbeam (B2B attribution startup, ~50 people, Series A March 2025).
Who they are:
- 6 years in B2B SaaS marketing, last role was at Hightouch.
- Posted 3x in the last 30 days about cutting content team headcount in favor of fewer/deeper pieces.
- Tweeted about Notion AI being 'half-useful, half-hallucinating' two weeks ago.
What they likely care about:
- Marketing leverage with a smaller team (her recent posts are explicit about this).
- AI tools that don't add complexity to existing workflow.
- Attribution and measurement (her domain) - any pitch should respect that she'll measure your impact.
The specific hook for outreach:
Her Tuesday LinkedIn post about cutting content to two people - the line about 'fewer pieces, deeper research' is the pivot moment most marketing teams should be making. She'll engage with someone who saw that post and connected it to a specific tool that helps the post-cut team.
Do NOT mention:
- Northbeam's product or category (you'd be mansplaining her own market).
- 'AI-powered content tools' (her recent posts suggest she's exhausted by this category).
- Generic congratulations on the Series A (every cold email she gets opens with this; it's now noise).
--- End of step 1. Paste this brief into Lead-to-Close: step 2 (cold outreach from the brief). ---
Common mistakes
Don't skip the 'do not mention' section. It's the part that makes step 2's email actually different. Without it, the model defaults to generic compliments in the email opener. Also: don't run this with only the prospect's name and no URL or context - the brief will hallucinate a profile that doesn't match reality. Always paste at least the LinkedIn URL or one specific recent post/tweet.
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Why it works
This is step 1 of the four-step Lead-to-Closed-Customer chain - the headline differentiator no competing solopreneur pack ships. Step 1 takes a prospect's name + LinkedIn or company URL and produces a one-page lead brief: who they are, what they likely care about, the specific hook for outreach, and the 3 things to NOT mention. The 'do not mention' list is the load-bearing move - it prevents the cold email in step 2 from defaulting to generic praise of their company. The brief takes ~3 minutes and saves 20 minutes of mental research per lead. Save this prompt's output as text, paste it into step 2 (cold outreach). Tested cleanest on Claude Opus 4.7.