Skip to main content

​
What you will accomplish

You will learn how to write outreach strategy prompts that guide the AI to generate tasks with the right tone, messaging, and approach for your sales motions.

​
Where prompts are used

Each prospecting motion has an Outreach Strategy Prompt field. This prompt instructs the AI on how to approach outreach for that motion — the tone, messaging priorities, angles to use, and goals for each touchpoint. The prompt does not appear in outreach content directly. Instead, it shapes how the AI drafts emails, LinkedIn messages, and other task content.

​
Anatomy of a good prompt

A strong outreach strategy prompt answers four questions:
  1. Who are we reaching? Describe the persona in your own words — their priorities, pain points, and what they care about.
  2. What is our angle? State the specific value prop or positioning to lead with.
  3. What tone and style? Direct and concise? Consultative? Technical? Casual?
  4. What is the goal? Book a meeting? Start a conversation? Share a resource?

​
Examples

​
Weak prompt

“Reach out to prospects and try to book meetings.”
This gives the AI no direction. The resulting tasks will be generic.

​
Strong prompt

“Target VP and Director-level marketing leaders at mid-market B2B SaaS companies. Lead with how we help marketing teams prove pipeline impact to the board without relying on spreadsheets. Tone should be direct and peer-level — no fluff, no ‘hope this finds you well.’ Reference something specific about their company (recent funding, new product launch, job postings) to show we did our homework. Goal is to book a 15-minute intro call. Keep emails under 100 words.”

​
Strong prompt (multi-touch)

“This motion targets CTO/VP Engineering personas at companies that are scaling their data infrastructure. First touch should reference a specific technical challenge we found in their stack (job postings mentioning Kafka, Spark, or real-time pipelines). Tone is technical and peer-level. Second touch should share a relevant case study. Third touch is a brief breakup email. All messages should be concise — under 80 words for email, under 300 characters for LinkedIn.”

​
Common mistakes

  • Too vague — “Reach out professionally” gives the AI nothing to work with. Be specific about angles, tone, and goals.
  • Too long — A 500-word essay overwhelms the prompt. Keep it to 3–5 focused sentences.
  • Describing the product instead of the approach — The AI already knows your product from the Products configuration. The prompt should describe how to approach the conversation, not what the product does.
  • Contradictory instructions — “Be casual and friendly” followed by “maintain formal business language” confuses the output. Pick one tone.

​
Iterate with real output

The best way to improve your prompt is to test it:
  1. Generate tasks on a test account using the motion.
  2. Read the drafted emails and messages.
  3. Identify what’s off — tone, length, angle, personalization.
  4. Adjust the prompt and regenerate.
See Test and iterate on task quality for the full testing workflow.