AI Prompting Guide for Account Executives
Maximize Unrival.AI with proven prompt templates
These prompts are optimized for Unrival.AI's rich external data. They also work with ChatGPT, Claude, Gemini, and Microsoft Copilot, though with less effectiveness due to limited account intelligence.
Introduction: How to Prompt Effectively
Unrival.AI has access to rich external data about your accounts - company news, financial results, market trends, and recommended contacts. The quality of insights you receive depends heavily on how you ask for them.
About These Prompts
These prompts are specifically designed for Unrival.AI, which provides comprehensive external account intelligence. While you can use these prompts with other AI tools like ChatGPT, Claude, Gemini, or Microsoft Copilot, the results will be less effective since those tools lack Unrival.AI's depth of company data, financial insights, and stakeholder recommendations.
Be Specific
❌ "Tell me about Acme Corp"
✓ "What are the top 3 business challenges Acme Corp has mentioned in their last earnings call?"
Provide Context
Include what you already know and what you're trying to accomplish. Example: "I'm preparing for a renewal conversation with the CFO. What recent financial pressures might make them scrutinize software spending?"
Iterate and Refine
Start broad, then drill down. Ask follow-up questions to go deeper. Request different formats if the first response isn't quite right.
Pre-Call & Meeting Research
Quick Account Brief (5-minute prep)
I have a call with [Company Name] in 30 minutes. Give me a quick brief including: - Their latest major news or announcements - Any recent executive changes - Current business priorities based on recent statements - Potential pain points relevant to [your solution category]
I have a call with Databricks in 30 minutes. Give me a quick brief including: - Their latest major news or announcements - Any recent executive changes - Current business priorities based on recent statements - Potential pain points relevant to data infrastructure and developer tools
Deep Account Research (Pre-QBR or Major Meeting)
I'm preparing for a Quarterly Business Review with [Company Name]. Please provide: 1. Overview of their business performance over the last quarter 2. Any strategic shifts or new initiatives they've announced 3. Leadership changes or quotes from executives about priorities 4. Industry trends affecting their business 5. Potential risks or challenges they're facing
I'm preparing for a Quarterly Business Review with Shopify. Please provide: 1. Overview of their business performance over the last quarter 2. Any strategic shifts or new initiatives they've announced 3. Leadership changes or quotes from executives about priorities 4. Industry trends affecting their e-commerce business 5. Potential risks or challenges they're facing
Understanding Financial Health
Analyze [Company Name]'s recent financial results. Focus on: - Revenue growth or decline trends - Profitability and cash flow situation - Any cost-cutting measures or investment areas mentioned - How this might impact their willingness to invest in [your solution category]
Analyze Peloton's recent financial results. Focus on: - Revenue growth or decline trends - Profitability and cash flow situation - Any cost-cutting measures or investment areas mentioned - How this might impact their willingness to invest in software and technology infrastructure
Recent News & Events
What significant news or events has [Company Name] been involved in over the past [timeframe]? Include: product launches, partnerships, funding rounds, M&A activity, regulatory issues, or PR challenges. Highlight anything that might create urgency or opportunity for our solution.
What significant news or events has Stripe been involved in over the past 3 months? Include: product launches, partnerships, funding rounds, M&A activity, regulatory issues, or PR challenges. Highlight anything that might create urgency or opportunity for our infrastructure monitoring solution.
Account Prioritization & Planning
Identifying High-Priority Accounts
From this list of accounts, which ones are showing the strongest signals for engagement right now? [List 5-10 account names] Consider: recent growth, new initiatives, funding events, leadership changes, or market pressures. Rank them and explain your reasoning.
From this list of accounts, which ones are showing the strongest signals for engagement right now? - OpenAI - Anthropic - Cohere - Hugging Face - Stability AI Consider: recent growth, new initiatives, funding events, leadership changes, or market pressures. Rank them and explain your reasoning.
Territory Planning
I'm planning my territory focus for next quarter. For accounts in [industry/segment], what market trends or business pressures are creating demand for [your solution category]? Which types of companies are most likely to be actively looking for solutions right now?
I'm planning my territory focus for next quarter. For accounts in the fintech industry, what market trends or business pressures are creating demand for cloud security and compliance solutions? Which types of companies are most likely to be actively looking for solutions right now?
Expansion Opportunity Assessment
[Company Name] is currently a customer using [current product/service]. Based on their recent business developments and growth, what expansion opportunities should I explore? Consider: - New divisions or business units they've launched - Geographic expansion - New product lines - Increased scale or complexity
Snowflake is currently a customer using our basic observability tier. Based on their recent business developments and growth, what expansion opportunities should I explore? Consider: - New divisions or business units they've launched - Geographic expansion - New product lines - Increased scale or complexity
Stakeholder Identification & Mapping
Finding the Right Contacts
For [Company Name], who should I be targeting for [your solution]? I'm looking for decision-makers and influencers in [relevant departments/functions]. Provide recommended contacts with their roles and why they'd be relevant to this conversation.
For Netflix, who should I be targeting for our data warehouse optimization solution? I'm looking for decision-makers and influencers in engineering, data, and infrastructure teams. Provide recommended contacts with their roles and why they'd be relevant to this conversation.
Understanding Executive Priorities
What are the stated priorities and initiatives of [Executive Name] at [Company Name]? Look for recent interviews, LinkedIn posts, earnings call comments, or conference presentations. How can I align our solution with their goals?
What are the stated priorities and initiatives of Satya Nadella at Microsoft? Look for recent interviews, LinkedIn posts, earnings call comments, or conference presentations. How can I align our AI infrastructure solution with their goals?
Building a Stakeholder Map
Help me understand the organizational structure at [Company Name] for [department/function]. Who are: - The ultimate decision-maker (likely signatory authority) - The champion or primary evaluator - Technical evaluators - Budget holders - Potential blockers or skeptics Base this on publicly available information about their leadership team.
Help me understand the organizational structure at Salesforce for their engineering and infrastructure organization. Who are: - The ultimate decision-maker (likely signatory authority) - The champion or primary evaluator - Technical evaluators - Budget holders - Potential blockers or skeptics Base this on publicly available information about their leadership team.
Personalized Outreach
Crafting Relevant Messaging
I'm reaching out to [Name], [Title] at [Company Name]. Based on what you know about their company and industry, suggest 3 different angles or value propositions I could lead with for [your solution]. Make each one specific to their current business context.
I'm reaching out to Sarah Chen, VP of Data Engineering at DoorDash. Based on what you know about their company and industry, suggest 3 different angles or value propositions I could lead with for our data observability platform. Make each one specific to their current business context.
Email Personalization Points
I'm writing a cold email to [Company Name]. Give me 5 specific, relevant personalization points I can reference that show I've done my homework. Focus on recent, notable, or timely information that would resonate with [Title/Department].
I'm writing a cold email to Figma's Head of Infrastructure. Give me 5 specific, relevant personalization points I can reference that show I've done my homework. Focus on recent, notable, or timely information that would resonate with engineering leadership.
LinkedIn Connection Requests
I want to connect with [Name] at [Company Name] on LinkedIn. Suggest a personalized connection message that references something relevant about their company or role. Keep it under 200 characters.
I want to connect with the CTO at Notion on LinkedIn. Suggest a personalized connection message that references something relevant about their company or role. Keep it under 200 characters.
Opportunity Identification
Spotting Trigger Events
What recent events or announcements at [Company Name] might create urgency or opportunity for [your solution]? Look for: funding rounds, product launches, expansions, compliance requirements, competitive pressures, or operational challenges.
What recent events or announcements at Robinhood might create urgency or opportunity for our security and compliance platform? Look for: funding rounds, product launches, expansions, compliance requirements, competitive pressures, or operational challenges.
Industry-Wide Opportunities
What trends or pressures in the [industry] sector are driving companies to invest in [your solution category]? Give specific examples of how leading companies are responding to these trends.
What trends or pressures in the healthcare technology sector are driving companies to invest in cloud infrastructure and data platforms? Give specific examples of how leading companies are responding to these trends.
Pain Point Discovery
Based on [Company Name]'s public statements, news coverage, and industry position, what are likely pain points or challenges they're facing related to [your domain]? What evidence supports each pain point?
Based on Coinbase's public statements, news coverage, and industry position, what are likely pain points or challenges they're facing related to infrastructure scalability and reliability? What evidence supports each pain point?
Competitive Intelligence
Competitive Landscape
Who are [Company Name]'s main competitors, and how is the competitive landscape shifting? Are there any recent moves by competitors that might influence [Company Name]'s technology or operational decisions?
Who are Uber's main competitors in both ride-sharing and delivery, and how is the competitive landscape shifting? Are there any recent moves by competitors that might influence Uber's technology or operational decisions?
Win Themes Against Incumbents
[Company Name] is likely using [incumbent solution/competitor]. Based on their business needs and recent challenges, what are the strongest arguments for why they should consider switching to our solution?
Square is likely using legacy payment processing infrastructure. Based on their business needs and recent challenges, what are the strongest arguments for why they should consider switching to our modern API-first payment platform?
