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)

Prompt Template
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]
Example
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)

Prompt Template
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
Example
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

Prompt Template
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]
Example
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

Prompt Template
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.
Example
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

Prompt Template
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.
Example
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

Prompt Template
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?
Example
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

Prompt Template
[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
Example
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

Prompt Template
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.
Example
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

Prompt Template
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?
Example
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

Prompt Template
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.
Example
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

Prompt Template
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.
Example
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

Prompt Template
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].
Example
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

Prompt Template
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.
Example
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

Prompt Template
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.
Example
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

Prompt Template
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.
Example
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

Prompt Template
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?
Example
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

Prompt Template
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?
Example
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

Prompt Template
[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?
Example
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?