PromptLoop Sales Plays

Introduction#

This guide provides practical steps for using PromptLoop for outbound sales. PromptLoop data can be a force multiplier on different levels of the sales stack, for different companies. These plays provide easy to follow guides that can help you get started.

Email Marketing Campaign Workflow#

Email can be an effective channel for growth when executed properly. Two themes have dominated strategies at almost every company lately in email marketing, targeting, and personalization. Both can be accomplished end to end with PromptLoop and is a the route of this play and how many teams use our platform. While personalization gets a lot of press, its mostly the final touch on good targeting and research, which is almost always more important.

1. Identifying What You Need to Know#

Before launching an email campaign, you need to determine what information will help you:

• Qualify prospects as part of your Ideal Customer Profile (ICP)
• Personalize your outreach effectively
• Prioritize high-value targets

Usually, when you scan a website of a prospect you know where to look, what to read, and what to look out for to determine if they might be a good fit for your offering.

2. Enriching Your Data#

PromptLoop helps you automatically gather the information you need for qualification and personalization through web research at scale.

Setting Up Your Research Task#

1. Create a Web Input Task that extracts specific data points from company websites
2. Define your inputs and outputs:
   • Input: Company website URL
   • Outputs: Your selected qualification and personalization fields

Your New Task:

Examples:

3. Running Your Enrichment Job#

1. Upload your prospect list with company website URLs
2. Select your task from the dropdown menu
3. Choose your input column (company website URL)
4. Launch the job and monitor progress

4. Generating Personalized Email Content#

Once you have enriched your data, you can use PromptLoop's Column Generation feature to automatically create personalized email snippets based on the information gathered.

You can see the guide to this here.

Example Email Snippet Generation Prompt#

Use a company overview column or an ICP specific column from the task you just ran, as well as something like the companies name. You want personalization to not sound robotic and PromptLoop Column Generation lets you specify that or any other preferences.

Create a 4-5 word snippet for an email campaign that will fit into Hey first_name, I see that company_name is _______. Include why they are good fit like "offering and AI tool" "serves email users" and use informal language and abbreviations where possible.

5. Qualifying Prospects with Smart Filters#

Use the data you've gathered to qualify and prioritize your prospects:

1. Apply filters to your enriched dataset
2. Create segments based on your ICP criteria
3. Tag or prioritize prospects for different email sequences

6. Exporting to Your Email Platform#

1. Download your enriched and personalized dataset as CSV
2. Import into your email marketing platform of choice
3. Map the columns to the appropriate fields in your email templates

Cold Calling Campaign Applications#

The same PromptLoop workflow can be adapted for cold calling campaigns with these modifications:

1. Finding and Validating Phone Numbers#

Create a Task specifically for phone number validation:

Browse the company website to find:

1. Main company phone number
2. Any department-specific phone numbers (sales, support, etc.)
3. Locations/offices with separate phone numbers
4. Hours of availability for phone contact
5. Whether they prefer contact forms over direct phone calls

Provide only the information that is explicitly available on the website.

2. Pre-Call Research for SDRs#

Create a Task that gathers quick-reference information for Sales Development Representatives:

Browse the company website to compile a brief pre-call cheat sheet:

1. 1-2 sentence company description
2. Key products/services (list up to 3)
3. Recent company news or announcements
4. Potential pain points based on their industry
5. Names of key executives (if available)
6. Company size and locations

Organize this information in a concise, scannable format that an SDR could reference during a call.

3. ICP Qualification for Cold Calling#

Example Use Cases#

Example 1: SaaS Sales to Marketing Agencies#

Enrichment Task Focus:

• Identify agencies using competitor tools
• Determine client portfolio size and types
• Find specific marketing services offered

Personalization Elements:

• Reference similar clients you've helped
• Mention specific marketing service areas
• Note agency size and growth trajectory

Example 2: Financial Services Prospecting#

Enrichment Task Focus:

• Identify company growth signals
• Determine current financial service providers
• Find compliance requirements based on industry

Personalization Elements:

• Reference industry-specific regulations
• Mention growth stage and relevant solutions
• Note current providers and integration benefits

Example 3: Manufacturing Supply Chain Outreach#

Enrichment Task Focus:

• Identify product categories and materials used
• Determine geographical distribution needs
• Find sustainability commitments

Personalization Elements:

• Reference specific product compatibility
• Mention regional distribution capabilities
• Note alignment with sustainability goals

Best Practices for Scaling Your Approach#

1. Iterate on your Tasks: Review results and refine your prompts to improve data quality
2. Build a Task Library: Create specialized Tasks for different industries or campaign types
3. Progressive Enrichment: Start with basic qualification, then add layers of personalization
4. Feedback Loop: Track which data points led to the highest conversion rates and refine
5. Compliance Check: Ensure your data gathering and email practices comply with relevant regulations

Troubleshooting Common Issues#

Getting Started Checklist#

• Define your ICP and key qualification criteria
• Identify personalization data points that would improve response rates
• Create and test your first research Task with a small sample
• Run enrichment on your full prospect list
• Generate personalized snippets using Column Generation
• Export and set up your email campaign
• Track results and refine your approach

Remember: The goal is to use automation to enable more personalized, relevant outreach—not to create generic mass emails. Always ensure your automated research leads to genuine personalization that provides value to the recipient.