System: channels, process, calendar
Prospecting 11 min
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Business problem
Without a system, prospecting dies for two reasons: you do it 'when there's time' (and there never is) or you do it randomly (every other day, different channels, no list). Results are unstable because there's neither rhythm nor a definition of 'done'.
Proven method
A prospecting system = 4 elements:
- CHANNELS: 1-2 main ones (e.g. email + LinkedIn), extras only after stabilization (limit: no more than 2 at once),
- LIST: a goal of 50 companies/day for research (the numbers depend on your scale — regularity is key),
- PROCESS: a fixed order 'research → personalization → outreach → data entry' (each step has a definition of 'done': research = 5 facts + 2 signals; outreach = max 5 Priority 1 leads with L3+ personalization; data entry = every interaction in the CRM/spreadsheet the same day),
- CALENDAR: 30 min research + 30 min outreach daily + 15 min data entry + 2-3h weekly sprint (channel audit, list cleanup, prompt calibration). AI supports every step: research, openers, follow-ups, data entry (preparing entries), audits.
Market example
- BAD
- Unstructured prospecting without ICP filters and generic outreach to random accounts.
- GOOD
- Monday morning: 30 min — AI researches 10 companies (5 facts + 2 signals each), you pick 5 for Priority 1. 30 min — AI generates L3-L5 openers, you send 5 emails + 2 LinkedIn. In the evening 15 min — you log interactions into the spreadsheet. Friday 2h sprint: AI summarizes which channels replied, which companies to move to Priority 2, what to improve in prompts. This rhythm gives you 25 emails/week with L3+ quality — instead of 100 'Hi John'.
Ready-to-use prompt
You are a sales process architect. Context: I have [X] hours a week for prospecting. I sell [PRODUCT]. Task: Design my prospecting system: 1. Channels: 1-2 main ones (match to my industry and time) + why 2. Daily process: step order + time for each (research / personalization / outreach / data entry) 3. 'Done' definitions for each step 4. Weekly calendar: days + time blocks 5. Weekly sprint: 2-3h — what I do in it (audit, cleanup, calibration) Format: 5 sections.
Model rekomendowany: Claude 3.5 Sonnet / GPT-4o Copy and paste into ChatGPT, Claude or Perplexity
ALTERNATYWNE SCENARIUSZE
Variations & alternative scenarios
Solo version: everything in a spreadsheet + AI, zero paid tools.
Team version: role split (researcher vs sender) + a shared CRM.
Practical exercise
Design your system: 2 channels, a daily process with time, 'done' definitions, a weekly calendar. Schedule your first sprint (2h) in the calendar for this week.
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