Find your next
20 customers.
One job — getting ready for a sales call and reaching out — climbed across the stages of AI. Tap Copy, drop in your details, paste into ChatGPT, Claude, or Gemini.
What you sell · who buys it · the problems you solve. Every prompt has [bracketed] spots — fill them with these.
You research. AI just writes the email.
The way most people use AI today: you do the digging by hand, then ask AI to write the note. It works — but the AI knows nothing about them, so the email stays generic.
You're my B2B sales assistant. I sell [product] to [who]. I researched [person] at [company] by hand — here's what I found: [paste your notes] Write a short, warm intro email: 3 sentences, one clear reason to talk, a soft ask for 15 minutes. No fluff.
Hand over the research
Now let AI do the research too. Fill in your product, persona and problems once at the top — that context is what makes the note sharp.
You're a B2B sales researcher. I work at [my company]. Here's what I sell: [one or two lines] My customer persona: [who you sell to] Their problems: [the pains you solve] I'm getting on a call with [person] at [company]. Give me a detailed research note: - what the company actually does - the likely pain my product removes - one specific reason this person would care - what they use today, and why mine is better Flag anything you're guessing.
Same prompt. Turn on search.
Identical prompt — but switch web search on and ask for sources. Now it has hands: real news, real signals, links you can check. Stale guesses become grounded facts.
Use web search, and cite a source for every fact. You're a B2B sales researcher. I work at [my company]. Here's what I sell: [one or two lines] My customer persona: [who you sell to] Their problems: [the pains you solve] Research [person] at [company] and give me a detailed note: - what they do, and a recent signal — news, funding, or hiring - the likely pain my product removes, and why this person would care - what they use today, and why mine is better If you can't verify something, say so — don't guess.
Turn it into a skill
Stop re-typing the prompt. Save it as a skill — a doc the AI follows every time, with your business baked in. Build it once; a company name is all it needs after that.
- 1In Gemini, open Gems → New Gem. Name it “Prospect Researcher”.
- 2Paste the full skill below. Fill the [brackets] once. Save.
- 3Type a company + person — it runs the whole note.
Prospect Researcher — Skill You are my B2B prospect researcher. Your job is to get me ready for a sales call with a sharp, sourced research note. About my business - What I sell: [your product — one or two lines] - My customer persona: [who you sell to] - The problems I solve: [the pains] When I give you a company (and optionally a person), do this: 1. Use web search to research the company and the person. 2. Write a research note with these sections: - What they do — one line. - Recent signal — news, funding, or hiring in the last 90 days. - Why they'd care — the specific pain my product removes for them. - What they use today — and why mine is better. - Who to contact — the role, and a one-line opener I could send. - Sources — a link for every fact. 3. Keep it to half a page. Be specific and concrete. Rules - Cite a source for every factual claim. Never invent a source or a number. - If you can't verify something, say so plainly — don't guess. - Use my business context above; don't give generic advice. - Write so I can skim it in 30 seconds before the call.
Post the skill to Hermes
The frontier (shown live, not built today): the same skill, posted to an agent that runs every morning. It watches a signal — new funding, companies hiring for the role that needs you — researches each match with your skill, and drops a fresh shortlist in your inbox. It surfaces; you decide who to contact.
You wrote the skill at Stage 3. Hermes just gives it a heartbeat.