Objective
For every deal in your pipeline, ensure you have 3+ active relationships. Find the champion, the economic buyer, and the technical evaluator. Use warm paths when they exist.
Outcome
Every active deal has a complete buyer group with multiple engaged contacts.
When
1:00 PM
Duration
30 min
Steps
5
Prompts
5
Find single-threaded deals
1 minSingle-threaded deals have a 30% lower win rate. The AI checks every deal's buyer group engagement and flags the gaps.
Prompt
Show me all my active deals where I'm only talking to one person. Which ones are most at risk?
Expected result
Deals with only 1-2 engaged contacts, ranked by deal value and stage.
Map the buying committee
3 minThe AI analyzes your email and calendar interactions to identify who's already involved, then fills in the standard buyer group roles you're missing.
Prompt
For [Company], discover the full buying committee. Check my email and calendar history for anyone I've interacted with, and find the people I'm missing.
Expected result
Complete buyer group map: champion, economic buyer, technical evaluator, coach, blocker. Highlighted gaps.
Find warm paths to new stakeholders
2 minA warm intro from a mutual connection opens doors that cold outreach can't. The AI checks your LinkedIn network and internal connections.
Prompt
For the people I need to reach at [Company], do I have any warm introduction paths? Check my network.
Expected result
Warm paths identified: mutual connections, shared meeting history, or internal referral options.
Request warm introductions
2 minThe AI drafts a request that's easy to say yes to — short, specific about why, and includes a forwardable blurb about you.
Prompt
Draft a warm introduction request to [Connector Name] asking them to introduce me to [Target Name] at [Company]. Keep it short and make it easy for them to forward.
Expected result
Two emails: one asking the connector for the intro, one that's ready to be forwarded to the target.
Cold-reach the gaps
3 minWhen warm paths don't exist, reference the relationship you already have at the company. "I've been working with [colleague] on [project]" is stronger than a cold open.
Prompt
For buyer group members I can't reach through warm intros, draft personalized emails referencing my existing relationship with their colleague.
Expected result
Personalized outreach emails for each missing stakeholder, referencing existing internal relationships.