Prospecting playbooks
These guided examples are starting points. Adapt purpose, region, sources, channel, and review policy before using them with real people.
A useful playbook does more than produce text. It makes the task falsifiable, shows why a prospect fits, names uncertainty, and tells the operator exactly where external action must stop for review.
Prompt: Find ten B2B companies in the selected geography that match these criteria and show two recent public signals. Exclude agencies and existing customers. Identify a likely operations leader, label uncertain identity, and draft a short agent-prepared draft. Do not send.
Review: Validate account fit, source dates, role, exclusions, and whether the signal is appropriate to mention.
Prompt: Research approved target accounts, identify relevant roles, and prepare one evidence-backed reason to contact each person. Check suppression and flag missing context. Draft a outreach draft and one follow-up, but require approval before every external action.
Review: Confirm relevance, tone, platform policy, pacing, opt-out, and ownership of replies.
Prompt: Use only this client’s ICP, sources, credentials, suppression list, and approved channels. Produce a review queue with provenance and uncertainty. Do not export or send until the named client approver accepts each record and message.
Review: Check authorization, regional rules, separation, retention, and reporting definitions.
The bars explain sequence, not performance or completion statistics. A team can stop, revise, or reject at every stage.
npx -y @okki-global/okki-go-taroball