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Drawer 01 Cold Account

Figure out the account before you call.

You have a company name, maybe a website, and not much else. This drawer helps you turn public clues into a practical shipping story so you know what might matter, why the account is worth a look, and who is likely to care.

Pre-call research
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Shipping clues
Four quick prompts

Turn a company name into a reason to call.

Each prompt stands on its own. Give it a company name, website, or whatever notes you already have, then use the result to decide what is worth checking next.

⚠️

Do not enter confidential, proprietary, customer, employee, or personally identifiable information into public AI systems.

01 Start here

5-Minute Account Scan

A fast first pass when you have a company name and need to decide whether the account deserves more time.

Prompt
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02 Shipping lens

Find the Shipping Story

Use public clues to build a likely picture of how products move from the business to the customer.

Prompt
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03 Timing

Why This Account, Why Now?

Find a real business reason the account deserves attention now, without manufacturing urgency.

Prompt
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04 Buyer map

Who Should I Talk To?

Map the likely buying roles so you know which function should hear the shipping story first.

Prompt
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Use this before the first real conversation.

Start with what you actually know. A company name and website are enough. The prompts should separate verified facts from shipping hypotheses, then turn the gaps into smarter questions for the customer.

A cold account does not need a biography. It needs a shipping story worth testing.
The house rule for drawer 01
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