Prospect Research — AI workflow for Malaysian SMEs
Prospect Research turns company/name/domain into prospect brief with needs and angles. AI writes the first draft. You check it before it goes out.
Ready-to-use prompts for Prospect Research
Create prompt
Create prompt
Create a first-pass deliverable
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
I am handing you company/name/domain. Produce prospect brief with needs and angles from it. This is a prospect research job for B2B and B2C SMEs that need more qualified enquiries and faster follow-up. No padding. Tight sections, a single next action at the end, and a final version I can drop into the workflow as-is.
Replace “company/name/domain” with your real data.
Analyse prompt
Analyse prompt
Analyse the input and identify the highest-impact insights
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
I need analysis on prospect research. You get company/name/domain. Find the five findings worth acting on, rank them, and attach the likely business impact to each. Turn the result into prospect brief with needs and angles. The last section: three concrete steps to move meeting conversion rate.
Replace “company/name/domain” with your real data.
Optimise prompt
Optimise prompt
Improve an existing version for better business results
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
Improve my existing prospect research work. I will give you company/name/domain plus the current version and its results. Find the weak points. Cut wasted effort. Sharpen clarity and accuracy. Return an improved prospect brief with needs and angles. Show each fix as: current issue, recommended change, expected effect on meeting conversion rate.
Replace “company/name/domain” with your real data.
Automate prompt
Automate prompt
Turn the task into a repeatable AI-assisted workflow
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
The task: automate prospect research. The workflow fires on company/name/domain and must produce prospect brief with needs and angles. We use CRM, website forms, email, WhatsApp Business. Specify trigger conditions, required fields, the AI's exact job, decision rules, approval gates, fallback handling, data retention and how meeting conversion rate gets tracked. Simple beats clever here.
Replace “company/name/domain” and the listed systems with what you actually run.
New here? How the four prompts work together
They are one sequence, not four options. Run them in order on the same piece of work, feeding each answer into the next.
Create
Paste your real data. You get a first draft. Most people never need to go further than this.
Analyse
Paste that draft back in. It tells you what is weak, missing or wrong before a customer sees it.
Optimise
Paste the draft again with what Analyse found. You get a stronger version.
Automate
Only once the output has been good five times running. This is the one people reach for too early.
Nothing forces you through all four. A good Create draft that you edit yourself is a finished job. The longer version.
Specification
- You give it
- Company/name/domain
- You get back
- Prospect brief with needs and angles
- Moves
- Meeting conversion rate
- Run it
- Daily
- Priority
- P0
- Works with
- CRM, website forms, email, WhatsApp Business
- Tool guides
- WhatsApp Business
Is this for you?
- Pick it for
- B2B and B2C SMEs that need more qualified enquiries and faster follow-up. No setup needed. If you can copy and paste, you can run it.
- What you get
- Drafted in minutes, not built from scratch. It aims at growth. Watch one number: meeting conversion rate.
- Reach for it when
- Most SMEs run it daily. If you are doing it by hand more often, automate it first.
How to run it
- 01Collect the input: company/name/domain.
- 02Copy the Create prompt and paste it into ChatGPT, Claude or Gemini.
- 03Replace “company/name/domain” in the prompt with your real data, then run it.
- 04Read the output against what you already know and correct anything the model guessed at.
- 05Track meeting conversion rate. Only wire up the Automate prompt after five useful runs in a row.
The tools you will need
The prompts run in any chat assistant — ChatGPT, Claude or Gemini. These are what you need around them to get the input in and the output somewhere useful.
- website forms
- WhatsApp Business
Check the rules yourself
This workflow touches rules set by someone else. Check the current requirements yourself before you act on the output.
- JPDP
- Pasting customer or staff records into an AI tool is a transfer of personal data. Consent, notice, retention and cross-border rules still apply when the tool is not yours.
Links go to each authority’s own site. See all Malaysian authorities.
Data & privacy
This workflow involves prospect names, company details and contact information. Under the PDPA your business stays responsible for it, and pasting it into an AI tool may be a disclosure to a third party. Replace names and numbers with initials or references first — the prompt works just as well on “Customer A”.
Using customer data with AI tools in Malaysia covers what to check with any provider before you paste.
For this website, it works differently.
Nothing you type here is sent to us or to an AI model. The prompts are static content, and the copy button works directly inside your browser.
Related workflows
- Cold OutreachTurns prospect profile and offer into personalised outreach message.
- Discovery QuestionsTurns lead context into discovery call question set.
- Inbound Lead ResponseTurns website or social enquiry into fast contextual first response.
- Lead QualificationTurns new enquiry details into qualified leads and next action.
All sales & lead generation workflows: Sales & Lead Generation
Maintained by Naven Pillai
