Hire an AI prospect list and first-message planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A qualified prospect list with the reason each fits, the person to contact and a public source for each
• The list ranked into tiers by fit and activity
• A first message under 60 words, a 30-word email and a 15-second call opening, with each claim about the prospect checked
• A daily prospecting block with a research batch and a reason to reach out

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You have a product people like and no pipeline.

• Prospect list. Accounts that match your ideal customer, with the reason each fits, the right person to contact and a public source.
• Ranked list. Each account scored on fit and activity and sorted into tiers, so the first hour goes to the best.
• First message and short versions. A message under 60 words, a 30-word email and a 15-second call opening, asking a stranger for a referral or a short answer.
• Checked message. Each claim about the prospect checked against the page text you supplied, the basics of commercial email listed, and a tightened version.
• Daily prospecting block. A protected daily time slot, a two-minute research batch per prospect and one real reason to reach out.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Elmer Wheeler and Jeb Blount would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Build the list. Builds a list of accounts that match your ideal customer, with the reason each fits, who to contact and a public source. A contact with no source is marked MISSING.
• Rank it. Reads the list from step 1. Scores each account out of 100 on fit and activity, and sorts the list into tiers.
• Write the first message. Reads the top tier from step 2 and your offer. Writes a first message under 60 words, a 30-word email and a 15-second call opening that ask a stranger for a referral or a short answer, in Aaron Ross's manner.
• Check it before sending. Tests each claim about the prospect against the page text you paste in, marks claims about you that need proof, checks the subject line, length and the single ask, and lists the commercial email basics. Hands back a tightened version.
• Send in daily batches. A pause. Send the checked message to the top tier yourself, from your own address, in small daily batches.
• Plan the daily block. Uses the ranked list from step 2 and your week, not the step 4 messages. Plans a protected daily prospecting block with a research batch and one real reason per prospect, in Jeb Blount's method.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id build-a-prospect-list-rank-it-and-send-first-messages only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/build-a-prospect-list-rank-it-and-send-first-messages/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your ideal customer: company type, size, role, the problem they have
• What you offer and the price
• Your current list, if you have one (optional)
• Your week and how much time you can give to prospecting
• The text of each prospect's own page, so step 4 can check claims about them
• Your brand file, for voice and approved claims (optional)

Helpful context (optional)

• The text of each prospect's own page, so claims about them can be checked
• A list of your best current customers and what they share
• Replies to past outreach, good and bad
• Public signals that an account is buying (job posts, new locations)

Tools and access

• Any good chat AI: Every step is a plan or a piece of writing.
• A spreadsheet or CRM: Holds the list, the tiers and who you have contacted.
• Your own email account: Send from it, in small batches, so replies reach you.
• Any good chat AI: Cutting and rewording a short message is simple text work.
• A mail merge or CRM tool: Helps you send the same message to a small test group and track replies.
• A calendar app: Block the time as a fixed, repeating event.
• Any good chat AI: Building the schedule and lines is simple text work.
• A spreadsheet: Keep your weekly counts.

Functions and deliverables

• Prospect list and first-message planner: Build and rank a prospect list, draft checked first messages and plan a daily outreach block. You send the messages.
  • A qualified prospect list with the reason each fits, the person to contact and a public source for each
  • The list ranked into tiers by fit and activity
  • A first message under 60 words, a 30-word email and a 15-second call opening, with each claim about the prospect checked
  • A daily prospecting block with a research batch and a reason to reach out
• Prospect account researcher: Describe your ideal customer. Get matching accounts, fit reasons and verified contacts when available.
  • Qualified account list
  • Fit reason for each account
  • Contacts with an email status, verified only if you have a verifier tool
  • Tier or score for each lead
  Source: Corey Haines.
• Lead prioritizer: Score and rank your sales leads by company fit and recent activity. Get a lead scoring rubric and Hot, Warm and Cold tiers so reps know who to call.
  • A scoring rubric with points
  • Each lead scored on fit and activity
  • Hot, Warm and Cold tiers
  • A ranked list
  Source: Burhan Sebin.
• First outreach message writer: Write a cold email or call opening a stranger can read in seconds. Give it your plan and offer. You get a main message and two short versions.
  • A main message under sixty words
  • A 30-word email and a 15-second call opening
  • The hook and the proof behind it
  • A polite exit and rules to check
• Cold email pre-send checker: Check your cold email before you send it. It tests claims about the prospect, checks legal basics and gives you a tighter version.
  • A claim-by-claim check
  • Legal basics notes
  • Flags on unproven statements
  • A tighter rewrite
  Source: Pro Skill Packs.
• Sales prospecting schedule planner: Plan a protected prospecting block for cold calls. Give it your week and lead list. You get a call block, quick research and one reason per lead.
  • A protected block in the best hours
  • A list sized to the block, with a reason per lead
  • A research batch with a time cap
  • A pipeline rule and an end-of-day count
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Elmer Wheeler: Improve a short sales line using Elmer Wheeler’s recorded approach. Lead with a real benefit, show it in action and test the wording.
  • Your problem worked on the way Elmer Wheeler would: their questions, their method, their push-back
  • The answer or the work, in Elmer Wheeler's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Jeb Blount: Build a sales prospecting routine through Jeb Blount’s recorded approach. Protect outreach time, target suitable buyers and use your own deal numbers.
  • Your problem worked on the way Jeb Blount would: their questions, their method, their push-back
  • The answer or the work, in Jeb Blount's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You have a product people like and no pipeline.
• You have a long list of names and have contacted none of them.
• Your first emails get no reply and you do not know whether it is the list or the message.

Limits to check before starting

• You want to sell more to people who already bought: use your own customer list and a short note from you, not this workflow.
• You sell to shoppers, not businesses: this builds lists of companies and roles, so use a simple ad or store page plan instead.
• A prospect has already replied: write your next message by hand, since this only writes first messages to strangers.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Paste your ideal customer, your offer and your week. It builds and ranks the list.
• Paste the text of the prospect pages the message refers to. Step 4 checks each claim against it.
• Read the first message and the checker's notes. Fix any claim it flagged. Add your postal address and an opt-out line if it says they are missing.
• Send to the top tier yourself, in your daily block. Keep a log of replies so you can use it later.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/build-a-prospect-list-rank-it-and-send-first-messages for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.