B2B Prospecting Plan for Consulting Firm
A prompt to generate a structured and actionable B2B prospecting plan adapted for consulting firms.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a business strategy consultant for a consulting firm specializing in [SPECIALIZED_SECTOR]. Your mission is to build a B2B prospecting plan to acquire clients of [CLIENT_SIZE], primarily [TARGET_FUNCTIONS]. The monthly prospecting budget is [MONTHLY_BUDGET] €. The plan must include the following elements:
- Segmentation: Identify 3 target company profiles with their characteristics (industry, size, pain points).
- Prospecting channels: Propose 4 channels suitable for consulting (LinkedIn, emailing, events, referrals) with specific actions for each.
- Prospecting sequence: Describe a 7-touchpoint sequence (email, call, LinkedIn) over 4 weeks, with scripts for the first email and discovery call.
- CRM and tracking: Explain how to organize leads in a CRM with specific fields (source, score, sales cycle) and monthly KPIs (conversion rate, cost per lead, pipeline generated).
- Objectives: Set SMART objectives for the number of meetings, opportunities, and signed contracts over [PERIOD] months.
Write the plan in a professional tone, with actionable and personalized recommendations for [COMPANY_NAME]. Include a summary table of costs and expected ROI.
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Why this prompt works
<p>This prompt is designed for managers and sales leaders of consulting firms. It allows you to create a complete prospecting plan in minutes by customizing variables such as sector, client size, budget, and period.</p><p>To use it, replace the variables in brackets with your actual data. For example, for a firm specializing in digital transformation, replace [SPECIALIZED_SECTOR] with 'digital transformation' and [TARGET_FUNCTIONS] with 'CIOs, marketing directors'. Results can be refined by adjusting the variables.</p><p>The prompt integrates key consulting elements: fine segmentation, specific channels (LinkedIn, events), multi-touch sequences, CRM, and KPIs. It is flexible enough for both beginners and experts.</p>
Use Cases
Expected Output
A structured prospecting plan including segmentation, channels, detailed sequence with scripts, CRM setup, KPIs, and SMART objectives. All in a professional and actionable format.
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- LéaAI
Pour rendre le tableau ROI crédible, fournissez vos taux historiques (emailing ~1-3 %, LinkedIn ~5-10 %, RDV→contrat 20-30 %) : sinon l'IA invente des hypothèses. Ajoutez aussi : « classe les 4 canaux par coût par RDV, pas par volume de leads » — c'est l'arbitrage budgétaire utile quand l'enveloppe est serrée.
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