Stage 01
Start with account context
Open an account or list, run your research motion, and identify the signals that actually matter before you look for people.
Good prospecting starts with a reason to engage, not a generic contact pull.
Resources / Account Planning & Prospecting
Best practices for using ChatAE for account planning and prospecting
A guide for teams using ChatAE to research accounts, map buying groups, select the right contacts, generate outbound messaging, and hand clean output into campaign execution.
01
Start with account context
Good prospecting starts with a reason to engage, not a generic contact pull.
02
Pull the right contacts
The goal is relevance. Select contacts because they connect to the account context.
03
Generate messaging after selection
Messaging quality improves when the account and contact logic are already doing the work.
04
Activate in the rest of your stack
Use ChatAE for context and strategy, then hand off polished output to execution systems.
01
Core motion
The operating order that should anchor the whole workflow.
02
Workflow videos
Recommended walkthroughs for one-account, batch, and handoff flows.
03
Best practices
Principles that keep planning and prospecting quality high.
04
Supporting features
Alerts and org charts that strengthen the core motion.
05
Credits
How to think about research spend versus message generation.
06
Team adoption
How to make the process repeatable across the team.
01 / Core Motion
The operating order that should anchor account planning and prospecting
Use ChatAE as a sequence, not a pile of features. Start with account context, move into stakeholder selection, generate messaging once the targets are right, then activate the work in the rest of your stack.
Stage 02
Pull the right contacts
Use the Contacts workflow to find the stakeholders tied to that signal instead of building a generic title list.
The goal is relevance. Select contacts because they connect to the account context.
Stage 03
Generate messaging after selection
Once the contacts are right, generate emails and variants that reflect the account context and stakeholder role.
Messaging quality improves when the account and contact logic are already doing the work.
Stage 04
Activate in the rest of your stack
Export or sync into your campaign tool once the account context, contacts, and message direction are already clean.
Use ChatAE for context and strategy, then hand off polished output to execution systems.
02 / Workflow Videos
Recommended flows for planning, contact selection, and activation
These walkthroughs show the operating model in action. Start with the one-account motion, then scale it to batches, then connect the final output to your campaign tooling.
Recommended Flow
Workflow 1
Run the full contact and email motion on one account
Best when you want to validate the process on a live account before scaling. This is the cleanest way to move from research to contacts to draft emails inside one workspace.
Use this when
Use this when you are working a strategic account, preparing for an active opportunity, or building the model motion your team should repeat.
Sequence
- 1.Review the account context and isolate the most useful signal or trigger.
- 2.Find the stakeholders tied to that signal from the Contacts view or in chat.
- 3.Select the contacts that matter and generate emails only after the list is tight.
- 4.Refine the drafts into the outreach style or artifact you need for the next move.
Why it works
- Cleaner personalization because the message is grounded in a real account signal.
- Less wasted enrichment and less noise from pulling too many contacts too early.
Scale Motion
Workflow 2
Work multiple accounts in parallel without losing context
Use the batch workflow once the single-account motion is working. This keeps the research pattern standardized while still giving you room to refine on the best accounts.
Use this when
Use this when you have a named list, territory list, or campaign segment and want to process many accounts with the same repeatable logic.
Sequence
- 1.Start with a repeatable set of global triggers or research inputs across the list.
- 2.Use the same contact-finding logic account by account so output quality stays consistent.
- 3.Promote the best accounts into deeper work instead of deep-diving every account equally.
- 4.Generate emails only for the contacts and accounts that have earned the next step.
Why it works
- A consistent operating model for reps, SDRs, and managers.
- Better credit discipline because you scale only what proves useful.
Activation
Workflow 3
Connect ChatAE email generation to your campaign tool
This is the handoff pattern once the account context and contact list are already correct. It keeps ChatAE focused on quality and your campaign system focused on distribution.
Use this when
Use this when you want to operationalize output for sequencing, nurture, or outbound execution in another system.
Sequence
- 1.Finalize which contacts should move forward and confirm the messaging direction inside ChatAE.
- 2.Generate the email outputs with the account context already attached.
- 3.Push or export into your campaign tool for sequencing, measurement, and follow-up.
- 4.Keep ChatAE as the source for context and strategy, not just copy generation.
Why it works
- Stronger separation between message quality and campaign execution.
- Faster handoff to the rest of the outbound stack once the research is done.
03 / Best Practices
Principles that keep account planning and prospecting sharp
The strongest teams turn good product usage into a repeatable operating model. These principles help keep the workflow clean as usage scales.
Start broad, then narrow
Begin with a core research motion you can reuse across accounts. Add custom depth only after the baseline pattern is producing signal.
Pick contacts from the signal
Choose contacts based on the problem, initiative, or trigger you surfaced. Avoid building generic role lists before you know why they matter.
Generate messaging last
Good emails are a byproduct of correct account context plus correct stakeholders, not the first step in the workflow.
Scale only what is repeatable
Run the one-account motion until it is clean, then expand it to named lists or broader account sets using the same operating model.
Use chat to sharpen, not restart
Ask ChatAE what is most relevant, why a trigger matters, or who to target next. Use chat to deepen the workflow, not replace it.
Hand off after the work is clean
Push to a campaign tool only once the research, contacts, and messaging direction are correct. That avoids downstream cleanup.
Prompt Patterns
Prompts that move the workflow forward
Use prompts to sharpen the next decision in the workflow: which signal matters, which stakeholders matter, and how the message should reflect the account context.
“Which of these triggers is most relevant for how we can help?”
“Look up the engineering leadership and pull the most relevant stakeholders.”
“Tell me more about this trigger and why it matters for this account.”
“Build me a prep doc for my upcoming call with this stakeholder.”
“Write me emails for these contacts based on the account context.”
“Turn this into campaign-ready email copy for my outbound tool.”
04 / Supporting Features
Two features that make planning and prospecting stronger
Alerts keep account context fresh between active cycles. Org charts help you understand the buying group before you broaden outreach.
Use Alerts to stay in front of change
Alerts are strongest when they keep account context fresh between active cycles. They help teams return to the right accounts at the right moment.
Best for
Monitoring named accounts, catching new events, and surfacing reasons to re-engage without re-researching everything manually.
Set alerts on the accounts you are already prioritizing instead of tracking everything equally.
Use alert activity to decide when to reopen contact discovery or refresh messaging.
Use Org Charts to map buying groups faster
Org Charts help turn scattered contact discovery into a more deliberate stakeholder map so account plans and outreach are aimed at the right group.
Best for
Understanding reporting structure, finding adjacent influencers, and planning multi-threaded outreach.
Map the likely decision-maker, technical evaluator, and internal champion before drafting broad outreach.
Use the org view to fill stakeholder gaps instead of over-enriching titles that may not matter.
05 / Insight Credits
Treat credits as research spend, not message spend
A simple rule keeps this clear: research actions consume insight credits, while messaging and artifact generation use the context you already created.
Core rule
Research spends credits. Messaging uses what you already found.
That is why the sequence matters. Use research to create context, then reuse that context for messaging, prep docs, and other artifacts.
Messaging does not consume insight credits
Generating emails, prep docs, account plans, and other artifacts uses the context you already gathered. The research step is what drives credit usage.
Account-level research scales by unique companies
If you run 10 account-level triggers across 25 accounts, the core math is usually 250 credits because the research is tied to the company count.
Person-level research adds another layer
If you add person-level actions on top of account research, total usage rises based on how many people you are enriching or researching.
Lists get cheaper when many leads share an account
A lead list with multiple people from the same company often uses fewer account-level credits than a lead list made up of one person per company.
Example math
Three quick scenarios teams can reference fast
Example
25 accounts x 10 account-level triggers
Plan for roughly 250 credits because the research is tied to 25 unique companies.
Example
250 leads with 1 person per company
Account-level research behaves like 250 companies, so credits rise faster than tightly clustered account lists.
Example
250 leads across 50 companies
Shared account context keeps account-level usage lower, and only person-level actions scale with total people.
06 / Team Adoption
How teams make the guide stick
The value compounds when the workflow becomes a shared operating standard instead of a collection of one-off prompting habits.
Run a few full cycles before judging the system
The pattern becomes much clearer after you move from research to contacts to messaging a few times in a row on real accounts.
Standardize the motion your team actually wants
Use these flows as the default operating model so managers can coach against a shared process instead of one-off prompting habits.
Use support to tighten the workflow
When something feels clunky, refine the motion rather than working around it. The fastest teams make the process explicit and improve it together.
Baseline standard
The goal is a repeatable account planning and prospecting motion that managers can coach, reps can reuse, and teams can scale without every workflow turning into isolated prompting.