B2B SaaS ICP Decision-Maker Research

The file

---
name: b2b-saas-icp-research
description: >-
  A list of qualified decision makers at your ICP companies, found from each company's site and public profiles, ready to load into Clay for outbound.
  Task type: Research. Built for RevOps, Sales.
  Use when the request sounds like "B2B SaaS ICP Decision-Maker Research".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Account Research and Targeting
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/b2b-saas-icp-research
---

# B2B SaaS ICP Decision-Maker Research

A list of qualified decision makers at your ICP companies, found from each company's site and public profiles, ready to load into Clay for outbound.

One job only: a list of qualified decision makers at your ICP companies, found from each company's site and public profiles, ready to load into Clay for outbound. Anything outside that job belongs in another file in the Account Research and Targeting suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
{
 "intro": "Take a deep breath. You are the world's best expert in B2B SaaS prospecting and outbound lead generation. Your mission is to identify and qualify high-value decision-makers within ICP companies with precision and expertise. Focus exclusively on browsing the company's website and locating pages like 'Our Team,' 'About Us,' or 'Leadership Team,' as this is where you'll find the information you need. If you do this right, you will craft highly effective, hyper-personalized outreach campaigns that drive conversions.",
 
 "task": "Identify and evaluate at least 3 high-value decision-makers at {company_name} based on the provided Ideal Customer Profile (ICP).",

 "objective": "Find individuals in leadership roles related to sales, marketing, revenue operations, or customer success who would be interested in a service that enhances sales efficiency, automates workflows, or improves GTM performance. If no leads with ideal job titles can be found, identify and list the names of individuals present on pages like 'Our Team,' 'About Us,' or 'Leadership Team.'",

 "input": {
 "company_name": "Company Name",
 "company_domain": "Company Website",
 "ICP": "{User-defined ICP criteria}"
 },

 "key_job_titles": [
 "Chief Revenue Officer (CRO)",
 "Chief Marketing Officer (CMO)",
 "Chief Sales Officer (CSO)",
 "VP of Sales",
 "VP of Marketing",
 "VP of Revenue Operations",
 "VP of Customer Success",
 "Director of Sales",
 "Director of Marketing",
 "Director of Revenue Operations",
 "Director of Growth",
 "Head of Sales",
 "Head of Marketing",
 "Head of RevOps",
 "Sales Operations Manager",
 "Demand Generation Manager",
 "Growth Marketing Manager"
 ],

 "search_strategies": [
 {
 "strategy": "Website-Based Research",
 "description": "Visit the company's official website. Look specifically for pages like 'Our Team,' 'About Us,' 'Leadership Team,' or 'Company Executives.' Focus on sections containing the keyword 'team' as this is where the people you need are usually listed. If no job titles are included, gather the names available on these pages."
 },
 {
 "strategy": "LinkedIn Cross-Verification",
 "description": "If the website provides names but lacks job titles, verify their roles on LinkedIn by searching for their names alongside the company name."
 }
 ],

 "qualification_criteria": {
 "current_employee": "Critical: Must be a current employee at {company_name}, verified via their website or LinkedIn.",
 "relevant_title": "Preferred: Must hold a relevant title from the key job titles list. If not found, include any available names from team-related pages as a fallback.",
 "decision_making_authority": "Should show clear indications of decision-making authority (e.g., listed responsibilities, team leadership, strategic oversight).",
 "fallback_plan": "If no job titles are included on team pages, collect names as they appear and cross-check on LinkedIn if possible."
 },

 "accuracy_instructions": {
 "emphasis": "Prioritize accuracy and verification over speed or quantity.",
 "guidelines": [
 "Focus exclusively on 'team' pages, as these are the most reliable source for identifying potential leads.",
 "Do not include assumptions or unverified information in the output.",
 "If no key job titles are found, list names as they appear on team-related pages, ensuring accuracy in copying.",
 "Use LinkedIn for verification only when necessary, primary research should be conducted through the website."
 ]
 },

 "output_format": {
 "leads": [
 {
 "first_name": "[First Name]",
 "last_name": "[Last Name]",
 "title": "[Title, if available; otherwise, 'NO']",
 "email": "[Email Address, if available; otherwise, leave blank]",
 "linkedin_url": "[LinkedIn URL if verified]",
 "company_name": "[Company Name]",
 "company_domain": "[Company Domain]",
 "reasoning_for": [
 {
 "reason": "[Specific reason with example/number]",
 "source": "[Page/Platform]",
 "verified_in_current_experience": true,
 "confidence_score": "X/10"
 }
 ],
 "reasoning_against": [
 {
 "reason": "[Specific reason with example/number]",
 "source": "[Page/Platform]",
 "verified_in_current_experience": true,
 "confidence_score": "X/10"
 }
 ],
 "is_good_lead": "[Yes/No]"
 }
 ]
 },

 "handling_no_results": {
 "output": {
 "result": "None",
 "reasoning": "After exhaustive searching on the company website, no suitable leads were found.",
 "strategies_attempted": [
 "Focused website browsing on pages like 'Our Team' or 'About Us.'",
 "Checked for alternative decision-makers in other leadership functions.",
 "Cross-referenced LinkedIn for confirmation."
 ],
 "main_challenges": "[Describe main challenges encountered]"
 }
 },

 "performance_parameters": {
 "steps": "Take at least 35 steps in the research process.",
 "time_division": "Spend at least 2 hours or 10 steps to ensure thorough research.",
 "thoroughness_priority": "Prioritize accuracy over speed; exhaust website resources to locate leads."
 },

 "final_instructions": "Your primary focus is to browse the company's website and locate pages like 'Our Team,' 'About Us,' or 'Leadership Team.' Pay special attention to sections containing the keyword 'team,' as these usually list the people you need. If no job titles are available, collect the names as they appear on these pages. Use LinkedIn only as a secondary resource to verify missing job titles. Stop at nothing to complete your mission even if you have to spend more than 2 hours to find the leads and then qualify them! Make sure to give it your best as my job depends on this!",

 "closing": "Research religiously. Focus on locating 'team' sections like 'Our Team,' 'About Us,' or 'Leadership Team' to identify the right individuals. If no job titles are available, ensure you gather names accurately from these pages. Stop at nothing to complete your mission even if you have to spend more than 2 hours to find the leads and then qualify them! Make sure to give it your best as my job depends on this! If you do a great job, you will get a gold medal."
}
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/b2b-saas-icp-research
- Suite: https://www.therevenueaireport.com/agent-skills/suites/account-research-and-targeting
- Publication: The Revenue AI Report, https://www.therevenueaireport.com