Can the AI research the prospect for me?

Yes, if your AI can browse the web. Pick "Let my AI research them online first" and it looks at their website and recent news, then lists what it used under the message.

Does it write follow-ups too?

Pick "First message + 2 short follow-ups" and you get two follow-ups for when there's no reply. Each one adds something new instead of "just bumping this".

Will it make up a customer or a result?

No. It only uses the proof you give it or the true facts in your company profile. If there's no proof, it leaves it out.

Does it work with Microsoft 365 Copilot at work?

Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.

Copilot prompt for a cold sales email

Write a cold email to a new prospect that opens with their situation, keeps it under 90 words and ends with one easy question. Free, no signup needed.

Answer the starred questions
Copy the prompt
Paste it into Copilot

About you (optional)

Three quick answers make the result much better.

Your company

What you sell

Your role

Who are you writing to? *

Where do the details come from? *

Why them, and why now? *

A trigger: a new location, hiring, a post they wrote, a referral. Optional if your AI researches them.

What's the ask? *

Send it as *

How many messages? *

Format it for

Fill in the starred questions and your prompt appears here.

Paste it into Copilot.

✨ AI polish

Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.

How to use it in Copilot

Open Copilot (in Microsoft 365, Outlook or Teams), paste the prompt, then paste anything the prompt asks for right below it.

The prompt uses short, plain sections with capital-letter titles, which keeps it clear in Copilot's chat box.

With Microsoft 365 Copilot, choose "Let my AI look them up" and the prompt asks it to search your Outlook email, calendar and Teams chats.

Example: the finished prompt

For a sample company, Northside Supply. Yours uses your answers and your company profile.

Show the example prompt

ABOUT ME AND MY COMPANY:
My name: Sam Rivera
My role: Sales manager
My company: Northside Supply
What we do: Commercial shelving and racking, installed in 2–3 weeks
Who we sell to: Warehouses and distribution centers

TASK:
Write an email to Dana Lopez, operations manager at Harbor Foods, a prospect I haven't spoken to before. The goal is to ask for a short intro call (15–20 minutes).

DETAILS:
Why them, and why now: Opening a second warehouse in Reno this spring.
Proof I can mention: We installed racking for two other Reno distributors in under 3 weeks.

RULES:
- Tone: friendly and warm, but professional.
- Write like a real person in sales, not a marketer or a robot.
- No filler openers such as "I hope this email finds you well" or "I wanted to reach out".
- No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer".
- Short sentences. Plain words. Get to the point in the first line.
- My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning.
- Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up.
- We have never met or spoken. Don't pretend otherwise, and don't fake familiarity.
- Make it about them: open with their situation, not with us or our product.
- One sentence on what we do, tied to their situation. No feature lists.
- What to avoid: Don't mention price yet

OUTPUT:
- An email under 90 words.
- A subject line of 2–5 plain words. No clickbait, no questions, no emojis.
- Write the subject line in normal sentence case: a capital first letter and capitalized names and places.
- Start with their first name.
- End with one easy question they can answer in a few words.
- Give me only the message(s), ready to send. No explanations or alternatives.

Why this prompt works

Most cold emails get deleted because they're about the sender: a long intro, a feature list and a calendar link. This prompt gives your AI a reason to write to this person now, one honest proof point and a small ask, so the first draft reads like a person wrote it.

It opens with something specific about them, like a new location or a hire, never with your company or a fake compliment.
It keeps the email under 90 words and ends with a question they can answer in a few words.
It can research the prospect online first and tells you what it found, so you can check it before you send.

Questions

Can the AI research the prospect for me?: Yes, if your AI can browse the web. Pick "Let my AI research them online first" and it looks at their website and recent news, then lists what it used under the message.
Does it write follow-ups too?: Pick "First message + 2 short follow-ups" and you get two follow-ups for when there's no reply. Each one adds something new instead of "just bumping this".
Will it make up a customer or a result?: No. It only uses the proof you give it or the true facts in your company profile. If there's no proof, it leaves it out.
Does it work with Microsoft 365 Copilot at work?: Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.