Know who you're dealing with before you quote. This prompt researches a prospective bookkeeping client across six areas — business basics, online presence and reputation, tech stack signals, revenue and size, red flags, and bookkeeping-complexity indicators — then delivers an internal research brief plus a set of discovery-call questions tailored to that specific prospect. It even screens the lead against your own Ideal Client Profile if you have one.
Internal research only — no pricing, no proposal. Works best with web search enabled, and in any AI tool. Includes the prompt doc, sample output, and a bonus .md version formatted for Claude users. Built by a bookkeeper with Advanced QBO ProAdvisor certification and 20+ years of bookkeeping experience.
Prospect Researcher
- The full Prospect Researcher prompt (.docx) — copy and paste into ChatGPT, Claude, Gemini, or any AI assistant (works best with web search enabled)
- Bonus Claude Skill file (.md) for Claude users who want it installed as a skill
- Delivered as a single .zip download, available immediately after purchase
This is a research tool that vets a prospect across six areas and delivers an internal brief plus tailored discovery-call questions before you quote. Internal research only — no pricing, no proposal.
