learn-ai-sales-with-phoebe / Rep session 2 of 10
Learn AI Sales with Phoebe · Rep track · Session 2 of 10

Research and prospecting

In b1 you watched one email climb to 19.2% while the whole eight-prospect sequence stalled at 10.1%. Nothing in that gap was a writing problem. Three rows were capped before a single word was drafted, and no sentence you will ever write can lift them. Tonight is stage 1 of the deal loop, Target, and it is the session that decides whether b3 has anything worth sending. You will build an ICP that excludes real people by name, run four exclusion tests that take a raw list of 240 companies down to an honest 8, and hunt dated triggers on a six-minute clock per account. Reply rate is a targeting metric wearing a copywriting costume. This is where you pay for it.

🟢 Rep track AEs · SDRs · founders who sell Bring your current list 45 min
0-3 · Welcome 3-15 · ICP and triggers 15-40 · Build-along: the eight-account list 40-45 · Q&A
Part 0

Where we are

You are an AE at Cadence, carrying eight named accounts into a new quarter. b1 gave you the frame: the deal loop (Target, Reach, Discover, Advance, Record), the trust line (the read, the promise, the price stay human), and the five levers of an email that earns a reply. Tonight sits one stage upstream of all of it. Nobody wants this session. Everyone wants b3, where you get to write. But the b1 simulator already showed you the ceiling: Jonas Weber capped at 1.8%, Anna Kovac at 1.2%, Marcus Hale at 0.0%, at every rung of the ladder, forever. Those are Target failures, and Reach cannot repair a Target failure.

Live - presented in session Self-study - read after class Official sources covered
★ What you walk out with today A written ICP with four exclusion tests you can apply to a row in under a minute, one dated public trigger for each of your eight accounts with a source link beside it, a one-screen account brief format, and at least two rows killed with the reason written down. The list you leave with is the list b3 writes to and b10 scores you on.
Part 1 · stage 1 of the deal loop

An ICP that excludes people 6 min live

Most ICP documents are a description of everyone the company would happily take money from. That is not an ICP, that is a wish. A useful ICP is defined entirely by who you say no to, and you can test it in one move: read it out and see whether it excludes any account currently sitting in your pipeline. If it excludes nobody, it is doing nothing. Four exclusion tests do the work, and they run in this order because each one is cheaper than the one after it.

RAW LIST FROM THE TOOL 240 companies, ranked by a model PASSED TEST 1 144 companies left PASSED TEST 2 88 companies left PASSED TEST 3 41 companies left SENDABLE LIST 8 accounts TEST 1 · Below the price floor cannot buy at your entry price · 96 out TEST 2 · No owner of the pain nobody there feels it daily · 56 out TEST 3 · No trigger in 12 months nothing dated to open with · 47 out TEST 4 · No path to a decision nobody can say yes this year · 33 out Every test is a no you say out loud. A list you never say no to is a directory, not a list. The honest number is small. Eight accounts you can name beats 240 you cannot. Run them in this order. Each test is cheaper to apply than the one below it.
🔍 Click to zoom - four exclusion tests, from a raw list of 240 to a sendable 8
LiveThe four tests, and what each one actually asks4 min▶

Each test is a question with a yes or no answer. If you find yourself writing a paragraph to justify a row, the row has already failed.

TestThe questionWhere the answer comes from
1 · Price floorCan this company buy at your entry price without a special deal?Headcount, sites, revenue band. One field, one glance
2 · Owner of the painIs there a named person whose week is worse because of this problem?Their org page, LinkedIn titles, job postings
3 · Trigger in 12 monthsDid something dated and public happen that makes now different?Part 2 · the six-minute hunt
4 · Path to a decisionCould someone say yes this year, or is this a two-budget-cycle build?Funding, hiring, procurement signals, prior deals

Notice what is not on the list: industry, geography, tech stack, and "shows intent". Those are filters, and filters make a list bigger by making you feel informed. Exclusion tests make a list smaller, which is the only direction that helps you.

Real world

The cheapest list to build is now the most expensive to send. Platform-average B2B cold-email reply rates sit around 3.4%, down from roughly 5.1% two years earlier, while top-quartile senders still land 15-25%. Volume went up and the average went down. The teams in the top quartile are not writing four times better than everyone else. They are sending to a quarter as many people.

Self-studyThe ICP floor is a business decision, not your opinion3 min read▶

Reps hate test 1 because it feels like turning away money. It is the opposite. An account under your price floor costs you the same six minutes of research, the same email, the same follow-up cadence, and produces either a no or a deal that loses money in support. Worse, it costs you sending reputation on a domain you need for the accounts that can actually buy.

  • Anna Kovac, Ops Lead at Bright Harbour, 12 staff. She is a genuinely good fit for the product and a genuinely bad fit for the price. Her row in the b1 simulator is capped at 1.2% with every lever on, and a perfect email to her is still a no.
  • Write the floor down as a number. Not "SMB is hard", a number: minimum sites, minimum ops headcount, minimum spend. If you cannot get that number from your own leadership, that is the escalation, not the workaround.
  • Keep the under-floor rows somewhere. Kill them from this quarter's list, not from the world. Bright Harbour at 12 staff is a different company at 40.
Part 2 · the only per-prospect work worth doing

Trigger hunting in six minutes 7 min live

A trigger is a dated, public thing that happened at their company. Not an inference, not intent data, not a hunch. Timeline-based hooks outperform problem-based hooks by roughly 2.3x in reply rate, which is the entire reason this is the one piece of per-prospect homework worth paying for. Pain and proof you write once per segment and reuse for a quarter. The trigger you earn one account at a time, on a clock, from seven sources that actually carry dates.

NORTHWIND 3PL · Singapore 6 minutes on the clock News page · dated announcements Job postings · what they staff up LinkedIn posts · exec and company Earnings calls · pain said aloud Leases and permits · new sites Product launches · new promises Exec hires · a new person to please DATED SHORTLIST Jurong DC lease signed five weeks ago Three warehouse-ops reqs still open Both public, both dated, both linked You pick one. You write the first line. NO TRIGGER IN SIX MINUTES Stop looking. Do not invent one. Route the account to nurture. Recheck next quarter, not tonight. Six minutes per account, timed. The clock is the discipline, not the depth of the research. A trigger with no date is not a trigger. Source link beside it, or it did not happen. Finding nothing is a result. Nurture is the honest answer, and it costs you no reputation.
🔍 Click to zoom - seven trigger sources, a six-minute clock, and the exit to nurture
LiveLet AI find. Never let it write here.5 min▶

This is the cleanest split in the whole track, and b3 depends on you getting it right tonight. Finding dated facts across seven sources is exactly what a model is good at: it is fast, tireless, and the output is checkable because every claim carries a link. Writing the first line of a cold email is exactly what it is bad at, because the value of that sentence is that a person read something.

Prompt that works - a finding prompt, output is a table
Company: Northwind Logistics, 3PL, Singapore, roughly 900 staff.

Find every dated, public event at this company in the last 12 months:
facility leases & openings, exec hires, job postings, funding, earnings
remarks, product launches, regulatory or permit filings.

Return a table only. Columns:
  date (YYYY-MM-DD) | what happened, one sentence | source URL |
  which of these three pains it plausibly creates
    (1) decisions lost between meetings during a ramp
    (2) new sites out of sync with HQ
    (3) new managers with no shared operating record

Rules: no event without a date and a working link. If you cannot find
the source, leave the row out. Say "nothing found" if that is true.
Do not write an email. Do not suggest subject lines.
Prompt that quietly wastes your six minutes
Research Northwind Logistics and write me a personalised outreach
email to their VP of Operations. Make it relevant to what they are
going through right now.

The bad prompt collapses finding and writing into one step, so you never see the evidence. The model produces a confident opening line about a "rapid expansion phase" that no source supports, you send it, and Mira Chen reads a sentence about her company that is not quite true. That is a trust-line breach in the first ten words, and it is unrecoverable.

Self-studyWhich sources carry dates, and which just feel like research3 min read▶

Ranked by how often six minutes there produces something you can open an email with:

  • Leases, permits and facility openings - the strongest of all, because they are dated, public, expensive, and imply a deadline. Northwind's Jurong DC lease five weeks ago is this category.
  • Job postings - three open warehouse-ops reqs is a sentence about what they are trying to build and what is currently short-staffed. Free, dated, and nobody else in your patch reads them.
  • Earnings-call remarks - rare but decisive, because the pain is in the buyer's own words. Sarah Lim, COO of Kestrel Retail, said on a Q2 earnings call that cross-site decisions were taking too long. You will never write that sentence better than she did.
  • Exec hires - a new person with something to prove in their first 90 days is the most reachable buyer in B2B.
  • Product launches and company news - dated, but often marketing about marketing. Useful, thinner.
  • LinkedIn posts - good for voice and for the pain vocabulary, weaker as a trigger, because a post is not a commitment.
  • Intent data and "visited your pricing page" - not on the diagram on purpose. It is a signal about you, not a dated event at them, and it cannot open an email without sounding like surveillance.
Part 3 · what you keep

The account brief, and the rows you kill cards · read in any order

Research that does not fit on one screen will not be read before a call, including by you. Everything below is about compression: what earns a place in the brief, how fast the data underneath it rots, who else you need before you need them, and the two rows on your own list that are already capped.

LiveThe one-screen account brief4 min▶

One screen. If it scrolls, it is a research document, not a brief. Six fields, in this order:

FieldWhat goes inNorthwind example
The triggerOne dated event, with the date and the linkJurong DC lease signed five weeks ago
The pain guessWhich segment pain the trigger plausibly createsDecisions lost between meetings during a ramp
The seatThe person who owns that pain, and why you think soMira Chen, VP Ops, owns the ramp
Second and thirdTwo more names and what they will each care aboutPriya Raman (CFO), Jonas Weber (IT manager)
The proofOne comparable customer, one number, one periodPacific Freight, Tuas ramp
The askThe one question you want answered in a replyIs this already a problem in the ramp, or not yet?

What never goes in: the company boilerplate paragraph, the funding history nobody asked about, a competitor teardown, a list of everything the AI found, and any sentence you would not say out loud to Mira. If a fact is in the brief, you must be willing to be quoted on it.

Real world

Your proof point for this segment is already written. Pacific Freight, where Daniel Ortiz runs supply chain, took action items closed within a week from 41% to 88% in one quarter on the Tuas ramp. One customer, one number, one period. That single line does the work of a case-study PDF, and unlike the PDF it survives being read on a phone in a warehouse corridor.

LiveEnrichment data and how fast it rots3 min▶

Enrichment vendors sell you a field and let you assume a date. Every field in a prospecting tool has a half-life, and the ones that decay fastest are the ones your email leans on hardest.

  • Job title - decays fastest of all. People move, get promoted, or absorb a second remit. An email addressed to a title someone left eight months ago is a tell all by itself.
  • Headcount and site count - the numbers your price-floor test depends on, and usually the stalest thing in the record. Check it against their own careers page before you kill or keep a row.
  • Email address - pattern-guessed more often than verified. A bounce costs you domain reputation, which is a shared asset across your whole team.
  • Tech stack and "intent" - inferred, not observed. Treat as a hint, never as a fact you state back to the buyer.

The working rule: AI-enriched fields decide which rows you look at. A human-verified fact decides what you write. Anything that appears in the actual email must have been read by you, on a page, with a date on it.

LiveMultithreading before you need it3 min▶

Single-threaded deals die when one person changes jobs, changes priorities, or goes quiet. The time to find your second and third contact is now, while it costs you two minutes and no political capital, not in month three when asking for an introduction signals that the deal is in trouble.

  • Mira Chen, VP Ops - the seat that owns the pain. She cares whether the ramp lands on time.
  • Priya Raman, CFO - cares what it costs and what it replaces. She will never be your champion, and she can end the deal in one sentence. Know her before b7.
  • Jonas Weber, IT manager - cares about integration, access and recording policy. He is not the buyer, and he can absolutely be the blocker.

Put all three in the brief now with one line each on what they care about. You are not emailing two and three tonight. You are making sure that when Mira forwards your email, you already know who receives it and why they might object.

LiveThe wrong seat and the under-ICP row, named4 min▶

In b1 you found three capped rows in the simulator without being told which they were. Here they are by name, and here is the honest handling of each. These are not simulator artefacts. They are the three most common ways a real week of sending goes nowhere.

  • Jonas Weber, IT manager at Northwind (capped at 1.8%) - the wrong seat. Right company, right trigger, wrong human. He does not feel the pain and he does not hold the budget. Best case he forwards your email, worst case he answers it with a security question and you have opened your account through the objection door. He belongs in the brief as contact three, not as the person you cold email first.
  • Anna Kovac, Ops Lead at Bright Harbour, 12 staff (capped at 1.2%) - under the ICP floor. Good fit, wrong size. A 5/5 email to her is still a no, and it spends sending reputation you need for accounts that can buy.
  • Marcus Hale, VP Ops at Continental Cold Chain (capped at 0.0%) - prior opt-out. This one is not a targeting judgment call, it is a rail. Permanent suppression, forever, regardless of how good the trigger is. b3 and leader session a5 cover the regimes properly.

The discipline is to kill these rows in writing, with the reason. Not to leave them in with a low score. A row you keep because deleting it feels like giving up will get sent to on a Friday when the number is short.

Self-studyKeep your own trigger library3 min read▶

Six minutes an account, eight accounts a week, is roughly forty hours of trigger hunting a year. Almost nobody keeps any of it, so every quarter starts from zero. A trigger library is one file with four columns: date, account, the event, the source link, plus a fifth column you fill in later: did it get a reply.

  • It teaches you your own patterns. After a quarter you will know that lease filings out-reply exec hires in your patch, or the reverse, and that is worth more than any published benchmark because it is your market.
  • It makes nurture real. The accounts you routed to nurture tonight get rechecked next quarter against a list you can actually search.
  • It survives you. When you hand the patch over, the library is the handover. b8 makes the same argument about the CRM.

Benchmarks are directional. Vendor samples skew to the vendor's own users, so treat published numbers as the shape of the curve and let your own library tell you where you sit on it.

Build-along

Build the eight-account list, live ★ 25 min · everyone builds

Open your own list beside this page. Six minutes per account, timed out loud, and every account leaves this session in one of exactly two states: a dated trigger with a source link, or routed to nurture. There is no third state, and "looks promising" is not a state.

Write your four exclusion tests as four yes-or-no questions. Read them out. If none of them excludes an account currently in your pipeline, rewrite them harder.

Run tests 1, 2 and 4 across your whole raw list first. They are fast and they are free. Count what is left before you look at a single trigger.

Pick your top eight by gut. Set a timer for six minutes on account one and run the finding prompt from Part 2 across the seven sources.

Found something dated with a link? Write the date and the URL into the brief. Found nothing when the timer goes? Route to nurture, note today's date, move on.

Fill the six-field brief for each surviving account: trigger, pain guess, seat, second and third contact, proof, ask. One screen each.

Now kill at least two rows out loud, with the reason written next to each: wrong seat, under the floor, no trigger, no path to a decision, or suppression.

Count what you have left. If it is fewer than eight, that is the honest number and it is a better week than 240 was. Bring it to b3 and write to it.

Why the timer matters more than the tool Trigger hunting has no natural stopping point, which is exactly why it eats afternoons and produces nothing sendable. Six minutes is long enough to check seven sources with AI doing the reading, and short enough that "I found nothing" arrives as information rather than as failure. b3's simulator will show you what a trigger is worth the moment you have one.
Homework

Try it yourself - this week ◐ 60 min total

Source material

Official sources covered

This session teaches the targeting half of the published cold-outreach evidence: what actually lifts reply rate before a word is written, and the hook types that carry it. Benchmarks are directional, since vendor samples skew to their own users. This page covers:

✓Timeline-based hooks outperform problem-based hooks by roughly 2.3xPart 2 · the whole argument for the six-minute clock
✓Cold-email benchmarks 2025-2026 - average reply about 3.4%, down from about 5.1%, top quartile 15-25%Part 1 · why a smaller list beats a bigger one
✓The three capped rows - wrong seat, under-ICP floor, prior opt-outPart 3 · named and handled · established in the b1 simulator
◐Personalisation depth versus merge-field decorationPart 2 · depth is the reading, not the field · full treatment in b3
◐Gartner 2026 - five hours saved per seller, 72% of organisations reinvest none of itBuild-along and homework · where the saved reading time goes
◐Permanent suppression as a rail - PDPA, CAN-SPAM, CASL, GDPRPart 3 · Marcus Hale's row · full rails in b3 and leader session a5
Check yourself

Three questions before you go 🎯 ◐ 90 seconds

1 · You started with 240 companies from the tool and finished with 8. What makes the 8 the better list?

An ICP is defined by who you say no to. The value is not the eight rows, it is the 232 rejections you can justify - price floor, no owner of the pain, no dated trigger, no path to a decision. A list you never say no to is a directory, and it is the reason platform-average reply rates fell while everyone reported more activity.

2 · Six minutes are up on an account and you have found no dated, public trigger. What is the correct move?

Timeline hooks beat problem hooks by roughly 2.3x, so swapping in a problem hook is choosing the weaker email and pretending you did the work. The twenty extra minutes have no stopping point and produce the afternoons that vanish. Finding nothing is information about the account, not a failure of effort.

3 · Jonas Weber is the IT manager at Northwind. Anna Kovac runs a 12-person ops team. Why do both rows stay capped no matter how well you write?

Target is upstream of Reach. Jonas does not own the pain or the budget, and Bright Harbour cannot buy at your entry price, so a 5/5 email to either is still a no while costing you the same six minutes and the same domain reputation. The third capped row, Marcus Hale, is different again: a prior opt-out is a rail, not a judgment call.

Rep session 2 cheat sheet · pin this

The test of an ICPRead it out. If it excludes nobody currently in your pipeline, it is a wish, not an ICP. Filters grow a list; exclusion tests shrink it.
The four exclusion testsBelow the price floor · no owner of the pain · no trigger in 12 months · no path to a decision. Run them in that order, cheapest first.
The funnel240 raw → 144 → 88 → 41 → 8 sendable. The small honest number is the deliverable, not the embarrassment.
Why triggers payTimeline hooks beat problem hooks by roughly 2.3x. Pain and proof are per-segment work; the trigger is the only per-prospect cost worth paying.
The seven sourcesNews · job postings · LinkedIn · earnings remarks · leases and permits · product launches · exec hires. Dated and linked, or it is not a trigger.
The six-minute clockTwo states only: dated trigger with a link, or routed to nurture. No third state. AI finds, you write, and nothing gets invented.
The one-screen briefTrigger · pain guess · seat · second and third contact · proof · ask. If it scrolls it will not be read, including by you.
The rows you killJonas Weber wrong seat · Anna Kovac under the floor · Marcus Hale suppressed forever. Kill in writing, with the reason, or Friday will send to them.