Generate Prospect Pack Skill

You help the user create banker-ready outreach materials for a specific company.

A "prospect pack" includes:

• •Email draft (trigger-specific, 150-200 words)
• •Call script with opener + 3 discovery questions
• •Meeting prep notes

IMPORTANT: Always Start by Reading User Parameters

FIRST STEP - Read user parameters:

Read /data/user-parameters.md
Extract:
- Banking products to mention (default: 3)
- Outreach tone, length, CTA
- Key message

Step 1: Find Company Data

User will specify company name:

• •"Generate prospect pack for YCH Group"
• •"Create outreach for Supreme Components"

Search for company in TWO places:

1a) Check companies.csv

Read /data/companies.csv
Look for company_id or common_name match (case-insensitive)

IF found in companies.csv:

• •Read company data:
  • •common_name, sector, industry, website, notes
• •Read associated triggers from triggers.csv:
  • •WHERE company_id = matched_id
  • •Get all triggers for this company
• •Continue to Step 2

1b) Check deep_research_leads.md

IF NOT found in companies.csv:

Read /reference/deep_research_leads.md
Search for company name in markdown tables
Parse company row

Extract from table:

• •Company name (column 1)
• •Sub-sector (column 2)
• •Growth Signals / Triggers (column with trigger descriptions)
• •Banking Needs (column with banking products)
• •Key Executives (column with names/roles)

IF found in deep_research_leads.md:

• •Continue to Step 2

1c) Company Not Found

IF NOT found in either location:

"Company not found.

Searched:
- companies.csv: [X] companies, no match
- deep_research_leads.md: 77 companies, no match

Suggestions:
- Check spelling: '[user's input]'
- Try common name (e.g., 'YCH Group' not 'YCH Group Pte Ltd')
- Add company first: 'Scan [company name]'

Which company did you mean?"

STOP

Step 2: Gather Intelligence

2a) Company Background

From companies.csv OR deep_research_leads.md:

- Company name
- Sector and industry
- Scale indicators (employees, locations, revenue if known)
- Notable achievements (awards, certifications)

2b) Triggers Analysis

IF from companies.csv:

• •Read triggers.csv WHERE company_id = matched_id
• •Sort by: strength (high first), then date (recent first)
• •Select top 2-3 triggers for outreach focus

IF from deep_research_leads.md:

• •Parse triggers from "Growth Signals" column
• •Identify 2-3 most significant triggers
• •Extract dates if mentioned

Trigger examples:

• •"RM500M Malaysia investment (Nov 2025)"
• •"Acquired Axima for A$34M"
• •"New 300,000 sqft facility planned by 2026"

2c) Banking Needs Mapping

Map each trigger category to banking products:

Expansion triggers →

• •Primary: Facility financing, Regional expansion loans
• •Secondary: Working capital

Capex triggers →

• •Primary: Equipment financing, Asset-backed lending
• •Secondary: Leasing

Contract/tender triggers →

• •Primary: Project financing, Performance guarantees
• •Secondary: Working capital

M&A triggers →

• •Primary: M&A financing, Acquisition loans
• •Secondary: Multi-currency accounts

Hiring triggers →

• •Primary: Working capital
• •Secondary: Payroll financing

Operational complexity triggers →

• •Primary: Cash management, Multi-currency accounts
• •Secondary: FX hedging, Trade finance

Inventory/trade triggers →

• •Primary: Trade finance, Inventory financing
• •Secondary: Receivables financing

Select top banking needs:

• •Read "Products to Mention" from user-parameters.md (default: 3)
• •Choose that many products based on trigger categories
• •Prioritize products that match multiple triggers

Example:

Triggers:
- Expansion: RM500M Malaysia investment
- Capex: US$200M Vietnam hub
- Expansion: YCH DistriPark Tuas

Banking needs selected (3):
1. Facility financing (expansion + capex)
2. Regional expansion loans (Malaysia + Vietnam)
3. Multi-currency treasury (SGD/MYR/VND operations)

2d) Contact Information

IF available (from companies.csv notes OR deep_research_leads.md key executives):

• •Use recipient name and title
• •Example: "Dr. Robert Yap (Executive Chairman)"

IF NOT available:

• •Use generic: "Dear CEO" or "Dear Leadership Team"
• •(Per user-parameters.md: "anything for now")

Step 3: Load Template

Read: /data/templates/outreach-email-template.md

Template has placeholders:

{{SUBJECT_HOOK}}
{{COMPANY_NAME}}
{{RECIPIENT_NAME}}
{{OPENING_PARAGRAPH}}
{{BANKING_NEEDS_PARAGRAPH}}
{{CALL_TO_ACTION}}
{{CALL_OPENER}}
{{DISCOVERY_Q1}}, {{DISCOVERY_Q2}}, {{DISCOVERY_Q3}}
{{COMPANY_BACKGROUND}}
{{KEY_TRIGGERS}}
{{BANKING_NEEDS}}
{{MEETING_QUESTIONS}}

Step 4: Fill Template with Company-Specific Data

4a) Email Subject

Format:

"Supporting [Company]'s [Trigger Theme] - [Primary Banking Need]"

Examples:

• •"Supporting YCH Group's Regional Expansion - Facility Financing"
• •"Supporting Supreme Components' International Growth - Trade Finance"
• •"Supporting Yang Kee Logistics' M&A Strategy - Acquisition Financing"

Trigger theme:

• •Expansion → "Regional Expansion"
• •Capex → "Facility Development" or "Equipment Investment"
• •M&A → "M&A Strategy" or "Acquisition Plans"
• •Contract → "Project Growth"

4b) Recipient Name

Use:

• •Actual name if available: "Dear Dr. Robert Yap,"
• •OR fallback: "Dear CEO," or "Dear Leadership Team,"

4c) Opening Paragraph (Trigger Reference)

Format:

"I've been following [Company]'s [impressive/notable/recent] [theme], particularly [specific trigger 1] and [specific trigger 2] [announced/reported] in [timeframe]."

Include:

• •Reference to 1-2 specific triggers
• •Mention dates or amounts (shows research)
• •Professional but personal tone

Example:

"I've been following YCH Group's impressive regional expansion, particularly your RM500M investment in Malaysia and US$200M Vietnam hub groundbreaking announced in November 2025."

Important:

• •Must be SPECIFIC (not generic)
• •Reference real triggers with real details
• •Show you've done research (not mass email)

4d) Banking Needs Paragraph

Format:

"Given [trigger context], I thought it would be valuable to explore how [Your Bank] can support your [next phase/continued/ongoing] [growth/expansion/operations] with:

• [Banking Product 1] - [Specific value proposition tied to trigger]
• [Banking Product 2] - [Specific value proposition tied to trigger]
• [Banking Product 3] - [Specific value proposition tied to trigger]

Example:

"Given the scale of your facility development across APAC, I thought it would be valuable to explore how [Your Bank] can support your next phase of growth with:

• Facility financing - Structured solutions for large-scale warehouse and distribution center development
• Regional expansion loans - Flexible financing for your Malaysia and Vietnam hubs
• Multi-currency treasury - Optimize cash management across SGD/MYR/VND operations"

Each product line should:

• •State the product clearly
• •Add specific context (not generic)
• •Tie back to a trigger (Malaysia expansion → regional loans)

4e) Call to Action

Use from user-parameters.md:

• •Tone: Low commitment
• •CTA: 15-20 min intro call (default)

Format:

"Would you have 20 minutes in the coming week for a brief conversation about [specific topic]?"

Examples:

• •"...for a brief conversation about supporting YCH's continued expansion?"
• •"...to discuss how we can support your cross-border growth?"
• •"...to explore financing options for your facility development?"

Keep it:

• •Low pressure
• •Specific (not "discuss banking services")
• •Time-bound (20 minutes, coming week)

4f) Call Script Opener

Format:

"Hi [Name], I'm [Banker Name] from [Your Bank] SME Banking. I've been following [Company]'s recent [trigger 1] and [trigger 2]. I thought it would be valuable to have a brief conversation about how we can support your [growth/expansion/operations]. Do you have 15 minutes now or would another time work better?"

Adjust tone:

• •Cold call: More tentative ("would another time work better?")
• •Warm intro: More direct ("I'd love to hear about your plans")

4g) Discovery Questions (3 questions, trigger-specific)

Based on trigger categories, generate relevant questions:

Expansion triggers:

"Tell me about your expansion plans for [region/facility]. What's the timeline?"
"How are you financing the [Malaysia/Vietnam/regional] expansion currently?"
"What challenges are you facing with the [new facility/regional] rollout?"

Capex triggers:

"What's driving your equipment/fleet investment right now?"
"How are you managing the cash flow for [equipment/facility] acquisition?"
"Are you considering leasing vs purchase for the new [equipment]?"

M&A triggers:

"Are you considering additional acquisitions in the near term?"
"How did you finance the [Acme] acquisition?"
"What's your integration strategy for the acquired entities?"

Contract/project triggers:

"How are you managing working capital for the [project name] project?"
"What's the payment cycle for the [NTUC/client] contract?"
"Are you handling this project alone or with partners?"

General discovery questions (always useful):

"Who's your current banking partner? How's that relationship?"
"What's your biggest financial challenge right now?"
"How do you make decisions about bringing on new banking partners?"

Select 3 questions:

• •2 trigger-specific
• •1 relationship/decision-making

4h) Meeting Prep Notes

Company Background:

- [Sector] - [Industry]
- [Scale indicators: employees, locations, revenue]
- [Notable achievements: awards, certifications, milestones]
- [Years established, if known]

Key Triggers:

1. [Category] - [Description] ([Date])
   Evidence: [Link if available]
2. [Category] - [Description] ([Date])
   Evidence: [Link if available]
3. [Category] - [Description] ([Date])
   Evidence: [Link if available]

Banking Needs Hypotheses:

Primary needs (based on triggers):
- [Product 1]: [Rationale tied to specific trigger]
- [Product 2]: [Rationale tied to specific trigger]
- [Product 3]: [Rationale tied to specific trigger]

Secondary needs (potential):
- [Additional products that might be relevant]

Meeting Questions:

[The 3 discovery questions from call script]

Plus:
- Current banking relationship (who, satisfaction, gaps)
- Decision-making process (who's involved, timeline)
- Immediate vs future needs (what's urgent?)

Step 5: Save Document

Filename:

/documents/prospect-packs/[company-id]-[YYYY-MM-DD].md

Examples:

• •/documents/prospect-packs/ych-group-2025-12-30.md
• •/documents/prospect-packs/supreme-components-2025-12-30.md

Document structure:

# Prospect Pack: [Company Name]

**Generated:** [Date]
**Sector:** [Sector] - [Industry]
**Triggers Used:** [N] ([categories])

---

## Email Draft

Subject: [filled subject]

Dear [filled recipient],

[filled opening paragraph]

[filled banking needs paragraph]

[filled CTA]

Best regards,
[Your name]

---

## Call Script

**Opener:**
[filled call opener]

**Discovery Questions:**
1. [Q1]
2. [Q2]
3. [Q3]

---

## Meeting Prep Notes

**Company Background:**
[filled background]

**Key Triggers:**
[filled triggers with evidence]

**Banking Needs Hypotheses:**
[filled banking needs]

**Questions to Ask:**
[filled meeting questions]

**Current Banking Relationship:**
- Who: [To be discovered]
- Satisfaction: [To be discovered]
- Decision-making: [To be discovered]

---

*Generated by Sales CRM AI*

Step 6: Report to User

Display email draft in chat:

Prospect pack generated for [Company Name]

---

Subject: [subject line]

Dear [recipient],

[email body]

Best regards,
[Your name]

---

✓ Full prospect pack saved to: /documents/prospect-packs/[filename]

Pack includes:
- Email draft (above)
- Call script with 3 discovery questions
- Meeting prep notes (company background, triggers, banking needs)

Ready to send? Or need edits?

DO NOT commit - just create document and report

Step 7: Next Step Suggestions

"Next steps:
- Send email and log activity: (future feature)
- Generate pack for another company: 'Generate prospect pack for [name]'
- Commit: 'Commit the prospect pack'
- Edit manually: Open the file and customize as needed"

Error Handling

IF company has no triggers:

"Warning: No triggers found for [Company].

I can still generate a prospect pack, but the email will be more generic without specific trigger references.

Options:
1. Proceed anyway (generic outreach)
2. Scan/enrich company first: 'Scan [company]' to find triggers
3. Cancel

What would you like to do?"

IF template file missing:

"Error: Template not found at /data/templates/outreach-email-template.md

Please create the template file or restore from git history.

Template should include placeholders:
{{SUBJECT_HOOK}}, {{COMPANY_NAME}}, {{RECIPIENT_NAME}}, etc.

Cannot generate prospect pack without template."

IF company in companies.csv but no triggers.csv entries:

"[Company] found in companies.csv but no triggers in triggers.csv.

This company was verified but not enriched yet.

Options:
1. Generate generic pack (not recommended)
2. Enrich first: 'Scan [company]' to add triggers
3. Check deep_research_leads.md: May have existing trigger data

What would you like to do?"

IF /documents/prospect-packs/ folder doesn't exist:

Create the folder automatically:
mkdir -p /documents/prospect-packs/

Then save file

Important Notes

DO NOT auto-commit:

• •Create document only
• •User will commit with "commit the prospect pack" or "commit this"

Email tone (from user-parameters.md):

• •Professional but relationship-focused
• •Singapore business culture context
• •Not salesy or pushy
• •Shows genuine research and understanding

Email length (from user-parameters.md):

• •Target: 150-200 words
• •Don't exceed 250 words (too long)
• •Don't go below 100 words (too brief, seems generic)

Key message (from user-parameters.md):

• •"[Your Bank] understands SME growth challenges"
• •Position as partner, not just vendor
• •Focus on growth support, not product push

Trigger specificity:

• •ALWAYS reference actual triggers with real details
• •Mention amounts (RM500M), dates (Nov 2025), specifics (Malaysia, Vietnam)
• •Never use vague language like "recent expansion" without details

Banking products:

• •Read count from user-parameters.md (default: 3)
• •Don't list all products (overwhelming)
• •Each product line must have specific context, not just product name

Discovery questions quality:

• •Must be relevant to company's triggers
• •Open-ended (not yes/no)
• •Show you've done research
• •Lead to needs discussion naturally

Multiple packs:

• •User can generate packs for same company multiple times
• •Filename includes date to avoid overwrite
• •Each pack is a snapshot for that date

Customization:

• •User can manually edit generated pack before sending
• •Template itself can be edited by user (in /data/templates/)
• •Skills will use updated template automatically

Quality Checklist

Before saving prospect pack, verify:

• • Email subject is specific (not generic)
• • Opening paragraph references actual triggers with details
• • Banking needs are tied to specific triggers
• • CTA is clear and low-commitment
• • Discovery questions are trigger-relevant
• • Meeting prep notes include evidence links
• • Document saved with correct filename format
• • Email length is 150-200 words (approximately)
• • Tone is professional + relationship-focused

You are now ready to help the user generate professional, evidence-based outreach materials for their SME banking prospects.