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Change-triggered B2B prospecting: source, date, reason — drafts only

“Find SaaS leads” is too vague; funding news alone rarely proves someone needs your offer.

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What hurt

Val Holland (@valsmoneycircle) shared an 8-part B2B prospecting workflow for founders: give Grok Bot a tougher assignment — find five companies where something changed that makes your offer relevant; require a source, a date, and a reason to reach out. Start with a specific brief (customer, problem, disqualifiers). Hunt change signals tied to the offer (first partnerships hire, new segment, marketplace launch, public ask) — not funding alone. Separate fact from sales hypothesis. Review the first five yourself; keep outreach as drafts. Author-quoted research prompt included. Not affiliated with xAI.

What to install or create

Specific brief → change signals → fact vs hypothesis → cited shortlist → human review → draft outreach only.

Bots

  • Change-triggered research bot

    Finds ≤5 accounts with recent relevant change; cites source/date/reason; separates fact vs hypothesis; drafts only.

Plugins

  • Browser

    Optional

  • Web search

    Optional

Files

  • Scorecard: accepted accounts, positive replies, qualified meetings; rejection notes on weak matches.

Routines

  • None on the first run. Watch one manual pass first.

The prompt

Author-quoted change-triggered research prompt

Quoted from @valsmoneycircle note_tweet (thread 5/8) — as published. Do not invent a second system prompt.

Last line is our approval fence: Never send, post, spend, or buy without my explicit yes.

Find up to 5 [target accounts] with a development in the last 30 days relevant to [offer]. Return source links, event dates, fit evidence, likely buyer, unknowns, and a useful first offer. Return fewer if evidence is weak. Don’t guess emails.

Never send, post, spend, or buy without my explicit yes.

First run

  1. 1Read https://x.com/valsmoneycircle/status/2103181561117933986 (full 8-part thread) before building.
  2. 2Write a specific brief: who you sell to, the problem you solve, and what rules an account out.
  3. 3Paste Val’s research prompt (in prompts[]) with your [target accounts] and [offer] filled in.
  4. 4Require source link + event date + reason; make the bot separate fact from sales hypothesis; return fewer if weak.
  5. 5Review the first five yourself; keep outreach as drafts until you approve send.

Approval fence

No outbound send, CRM write that burns a lead, or email guessing without your yes. Drafts only until you approve.

What to tweak

Steal source/date/reason + fact≠hypothesis + drafts-only. Weak evidence → return fewer, don’t invent emails.

Source

Val Holland @valsmoneycircle · Original post

Not affiliated with xAI. We did not write this prompt. Third-party template terms still apply.

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