SDR Sharp B2B Research Planner

Build AI-ready prompts for structured B2B company research and CSV output.

Define your target market, company criteria, source requirements, and CSV fields. The planner turns them into a structured prompt for ChatGPT, Claude, Gemini, or another capable AI tool.

The planner creates the prompt. Your chosen AI tool performs the research and returns the results. Web browsing or file-upload features may be required for some tasks.

Clear criteria. Structured output.

Turn your research requirements into a structured prompt that an AI model can follow and return as an organized CSV.

1

Research Companies

Define the target market, company criteria, evidence rules, and CSV fields for company-level research.

2

Define Relevant Business Roles

Specify the departments and job-role types that should be added to each company result.

3

Review a Company List

Build instructions to check a CSV for duplicates, missing fields, formatting issues, and research gaps.

Product boundary
Company-level research only.

The planner does not collect personal contact details, generate outreach messages, or send communications.

Build the research prompt before the research starts.

Define the task, sources, acceptance rules, and CSV output before sending the prompt to your preferred AI tool.