Build a new rep ramp pack

Images on this page are for illustrative purposes only. Example outputs in this play are illustrative — the structure, fields, and format reflect real Lusha connector output, but were not pulled from a live session. Run the prompt with your own territory parameters to see live results. Personal details in any live examples are masked or abbreviated for privacy.

A new sales rep ramp pack built before day one combines a verified account list, signal-scored contact map, priority tiers, and a specific first-week outreach plan — so the rep starts making calls on day one instead of spending the first two weeks building a list. This Claude prompt finds companies matching the territory via Lusha, maps verified contacts at each account, scores by signal strength, and posts the full pack to Slack tagged to the rep and manager before the first day starts.

The prompt

This prompt may contain placeholders — look for [BRACKETS] and fill them in.

<context>
A new rep just joined the team. Before their first day of prospecting, I want to build them a complete starter pack — a verified account list for their territory, the right contacts at each account, signal scores, and a first-week outreach plan. The rep should be able to start making calls on day one, not spend the first two weeks building a list.

New rep details:
- Rep name: [NAME]
- Territory: [REGION / VERTICAL / COMPANY SIZE — e.g. "Mid-market SaaS, US West Coast, 200–800 employees"]
- Function they sell into: [e.g. "Sales, RevOps, Finance"]
- Seniority floor: [e.g. "VP and above" / "Director and above"]
- What we sell: [PRODUCT / SOLUTION]
- Number of accounts to build: [e.g. "30" / "50"]
- Accounts already assigned: [PASTE LIST OR "none yet"]
- Slack channel to notify: [CHANNEL NAME OR "skip"]
</context>

<task>
1. Use Lusha to find companies matching the territory criteria:
   - Industry, headcount range, and geography as specified
   - Exclude any company already a customer or in active pipeline
   - Prioritize companies with a signal in the last 30 days

2. For each company, find the right contacts:
   - Primary: most senior verified contact in the target function at or above the seniority floor
   - Secondary: one level below — the evaluator or champion layer
   - Verified work email and direct mobile for each

3. Score each account:
   - Priority A: live signal in last 30 days + verified decision-maker
   - Priority B: verified decision-maker, no signal
   - Priority C: contact below seniority floor or partial data

4. Build the rep ramp pack:

   ## Territory Overview
   Total accounts · verified contacts · Priority A / B / C breakdown

   ## Priority A Accounts — call first
   Company · size · signal · primary contact · email · direct mobile · suggested opening angle

   ## Priority B Accounts — week 2 onwards
   Company · size · primary contact · email · direct mobile

   ## Priority C Accounts — needs research before calling
   Company · what's missing · recommended next step

   ## First Week Outreach Plan
   Day 1–2: all Priority A accounts — signal-based openings
   Day 3–4: top 10 Priority B accounts
   Day 5: research Priority C gaps

   ## Quick Reference Card
   3 opening lines — one per signal type (funding / exec hire / headcount surge)

5. Post to Slack if channel specified — tag rep and manager.
</task>

<constraints>
- Lusha-verified contacts only.
- Priority A requires both a signal AND a verified decision-maker.
- First week plan must name specific accounts — not generic advice.
- Quick reference card opening lines specific enough to use verbatim.
</constraints>

What you'll get back

The situation: A new SDR — Jamie — joins the team on Monday. Territory: mid-market B2B SaaS, US, 200–600 employees, VP of Sales and RevOps, selling sales intelligence software.


Territory Overview

Jamie — Mid-market SaaS US · Week starting June 2

Total accounts built: 8 · Verified contacts: 14 · Priority A: 3 · Priority B: 4 · Priority C: 1


Priority A Accounts — call day 1 and 2


Dunmore Analytics · 580 employees Signal: Series B closed 18 days ago · New budget cycle, headcount targets being set now Primary contact: T.K., VP of Sales · t.k@[dunmore].com · direct mobile available Opening angle: “Your Series B just closed — SDR data quality is usually the first thing that breaks at scale. Worth a quick call?”


Crestline Software · 340 employees Signal: New CRO hired 12 days ago · New leader evaluating the full stack in first 30 days Primary contact: R.V., VP Revenue Operations · r.v@[crestline].com · direct mobile available Opening angle: “A new CRO is usually when the data layer gets reviewed. Happy to show you what that looks like at Crestline’s stage.”


Falcrest Tech · 380 employees Signal: Series A closed 9 days ago · Post-funding stack evaluation window is open Primary contact: P.N., VP Revenue Operations · p.n@[falcrest].com · direct mobile available Opening angle: “Congrats on the Series A — most teams your size hit the SDR ramp problem right after the round closes. Worth 15 minutes?”


Priority B Accounts — week 2 onwards


Ashford Platforms · 420 employees Contact: M.L., Head of Sales Operations · m.l@[ashford].com · direct mobile available No signal — ICP fit. Call week 2.

Briarway SaaS · 290 employees Contact: P.O., VP of Sales · p.o@[briarway].com · direct mobile available No signal — ICP fit. Call week 2.

Greenway Cloud · 510 employees Contact: J.A., SVP of Sales · j.a@[greenway].com · direct mobile available No signal — ICP fit. Call week 2.

Halcyon Data · 470 employees Contact: S.P., VP RevOps · s.p@[halcyon].com · direct mobile available No signal — ICP fit. Call week 2.


Priority C Accounts — research before calling


Elmont Systems · 610 employees Issue: Only Director-level contact found — below VP floor Next step: Run the find decision-maker prompt to find VP or above before calling.


First Week Outreach Plan

Day 1: Call T.K. at Dunmore Analytics (Series B) · Call R.V. at Crestline (new CRO)

Day 2: Call P.N. at Falcrest Tech (Series A) · Follow up on any Day 1 voicemails

Day 3: Email M.L. at Ashford + P.O. at Briarway

Day 4: Email J.A. at Greenway + S.P. at Halcyon

Day 5: Research Elmont Systems VP contact · Review responses from Days 1–4


Quick Reference Card

Funding signal opener: “Your [Series A/B] just closed — most teams at your stage hit the SDR data quality problem before the first new hire ramps. Worth a 15-minute call?”

New exec hire opener: “A new [CRO/VP Sales] is usually when the data layer gets reviewed. Happy to show you what that looks like at [company]’s stage — 15 minutes?”

Headcount surge opener: “Your [SDR/AE] team is growing fast — data quality is the first thing that breaks at this scale. Worth a quick call before it becomes a ramp problem?”


Illustrative example — fictional company names used. Run with your own territory parameters to see live results.

Built by: Lusha
Time to build: 5 min
Difficulty: Easy
Tools: Claude, Lusha, Slack
Type: Prompt

Why use Lusha in Claude

Lusha in Claude compresses two weeks of territory research into one prompt run. Without the ramp pack, Jamie spends the first week searching LinkedIn, building a spreadsheet, guessing email formats, and trying to figure out who at each company is worth calling. With it, Jamie has 8 verified accounts, 14 verified contacts, three signal-based opening lines, and a day-by-day plan before the first call is made. The Quick Reference Card is the detail that earns the most use — three lines specific enough to say verbatim, each one grounded in a real signal type, so Jamie doesn’t have to improvise an opener on the first week of calls.

Data drawn from 300M+ verified contacts under GDPR, CCPA, SOC 2, ISO 27701, ISO 31700, and TRUSTe.

FAQ

  • How is this different from the build a territory contact database play?

    The territory contact database play is designed for an existing rep rebuilding or expanding a territory — it assumes some existing knowledge and relationships. This play is designed for a new hire starting from zero — it adds the first-week outreach plan, the Quick Reference Card with opening lines, and the Slack notification to the manager. Same data engine, different output for a different context.

  • How many accounts should a new rep start with?

    25–35 for an SDR, 15–20 for an AE. Enough to fill the first month without overwhelming the outreach capacity. The Priority A accounts — those with live signals — should represent roughly 20–30% of the total list. Run the prompt again at the start of month two to extend the territory.

  • Should the manager or the rep run this?

    Either — but the manager running it before the rep’s first day creates a better first impression. The rep walks in on day one with a fully built territory pack rather than spending the first week asking the manager for account lists.

  • Can this be run for an AE taking over an existing territory?

    Yes — paste the existing assigned accounts in the “already assigned” field. The prompt enriches each with signal data and contact freshness, fills any gaps, and outputs a Priority A list based on current signal activity rather than the original assignment logic.

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