Resources

Templates

Copy-and-adapt starting points for your ICP, agents, AI-visibility prompts and routing rules.

Ideal Customer Profile

ICP template.

Fill in each field for your best customers. These are the criteria every visitor is scored against.

Field	What to write	Example
Industries	The sectors your best customers are in	SaaS, logistics
Company size	Employee or revenue range	200-1,000 employees
Regions	Where you can sell and support	India, APAC
Roles	Who buys and who uses	Head of RevOps, Marketing lead
Need	The problem that makes them buy	Qualified pipeline from website traffic
Intent signals	Behaviour that shows active evaluation	Visited pricing twice; viewed integrations
Disqualifiers	Who you should not spend sales time on	Students, job seekers, competitors

Sales agent playbook

Write this in plain language in your Sales Agent's playbook field.

01

Greet

Greet visitors on pricing and product pages and offer help with what they are looking at.
02

Answer

Answer questions only from our knowledge base. If a question isn't covered, offer to connect them with the team.
03

Qualify

Naturally find out company size, use case and timeline.
04

Offer the next step

If they match our ICP, offer a 20-minute walkthrough and book it on the right rep's calendar.
05

Hand off

If they ask for a person, or the conversation turns negative, hand off to the team with the full context.

AI-visibility prompt set

Replace the bracketed words with your category, competitors and customers' problems, and track each prompt on the engines your buyers use.

Funnel stage	Prompt template
Category	What are the best [category] tools for [type of company]?
Category	Which [category] tool is best for [specific need]?
Comparison	[Your brand] vs [competitor]: which is better for [use case]?
Comparison	What are the alternatives to [competitor]?
Problem	How do I [problem your product solves]?
Problem	How can a [role] [achieve outcome] without [common pain]?
Brand	What is [your brand] and what does it do?
Brand	How much does [your brand] cost?

Routing rules

Start with a few rules like these, in the "if, then" form workflows use.

If	Then
ICP score is 85 or higher and company size is 1,000 or more	Route to the enterprise team
Visitor is in APAC	Route to the APAC rep
Sentiment drops below 0.3 or the visitor asks for a human	Send to the support queue
ICP score is below 50	Nurture with a playbook; no rep assignment

Follow-up playbooks

01

Pricing visitors who didn't book

When a company visits pricing twice without booking, email the identified visitor the next morning with an offer of a 20-minute walkthrough.
02

High-ICP anonymous companies

When a company with an ICP score of 80 or more is identified, notify its account owner with the pages it viewed.
03

Lost-lead re-engagement

Thirty days after a lead is marked Lost, send a short note sharing what's new.

Book a 20-minute walkthrough and see Thosjod identify, qualify, and route a real visitor session live.