Content Templates are AI-powered instructions that generate personalized content for your target accounts. Each template combines your messaging requirements with account-specific intelligence to create relevant, customized communication.
Content Templates use account intelligence, contact insights, and your business context to generate personalized messaging. Well-crafted templates produce content that feels researched and relevant rather than generic or templated.

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How Templates Work

Templates combine multiple inputs to generate personalized content:
  • Instructions - Your prompt that defines what content to create and how
  • Content Settings - Format, length, and language specifications
  • Context Data - Account intelligence that personalizes the content
  • Datasets - Your business information and sales collateral
  • Contact Information - Individual insights when generating person-specific content

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Template Component Architecture

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Creating Content Templates

1

Access template creation

Navigate to Settings → Content Templates and click “New Template”
2

Write template instructions

Create specific, detailed instructions for the AI about what content to generate
3

Configure content settings

Set content type (email/document/notes), word count, and language
4

Select context data

Choose which account intelligence to include in content generation
5

Choose datasets

Select relevant business information and sales collateral
6

Test and refine

Generate sample content on known accounts and iterate on the template

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Writing Effective Template Instructions

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Instruction Structure

Your template instructions should include: Context Setting: 
You are writing [content type] from a salesperson at [Your Company] 
to a [recipient role] at [Company Name] with the goal of [objective].
Content Requirements: 
The [email/document] should:
- [Specific requirement 1]
- [Specific requirement 2] 
- [Specific requirement 3]
Format Specifications: 
Follow this structure:
- [Opening approach]
- [Body content guidelines]
- [Closing/call to action]

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Effective Instruction Examples

Personalized Outreach Email: 
You are writing an email from a salesperson at [Company] to a [Role] at [Company Name] 
with the goal of booking a meeting to explore how [Solution] can help the company.

The email should:
- Reference a specific strategic initiative or challenge from their context data
- Include relevant proof point or case study
- Present a clear, low-friction meeting request
- Maintain professional but conversational tone

Follow this format:
- Great to see [specific company insight]
- [Relevant business challenge/opportunity] 
- [Your solution's value proposition with proof]
- [Clear call to action]
Executive Summary: 
Create an executive summary for [Company Name] analyzing their strategic position 
and challenges that [Your Solution] addresses.

Include:
- 3-5 key strategic priorities from context data
- Relevant market trends affecting their industry
- Specific challenges your solution addresses
- 2-3 comparable companies who've achieved success

Structure as:
- Executive overview (2-3 sentences)
- Strategic priorities and challenges
- Solution alignment and value proposition  
- Next steps recommendation
Technical Brief: 
Write a technical brief for [Role] at [Company Name] explaining how [Solution] 
integrates with their current technology stack.

Focus on:
- Technical requirements mentioned in context data
- Integration capabilities relevant to their industry
- Security and compliance considerations
- Implementation timeline and support

Format:
- Technical overview
- Integration approach  
- Security and compliance
- Implementation roadmap
Avoid overly generic instructions like “write a good email” or “tell them about our product.” Specific, detailed instructions produce higher-quality, more personalized content.

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Content Settings Configuration

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Content Type Options

  • Email - Optimized for email communication with appropriate formatting
  • Document - Longer-form content suitable for attachments or presentations
  • Notes - Internal use content like meeting preparation or account research

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Word Count Guidelines

  • 50-125 words - Cold outreach emails, brief updates
  • 125-250 words - Follow-up emails, meeting requests
  • 250-500 words - Executive summaries, technical briefs
  • 500+ words - Comprehensive documents, detailed analyses

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Language Selection

  • Choose target language for content generation
  • Ensure context data and datasets support selected language
  • Consider regional business communication preferences

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Context Data Selection Strategy

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Value Pyramid

  • Best for: Executive-level content, strategic discussions
  • Contains: Core business priorities and challenges
  • Use when: Creating C-suite messaging or strategic proposals

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Strategic Priorities

  • Best for: Aligning with company initiatives
  • Contains: Current business goals and focus areas
  • Use when: Referencing specific company directions or investments

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Three Whys

  • Best for: Consultative, insight-driven content
  • Contains: Deep strategic reasoning behind company decisions
  • Use when: Creating thought leadership or strategic advisory content

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Website Content

  • Best for: Understanding company voice and positioning
  • Contains: Public company messaging and stated priorities
  • Use when: Aligning with company’s own language and themes

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Professional Experience (Contact-specific)

  • Best for: Personalized individual outreach
  • Contains: LinkedIn profile analysis matched against company context
  • Use when: Creating contact-specific emails or meeting preparation

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Dataset Selection Best Practices

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For Personalized Emails

  • Focus on most relevant datasets to avoid feature overload
  • Include case studies and competitive differentiation
  • Select industry-specific information when available

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For Executive Content

  • Include strategic business information and ROI data
  • Add industry trends and market intelligence
  • Include executive-level case studies and references

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For Technical Content

  • Select technical specifications and integration capabilities
  • Include security and compliance information
  • Add implementation guides and support documentation

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Template Performance Optimization

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Content Quality Indicators

✅ High-Quality Generated Content:
  • References specific company information accurately
  • Uses appropriate tone for target audience
  • Includes relevant, specific value propositions
  • Flows naturally without obvious AI-generated patterns
❌ Low-Quality Generated Content:
  • Generic language that could apply to any company
  • Incorrect or irrelevant company information
  • Overly promotional or feature-heavy messaging
  • Obvious template-like structure

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Iterative Improvement Process

  1. Generate test content on 3-5 known accounts
  2. Evaluate relevance and accuracy of generated content
  3. Refine instructions based on output quality
  4. Adjust context data selection if needed
  5. Test again and repeat until satisfied with quality

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Common Template Types

Email Templates:
  • Cold outreach emails
  • Follow-up sequences
  • Meeting request emails
  • Thank you/next steps emails
Research Templates:
  • Account intelligence summaries
  • Competitive analysis briefs
  • Market opportunity assessments
  • Stakeholder mapping documents
Meeting Preparation:
  • Discovery question templates
  • Presentation talking points
  • Objection handling guides
  • Follow-up action items

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Quick Actions

Create Template

Build new content templates

Organize Groups

Bundle templates into collections

Generate Content

Use templates on target accounts

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Integration with Content Groups

Individual templates work best when organized into Content Groups that address comprehensive use cases. A single template might be used across multiple groups, allowing you to reuse well-performing templates in different contexts while maintaining focused group purposes. Templates can also be included in Workflows for automated content generation during account onboarding, ensuring consistent messaging and research across all new accounts.