Content templates transform your saved frameworks into personalized, account-specific messaging. Understanding how to effectively use templates ensures consistent, high-quality communication across all your accounts. Templates can be used in two primary locations, each serving different purposes in your sales workflow.

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Account-Level Content Generation

When to Use: Creating content for general account outreach, proposals, or account-wide messaging Step-by-Step Process:
  1. Navigate to any account in your account list
  2. Click into the account to access the account intelligence page
  3. Select the Content tab from the account navigation
  4. Click Draft Content to open the template selector
  5. Choose your desired template from the available options
  6. Content generates automatically using all available account intelligence
  7. Review the generated content for accuracy and relevance
  8. Save to store in the account or Copy to use in external tools
What Gets Generated:
  • Content personalized with company-wide intelligence
  • References to strategic initiatives, recent news, and business priorities
  • Value propositions aligned with the account’s industry and size
  • General messaging suitable for multiple stakeholders

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Contact-Specific Content Generation

When to Use: Creating personalized messaging for individual stakeholders with role-specific context Step-by-Step Process:
  1. Navigate to the Contacts tab within any account
  2. Locate the specific contact you want to create content for
  3. Click into the individual contact profile
  4. Select Content from the contact’s profile options
  5. Click Draft Content to access template options
  6. Choose the appropriate template for this persona/role
  7. Content generates with both account intelligence and contact-specific context
  8. Review and customize the generated content as needed
  9. Save or Copy the finalized content
Enhanced Personalization:
  • References the contact’s specific role and responsibilities
  • Includes department-specific challenges and priorities
  • Tailors value propositions to their decision-making authority
  • Incorporates any available background information about the individual

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Customizing Context Data

Every time you generate content, you can override the template’s default context data to focus on specific aspects of the account intelligence. How to Modify Context Data:
  1. After selecting a template but before generating content
  2. Click the Context Data button in the generation interface
  3. Review the currently selected data sources
  4. Add additional context sources relevant to your specific use case
  5. Remove context sources that aren’t relevant for this particular content
  6. Click Generate with your customized context selection
Common Context Customizations:
Focus Context On:
  • Strategic priorities and board-level initiatives
  • Recent leadership changes or appointments
  • Financial performance and growth metrics
  • Competitive market positioning
  • Industry trends and challenges
Remove:
  • Technical implementation details
  • Day-to-day operational challenges
  • Individual contributor concerns

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Content Quality and Optimization

Reviewing Generated Content: Before using any generated content, review for:
  • Accuracy: Verify all company information and context is correct
  • Relevance: Ensure the content addresses the recipient’s likely priorities
  • Tone: Confirm the messaging matches your intended communication style
  • Completeness: Check that all key points and calls-to-action are included
  • Personalization: Validate that account-specific details are meaningful and accurate
Making Improvements:
  • Edit directly: Modify generated content to better match your style or add specific details
  • Regenerate with changes: Adjust context data and generate new version if significant changes are needed
  • Save variations: Keep multiple versions for A/B testing different approaches
  • Template feedback: Note what works well to improve future template instructions

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Advanced Usage Strategies

Template Sequencing: Create content series using multiple related templates:
  1. Initial Outreach: Introduction and value proposition
  2. Follow-up: Reference previous communication and add new insights
  3. Deep Dive: Technical or detailed business case content
  4. Executive Summary: C-level focused outcomes and next steps
Team Collaboration:
  • Share successful content: Save high-performing generated content for team reference
  • Template feedback: Provide input on template quality to improve shared resources
  • Content libraries: Build account-specific content libraries using templates
  • Best practices sharing: Document which templates work best for different scenarios
Performance Tracking:
  • Monitor response rates by template and account type
  • Track which context combinations generate the most engaging content
  • Measure time saved compared to creating content from scratch
  • Identify templates that need updates or improvements
Generated content is a starting point, not a final product. Always review and customize based on your specific relationship with the account and any recent interactions or developments.

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Troubleshooting Common Issues

Content feels generic:
  • Add more specific context data sources
  • Ensure account intelligence is up-to-date
  • Customize template instructions to be more specific
Information seems outdated:
  • Refresh account intelligence before generating content
  • Check that context data includes recent developments
  • Verify the account’s strategic priorities are current
Wrong tone or style:
  • Review template instructions for tone guidance
  • Select different context data that matches your intended audience
  • Edit the generated content to match your communication style
Missing key information:
  • Add relevant context data sources before generation
  • Ensure custom insights are configured and up-to-date
  • Consider creating more specific templates for your use case