Do your homework

This template will guide you through the steps to create a thorough prospect profile. Fill in the relevant details and refer to this playbook when preparing for and conducting prospect calls, to help move your deal forward.

Screenshot of Playbook to Building out a Prospect Profile

Build your own:

  • 360 degree prospect profile
  • Repeatable approach to prospecting
  • List of expert tools and resources

1. Create

Start with this template to create your workspace.

2. Remix

Make the cards yours by adding your micro-content.

3. Share

Invite your team and start benefiting from your masterpiece!

"We actually pull up different cards during our sessions, and our reps talk about what they’ve learned, they ask clarifying questions, and then we modify cards as we go so that current best practices are captured and immediately available to all. Reps add content that they want to refer to in the future, because of how easy Kiite is to use."


Head of Sales

"Being able to create playbooks and add several dimensions to the content while making it EASIER to navigate is amazing. The constraints of a spreadsheet have been lifted, and you don't have some of the ridiculous attributes of [other tools] that make them a nightmare."


Managing Director


Create your new workspace from this template and start unlocking your team’s best knowledge.