Summarize Contact’s Professional Background

Summarize Contact’s Professional Background

A prospect’s past roles, tenure, and patterns reveal how they think. This template helps you extract key career signals — so your message hits the right angle, every time.

Why It Works

• Intent: Surface career patterns that inform pitch angles
• Impact: Send smarter messages and boost reply rates

The Career Context Framework

Step 1 – Analyze the Prospect’s Resume

• Look at past job titles and industries
• Note tenure at each company
• Spot upward or lateral movement

Step 2 – Detect Career Themes

• Specialist vs. generalist path?
• Startup vs. enterprise preference?
• Has experience aligned with your use case?

Step 3 – Write the Insight

“Noticed you’ve been in {{function}} roles across both {{startup}} and {{enterprise}} environments — seems like you’ve scaled teams at different growth stages. We’re seeing a lot of {{persona}} leaders focus on {{pain_point}} at that stage.”

Step 4 – Plug Into Your Sequence

Add your background insight as the opener for email, LinkedIn, or voicemail.

Want to use this template?

Use it in Apollo