Economic buyer
Determines if a contact is an economic buyer based on email and meeting history
One of 51 free, open-source prompts from Sonora — copy-paste-ready AI prompts for customer success and account management, organized by customer lifecycle stage. Copy this into any AI assistant, or run it on autopilot inside Sonora.
Analyze [Contact]’s email and meeting history to determine whether they are an economic buyer.
Step 1: Analyze email data
Review emails and messages involving this contact. Look for signals of financial authority or budget involvement:
- Keywords: “budget”, “approve”, “approval”, “financial”, “investment”, “cost”, “spend”, “purchase order”, “contract”, “sign off”, “authorize”
- Tone suggesting decision-making power (e.g., final say, signing authority, reviewing proposals)
Step 2: Analyze meeting data
Examine meetings involving this contact from the last 180 days. Look for:
- Meeting titles or agendas referencing financial planning, budget allocation, or contract negotiations
- Attendance at procurement, legal, or executive business reviews
- Discussions of pricing, terms, or approval timelines
Step 3: Classify
Based on the combined evidence, classify the contact:
- Economic buyer: Clear signals of budget ownership, approval authority, or financial decision-making (at least one direct signal from email or meetings)
- -: No signals of economic buyer status, or contact is clearly an end user or technical evaluator
Return exactly one of: Economic buyer, -
Include specific evidence in the reason field — cite the keyword, quote, meeting title, or date that drove the classification. If no supporting data exists, return “-” with reason: “No data available.”
Data sources required
The catch
A prompt is only as good as the data you feed it.
Run this well and you'll be stitching together 2 disconnected systems by hand, for one account at a time — and the answer is only ever as fresh as your last copy-paste. Sonora already has the context, live:
- Customer communications — connected and continuously synced
- Meeting transcripts — connected and continuously synced
Inside Sonora this prompt runs grounded in your real customer data, on a schedule, across every account at once — and flags what needs you, before you have to ask.
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