The Spiich Playbook
The Spiich Playbook: Prompts that sell
Most users treat Spiich like a search bar. Power users chain it into workflows that run their day. These are the prompts they use - to prospect, qualify, prep, debrief, follow up, and keep their pipeline honest. Copy them, adapt them, make them yours.
Before You Start
Spiich gets dramatically better once these are in place. The prompts below assume all four.
- Connect email and calendar under Settings → Integrations (Google Workspace or Microsoft 365). This unlocks email search, calendar sync, and automatic meeting briefs.
- Enable meeting briefs under Settings → User Settings → Meeting Briefing Preferences. Spiich will brief you before every external call.
- Browser extension - Install here. Spiich can read the page you are on - open it on a prospect's LinkedIn profile or company website and ask questions directly.
- iOS app - Download here. Debrief calls by voice on the move, check your pipeline, prep for meetings.
Use @ to Reference Your CRM
Type @ in the chat to reference contacts, companies, and deals. Spiich suggests matches as you type - select one to pull the full CRM record instantly. Spiich works without it, but @ makes it faster and more reliable.
| Type | Example | What Spiich gets |
|---|---|---|
| Contact | @John Doe | Contact record, linked deals, interaction history |
| Company | @Acme Corp | Company details, all contacts, all deals |
| Deal | @Acme Corp Deal | Deal stage, value, notes, linked contacts |
Prospecting
Use Spiich to find leads matching your ICP.
Qualification
Use Spiich to evaluate companies before you spend time on them.
Chaining prompts
This is the shift. Most people would run the prompt above as four: research the company, qualify it, find the contact, draft the message. Power users run it as one. Spiich handles the handoffs - the research informs the qualification, the qualification informs who to target, and the contact's profile shapes the message. Once you start chaining, you stop thinking in features and start thinking in outcomes. Every section below can be chained the same way.
Buyer Discovery
Once a company is qualified, find the right people to reach out to.
Open the Conversation
Generic outreach gets ignored. Let Spiich do the research and find what you don't know.
Pro tip: Open the browser extension while on a prospect's LinkedIn profile or company website. Ask Spiich to read the page content directly: "Draft outreach based on what you see here" - no copying needed.
Spiich learns your writing style from your sent emails. If the tone is off, ask Spiich to: "Make it more casual" or "I never use exclamation marks", and Spiich will adapt.
Prepare for Every Meeting
With your calendar connected, Spiich automatically generates a meeting brief before every external call - person and company overview, interaction history, active deals, recent news, and talking points. Saved as a CRM note.
For a one-off brief:
After the Call: Just Talk
Instead of filling out CRM fields, talk about what happened. Spiich extracts deal updates, new contacts, tasks, meeting notes, and competitive intel automatically.
Pro tip: Use the voice recording button instead of typing. On the iOS app, you can debrief by voice on your way to your next meeting.
Follow Up and Close
Refine any draft in place: "Make it shorter." "Use Swedish." "Remove the pricing paragraph and add a line about the pilot timeline."
CRM Updates
Skip the forms. Create, update, and manage records through chat.
Stay on Top of Your Pipeline
Most users treat Spiich as a lookup tool. Power users ask it to think.
Work With Files
Drag or paste files directly into the chat. Spiich can also create files for you.
| Supported formats | |
|---|---|
| Read | PDF, Excel (.xlsx), CSV, Word (.docx), PowerPoint (.pptx), images, JSON, text files |
| Create | Excel, CSV, PDF, PowerPoint, text files |
The Best Prompts Run Themselves
Everything in this playbook is something you ask Spiich to do. Background Agents are the same workflows, running without you asking.
Your pipeline, triaged before you start your day? An agent ranks every open deal by which ones need attention this morning and emails you the shortlist. The "what deals went quiet" check from the pipeline section? An agent runs it every Friday and drops the list in your inbox. Lead enrichment, ICP qualification, stale-deal flagging, follow-up nudges - all of it can run on a schedule or a trigger.
The prompts above teach you to think in workflows. Background Agents are what happens when those workflows stop needing you. See how to set up your first Background Agent here.