AI Account Research Workflow

5 steps to a reviewable draft

1. 01

   Define the research question

   State what the seller needs to learn before the next conversation.

   Result: A bounded account research question.

2. 02

   Capture sources and dates

   Save page URLs, titles, dates and the observable statements they support.

   Result: A source record.

3. 03

   Draft the account brief

   Ask for a cited brief with unknowns kept visible.

   Result: A cited brief for discovery preparation.

   Your prompt

   Copy prompt

   Create an account research brief. Discovery objective: {{objective}}. Sources with URLs and dates: {{sources}}. Return observed facts, source links, possible relevance, unknowns and questions to ask. Mark inferences [HYPOTHESIS]. Do not invent budget, authority, strategy, technology use, business performance or buyer intent.

   Example input

   Research a public agency website before a reporting workflow call.

   Example output

   Observed: agency lists client reporting services. Relevance: [HYPOTHESIS]. Question: how is reporting owned today?

4. 04

   Check the citations

   Open every source for a high-impact statement and remove stale or unsupported detail.

   Result: A source-backed account brief.

5. 05

   Use it in call prep

   Turn unknowns into questions for the seller's call plan.

   Result: Research that informs a real conversation.